The Walt Disney Company (DIS) reported its first quarterly operating profit in the Direct-to-Consumer segment, with Disney+ Core adding 6 million subscribers to reach 122.6M. Combined Disney+ and Hulu ARPU rose 4% sequentially on pricing actions and an ad-tier mix shift.
CEO Bob Iger said the company is 'past the inflection point' in streaming and reiterated full-year DTC profitability guidance. Parks segment revenue grew 7%, slightly below the Street.
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| Ticker | Action | Entry | Exit | P&L | Date | |
|---|---|---|---|---|---|---|
| DIS | buy | $112.55 | $116.80 | +$638 | Mar 20, 2025 | Mean Reversion — US Large Cap |