Earnings Calls Archive
Never bet against Bob Iger (or James Cameron, but he’s not relevant for the purposes of this post). After several rough quarters and a turnaround process that hasn’t been nearly as smooth as anticipated, the 2024 fiscal first-quarter earnings call was Vintage Bob. This post shares some of the big-picture results and why they matter,
The Walt Disney Company has reported its full year and fourth quarter fiscal 2023 earnings, beating earning expectations while falling short of revenue forecasts, while greatly exceeding Disney+ subscriber numbers. This covers the good & bad of these results as they related to Walt Disney World & Disneyland, and why despite the strong headline performance
The Walt Disney Company has reported its third quarter fiscal year 2023 earnings, beating earning expectations and meeting revenue forecasts, but missing on Disney+ subscriber numbers. This covers the good & bad of these results as they related to Walt Disney World & Disneyland, and why despite the strong headline performance for parks, attendance and
The Walt Disney Company has reported its second quarter fiscal year 2023 earnings, beating revenue expectations but falling short of Disney+ subscriber numbers. This covers the good & bad of these results as they related to Walt Disney World & Disneyland, and why despite the strong headline performance for parks, there’s a slowdown ahead. Disney
Disney reported its first quarter fiscal year 2023 earnings for last October through December on February 8, 2023. This covers the good & bad of these results from the first year of the Walt Disney Company’s second century, including Genie+ sales at Walt Disney World & Disneyland, another quarter of increased revenue from theme parks,
After Disney stock plummeted over 13% to close under $87 following the company’s fiscal fourth quarter earnings call, Wall Street analysts and investors had criticism for CEO Bob Chapek and his stewardship of the company, with CNBC television personality Jim Cramer calling for Chapek to be fired. This recaps what happened and discusses the reasons
