Disney Q2 2025: Profit on track but expect turbulence


8 May 2025

Disney continued to grow profitability across its three segments, even as streaming subs and revenue remain stagnant. Stoked by Trump-uncertainty, headwinds could have ramifications for leadership succession planning

Challenges to Disney+ engagement may not yet be impacting subscriptions but it will compromise the fame of core IP assets and therefore monetisation opportunities

Green shoots are finally emerging from Disney's games strategy with Disney+ entering Fortnite

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