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Here's What Key Metrics Tell Us About Disney (DIS) Q4 Earnings

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Walt Disney (DIS - Free Report) reported $22.57 billion in revenue for the quarter ended September 2024, representing a year-over-year increase of 6.3%. EPS of $1.14 for the same period compares to $0.82 a year ago.

The reported revenue represents a surprise of -0.09% over the Zacks Consensus Estimate of $22.59 billion. With the consensus EPS estimate being $1.09, the EPS surprise was +4.59%.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

Here is how Disney performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

  • Average monthly revenue per paid subscriber - Disney+ - Disney+ Hotstar: $0.78 compared to the $0.80 average estimate based on six analysts.
  • Average monthly revenue per paid subscriber - Disney+ - International (excluding Disney+ Hotstar): $6.95 versus $6.82 estimated by six analysts on average.
  • Number of paid subscriber - ESPN+: 25.6 million versus the six-analyst average estimate of 25.73 million.
  • Number of paid subscriber - Hulu - SVOD Only: 47.4 million versus the six-analyst average estimate of 46.33 million.
  • Revenue- Entertainment: $10.83 billion compared to the $10.59 billion average estimate based on six analysts.
  • Revenue- Sports: $3.91 billion versus $4 billion estimated by six analysts on average.
  • Revenue- Entertainment- Direct-to-Consumer: $5.78 billion versus the six-analyst average estimate of $5.76 billion.
  • Revenue- Entertainment- Linear Networks: $2.46 billion versus $2.47 billion estimated by six analysts on average.
  • Revenue- Experiences: $8.24 billion versus $8.30 billion estimated by six analysts on average.
  • Revenue- Entertainment- Content Sales/Licensing and Other: $2.59 billion versus the six-analyst average estimate of $2.48 billion.
  • Revenue- Experiences- International: $1.58 billion versus the four-analyst average estimate of $1.65 billion.
  • Revenue- Experiences- Domestic: $5.52 billion versus the four-analyst average estimate of $5.65 billion.
View all Key Company Metrics for Disney here>>>

Shares of Disney have returned +6.2% over the past month versus the Zacks S&P 500 composite's +3.1% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.

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