CLAIM #21441 · DIS (DIS) · 2025Q2 earnings call · May 7, 2025 · due Sep 30, 2025
“Obviously, the guide that we announced for this year, which was $5.30, we've now taken to $5.75.”
Hugh Johnston · CFO
In context
“so starting to work. A lot more in terms of personalization and customization, a lot on the ad-tech side and much more coming. I was just taken through a roadmap for the rest of the year. So we're not talking about many years. We're talking about near-term where the technology improvements to the platforms will be significant. And of course, the third pillar of growth will be investment in content, particularly outside the United States where we know that we need to invest more in local content and we've already started that process. It takes time and we don't really end up booking those costs until the shows air, but we're already starting to develop more aggressively in markets -- in very, very targeted markets outside the United States. Hugh Johnston: Right. And hey, Ben, this is Hugh. Obviously, the guide that we announced for this year, which was $5.30, we've now taken to $5.75. The long-term guide remains intact. What we announced before, no change to that. Carlos Gomez: Thanks, Ben. Operator, next question, please. Operator: Yes, sir. And our next question comes from Stephen Khong with Wells Fargo. Please go ahead. Stephen Khong: Yeah. First, just congratulations on Abu Dhabi. I was wondering, if you could speak a little more on how you settled specifically on this location and this partner. I mean, Yas Island is really exciting already with the track and Ferrari World and the Emirate has a lot in infrastructure, but there are a lot of choices in the region. So, maybe you could just think about what audience you're going after and how this particular location is best suited for those purposes? And then just a second question on parks. I think domestic park marg”
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SEC filings for DIS ↗ · Claim quote is verbatim from the 2025Q2 earnings call.