theme parks

Disney beats Q2 expectations with 6.5% revenue growth and 8% earnings growth under new CEO Josh D'Amaro, maintaining double-digit earnings guidance through 2027.

Disney exceeded Q2 earnings expectations with $1.57 EPS and $25.17B revenue, raising its share buyback to $8B and guiding 12% EPS growth.

Disney reports Q2 earnings with $1.49 EPS expected as streaming reaches profitability, but parks division faces headwinds from geopolitical risks and travel slowdown.

Disney suspended dividends to fund theme park capital spending, betting on long-term pricing power and premium positioning over lower-tier competitors.

Comcast trades at rock-bottom 8x earnings after losing 711,000 broadband subscribers in 2025, facing structural decline from fiber and wireless competition.

Disney's $60B global expansion hinges on 'Human Bridge' cultural integration strategy, exemplified by Shanghai's 100M-guest success, repositioning the company as institutional partner rather than foreign operator.

Disney stock down 50% over five years trades at 29% S&P 500 discount with streaming finally profitable and parks generating 28% margins.

Nintendo's $1B-grossing Super Mario film and planned annual releases position it as a Disney rival in family entertainment, while maintaining profitable gaming operations.

Disney ends $1B OpenAI investment after Sora shutdown, redirecting focus to $60B in theme parks, cruise ships, and Disney+ content.

Six Flags stock rallies 9% as Jana Partners joins other activists pushing for sale or go-private deal, though debt burden remains severe constraint.

Disney stock down 51% offers compelling value as streaming turns profitable with $1.3B operating income and experiences maintain 33% margins, trading at 14.5x P/E versus Netflix's 37.7x.

iQiyi launches theme parks to diversify revenue amid streaming decline. First park sold out opening day; two more planned in Beijing and Kaifeng.