Magic, Margins & the Middle East: Disney’s Q2 Earnings Breakdown
Update: 2025-05-07
Description
In this episode, we dive deep into Disney’s Q2 2025 earnings—unpacking the numbers, the narratives, and the next big bets.
From a surprise theme park announcement in Abu Dhabi to a rare profit in streaming, this quarter signals a shift: Disney is getting leaner, more global, and more strategic.
We break down:
- The $336M swing in streaming profitability
- Why Abu Dhabi is more than just a location—it’s a long-term growth signal
- How parks and experiences continue to power the brand
- What Wall Street missed—and what you should be watching next
Whether you’re in media, marketing, or just a fan of the Mouse, this one’s worth a listen.
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