News Brief: English
Summary
Disney’s upcoming quarterly earnings report will place a major focus on its streaming business (Disney+, Hulu, ESPN app). Notably, this will be the final time Disney discloses its streaming subscriber numbers, following Netflix’s lead. Investors will also watch for impacts from recent price hikes and a temporary programming suspension.
Key Points
- Earnings Focus: Streaming business performance is the key investor concern.
- Final Subscriber Report: Disney will stop reporting streaming subscriber counts and ARPU after this quarter.
- Key Metrics Expected (LSEG): Earnings per share of $1.05 and revenue of $22.75 billion.
- Recent Changes: Price increases in October and a temporary suspension of “Jimmy Kimmel Live!” in September, which reportedly led to subscriber losses.
- Traditional TV: Continued declines in operating income and advertising revenue for networks like ABC and ESPN are also under scrutiny.
新闻简报：中文
总结
迪士尼即将发布的季度财报将重点关注其流媒体业务（Disney+、Hulu、ESPN应用）。值得注意的是，继Netflix之后，这将是迪士尼最后一次披露其流媒体订阅用户数量。投资者还将关注近期涨价和节目临时停播带来的影响。
关键点
- 财报焦点：流媒体业务表现是投资者的核心关切。
- 最终用户数报告：本季度后，迪士尼将停止报告流媒体订阅用户数量和ARPU（每用户平均收入）。
- 预期关键指标（LSEG）：每股收益预计为1.05美元，营收预计为227.5亿美元。
- 近期变动：十月份实施涨价，九月份暂时停播《吉米·坎摩尔直播秀》，据报道导致用户流失。
- 传统电视业务：ABC、ESPN等传统电视网络的运营收入和广告收入持续下滑也受到关注。
Original Article Link: https://www.cnbc.com/2025/11/13/disney-dis-earnings-q4-2025.html