CLAIM #21453 · DIS (DIS) · 2025Q2 earnings call · May 7, 2025 · due May 7, 2029
“we see that business becoming a growth driver for the segment over the next three to four years as more ships are deployed.”
Bob Iger · CEO
How to check this claim
Look at: Experiences segment operating income growth attributable to Disney Cruise Line, as described in management commentary
It came true if: Management characterizes cruise line as a growth driver for the Experiences segment in commentary within the 2028-2029 fiscal years
Where: Company earnings calls and 10-K segment disclosures (Experiences segment) over fiscal 2026-2029
In context
“to domestic parks and if you're seeing any changes there? Thank you very much. Bob Iger: I'll take the cruise ship, you take the rest. On the cruise ship side, as we've expanded, we've embedded in our ships even more Disney intellectual property and at a higher quality level. And the ratings for the treasure are just sky high. People just love that ship and for good reason. And obviously, the ships that are coming will take full advantage of everything that the treasure has taken advantage of and then some. And so, we feel great about that business. It has been a great way for us to bring the Disney Experience to more consumers around the world. As noted earlier on the call, the experience we've had in putting the ship that will sail out of Singapore up on sale as a for instance. And so, we see that business becoming a growth driver for the segment over the next three to four years as more ships are deployed. Hugh Johnston: Yeah. And Michael, in terms of the attendance -- international attendance at the domestic parks, we've indicated in the past that number has not gotten back to pre-COVID levels, but it is still in the double-digits. We've seen a bit of an impact, but it's literally like in terms of the mix 1% to 1.5% and what I would expect going forward is something similar to that. The good news is, we're clearly more than making up for it with domestic attendance. So attendance at the parks has been terrific. Carlos Gomez: Thanks, Michael. Operator, next question, please. Operator: Thank you. And our next question today comes from Kannan Venkateshwar with Barclays. Please go ahead. Kannan Venkateshwar: Thank you. Maybe to Bob, on the Park side, with the Abu Dhabi Parks announcement and y”
Verify independently
SEC filings for DIS ↗ · Claim quote is verbatim from the 2025Q2 earnings call.