CLAIM #21423 · DIS (DIS) · 2025Q1 earnings call · Feb 5, 2025 · due Sep 30, 2025
“So overall, level of confidence in the Experiences guide is high.”
Hugh Johnston · CFO
In context
“usly provided. We had said Experiences would be up 6% to 8% on the year. The strong Q1 increases our level of confidence in the guide, for sure. It's obviously quite early, but we certainly feel good about the fact that we were able to power through with stronger performance than our expectations were for Q1. In terms of the balance of the year, recall the easier comps for the Experiences business occur in the back half of the year, particularly in Q4. In addition to that, we obviously have lots going on in terms of our ships coming -- or our ship coming on as of this quarter, which will support the results from Q2 going forward. And in addition to that, as we built our plans, we did anticipate some small impact. I think we have it effectively hedged in the guides that we've given to you. So overall, level of confidence in the Experiences guide is high. Operator: Our next question today comes from Robert Fishman with MoffettNathanson. Robert Fishman: Bob, now that DirecTV and Comcast have launched their skinnier bundles and Hulu + Live, Fubo planning their own, do you expect these skinnier bundles at current pricing to change the trajectory of cord-cutting? And if not, what else on the pricing or product side do you plan with Fubo that you couldn't accomplish with just Hulu + Live? And then if I could just take a step back, after the Fubo deal and shutting down Venu, can you discuss Disney's overall sports or broader streaming strategy with the potential for consumer confusion from all the different options, including the upcoming ESPN Flagship launch? Robert Iger: The goal all along, Robert, as it relates to ESPN is to make ESPN as acce”
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SEC filings for DIS ↗ · Claim quote is verbatim from the 2025Q1 earnings call.