Disney experience segment is strong News ad

Walt Disney Co. NYSE: DIS It is a mass media -organization and an entertainment organization in the discretionary sector of consumers, which works mainly under three segments: entertainment, sports and experience. While its streaming networks in the entertainment segment are in black, the sports segment has achieved the slowest growth. Nevertheless, the experiment segment stands out as its most consistent segment, generating most of its operational income.

It is expected that this segment will lead to an increase in profit for the company and rebel the house of the mouse growth trajectory.

This is what the experiment segment consists of

As stated in the name, this segment about the seizure of live experience for its customers. This segment covers thematic parks, resorts and consumer products of Disney. Its products, services and brands include:

Thematic parks and resorts include Walt Disney World Resort in Florida, Disneyland Resort in California, Disneyland Paris, Hong Kong -Disneyland Resorts, Shanghai Disney Resort, Tokyo Disney Resort and Disney Cruise Line, Club and Disney Adventures. His national geographical expeditions are offered by the premium expeditions, from the reefs of Australia and tropical forests to Sri Lanka and South Africa.

Consumer goods include Disney, Marvel, Star Wars and Pixar characters, Disney and Shopdisney.com retail stores, toys, clothes, books, games, Disney Publing Worldwide and goods.

The segment has proved its stability, scalability and the ability to use it IP.

The experiment segment proves its stability on an ominous background

In the first quarter of 2025, the Disney experience segment brought 38% of Disney income, increasing by 3% in annual calculus (YOY) to $ 9.4 billion. USA, but brought 75% of operational income, which was at the level of 3.1 billion dollars. USA. Even more impressive is that this happened during the slowdown in their international thematic parks, sluggish consumer expenses and hurricanes Milton and Helen. Hurricanes led to a blow of $ 120 million per quarter.

Stable generation of cash flows and consistent results

Unlike its streaming services, high costs of maintaining or reducing advertising from advertising in its business of linear networks, the experiment segment creates a stable cash flow from the sale of parks and tickets for events, living at the hotel, goods and food, which leads to high income levels after covering fixed costs. Disney invested 23.4 billion dollars to maintain its entertainment segment and “only” $ 5.4 billion in its own experiment segment, which includes cruise liners, resorts and parks.

The financial director of Hugh Johnston added during the conference -communications: “I will cope with the issue of experience. Obviously, no changes in the leadership that we previously provided. We said that the experience will grow by 6-8 per year. Strong Q1 increases our level of confidence in the leadership, of course. This, obviously, is quite early, but we certainly feel a good fact that we were capable of power, which were in strong indicators that were in general, that we expect that we expect that we expected, what was in the conditions, what expected, what was in general. COMPS for business experience takes place at the end of the year, especially in the fourth quarter. ”

Disney fate is launched in the second quarter of 2025

In the second quarter of 2025, The latest Disney cruise ship is 1.1 billion dollars, Disney Destiny, will establish income from the sail and after.

The ship will go from swimming from Fort -Loderteil to the Bahamas and the Western Caribbean.

Its routes will include four and Five -day cruises with the participation of heroes of Disney and villains.

Family dinner -show is inspired by the king of Leo. Marvel Studios Dr. Studios inspires his hall, and the bars will celebrate the Pirates of the Caribbean and Croella de Wil.

Disney is also expected to launch Disney Adventure in Singapore, followed by the fourth ship if desired in 2027.

Installation of dominance of the thematic park from Universal Studios

Opponent Disney Universal Studios belonging Comcast Inc. NASDAQ: CMCSAHe launches his universal epic universe on May 22, 2024. Universal has formidable IPs and licensed characters and topics, including Harry Potter, Magic World and Super Mario, opening only 15 minutes from the flagship Disneyworld in Orlando, Florida, in which some of the strongest IPS, such as Star Wars and The Marvel Cinematic Allinese.

This will be a litmus test, since his resort Orlando was a pearl of his experience, receiving 60% of profit in 2024.

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