Q2 2025 Walt Disney Co Earnings Call Transcript
Key Points
- The Walt Disney Co (DIS) announced a new Disney Theme Park in Abu Dhabi, expanding its global presence and reaching new audiences.
- The company's Experiences segment delivered strong results, with returns on invested capital at all-time highs.
- Adjusted EPS for Q2 2025 increased by 20% from the prior year, indicating strong financial performance.
- The Entertainment business, including movies and sports, continues to generate strong growth, with Marvel's Thunderbolts being the number one movie globally.
- ESPN's Q2 prime time audience among the key 18 to 49 demographic was up 32%, marking its most-watched Q2 in prime time ever.
- The streaming business faces challenges with new entrants impacting advertising supply, despite strong demand.
- International visitation to domestic parks has not returned to pre-COVID levels, affecting overall attendance.
- Per capita spending in China is lower due to economic challenges, impacting the international segment.
- The company acknowledges that producing too much content for streaming platforms has affected quality, particularly in the Marvel segment.
- The direct-to-consumer segment, including Disney+, faces competition and requires strategic bundling to drive growth.
Good day, and welcome to The Walt Disney Company's second quarter 2025 financial results conference call. (Operator Instructions) Please note, today's event is being recorded.
I would now like to turn the conference over to Carlos Gomez, Executive Vice President, Treasurer, and Head of Investor Relations. Please go ahead, sir.
Good morning. It's my pleasure to welcome everyone to The Walt Disney Company's second quarter 2025 earnings call. Our press release, Form 10-Q, and management's posted prepared remarks were issued earlier this morning and are available on our website at www.disney.com/investors. Today's call is being webcast, and a replay and transcript will be made available on our website after the call.
Before we begin, please take note of our cautionary statement regarding forward-looking statements on our Investor Relations website. Certain statements on this call,
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