DTC streaming achieves profitability with operating income guidance raised 30% to $1.3B for fiscal year
Disney+ and Hulu to merge into unified app experience while ESPN secures NFL Network in transformative sports deal
Walt Disney World delivers record Q3 performance as 'Lilo & Stitch' crosses $1B, signaling studio resurgence
Entertainment Giant Successfully Navigates Industry Disruption with Twin Growth Engines Amid Linear TV Decline
월트디즈니컴퍼니(The Walt Disney Company)가 2025 회계연도 3분기(4-6월) 실적에서 스트리밍과 테마파크 사업의 견조한 성장세를 바탕으로 월스트리트(Wall Street) 기대치를 상회하는 성과를 거뒀다. 코드커팅(Cord-Cutting, 케이블 TV 해지) 현상으로 전통적인 리니어(Linear) TV 사업이 급속히 위축되는 가운데, 디즈니는 DTC(Direct-to-Consumer) 스트리밍 서비스와 익스피리언스(Experiences, 경험) 사업을 미래 성장의 양대 축으로 삼아 전환기를 성공적으로 헤쳐나가고 있다는 평가다.

The Walt Disney Company delivered fiscal Q3 2025 earnings that exceeded Wall Street expectations, powered by robust performance in streaming and theme parks as the entertainment giant successfully pivots away from declining traditional television operations. The results underscore Disney's strategic transformation, positioning Direct-to-Consumer (DTC) streaming services and Experiences as dual growth drivers amid accelerating cord-cutting trends.