Disney ETFs in Focus Submit Q1 Earnings Beat

On Feb. 5, the Walt Disney Firm DIS reported first-quarter fiscal 2025 adjusted earnings of $1.76 per share, which beat the Zacks Consensus Estimate by 22.2% and elevated 44.3% 12 months over 12 months. Revenues rose 4.8% 12 months over 12 months to $24.69 billion and beat the consensus mark by 0.1%.

Disney has a Progress Rating of A, together with a Zacks Rank #2 (Purchase), signaling sturdy progress potential. This means that traders on the lookout for progress ought to put money into Disney shares.

Disney’s Phase Breakdown

Media and Leisure Distribution revenues, which represent about 44% of revenues, elevated 8.9% 12 months over 12 months to $10.87 billion. Segmental working revenue elevated by 30.5% 12 months over 12 months, reaching $5.06 billion from $$3.9 million. Prices & bills remained flat 12 months over 12 months at $20.61 billion within the reported quarter.

Parks, Experiences and Merchandise revenues, constituting 38.1% of whole revenues, rose 3.1% 12 months over 12 months to $9.41 billion. Worldwide revenues elevated 11.5% 12 months over 12 months to $1.64 billion within the reported quarter. The section’s working revenue was $3.11 billion, up 0.2% 12 months over 12 months.

Revenues from Linear Networks declined 6.6% 12 months over 12 months to $2.61 billion and working revenue fell 11.2% to $1.09 billion. Revenues from Direct-to-Shopper elevated 9.5% 12 months over 12 months to $6.07 billion.

Content material Gross sales/Licensing and Different revenues grew 33.8% 12 months over 12 months to $2.18 billion. The section’s working revenue was $312 million in opposition to an working lack of $224 million reported within the year-ago quarter, pushed by greater theatrical distribution outcomes reflecting the sturdy efficiency of Moana 2.

Subscriber Data

Disney+, as of Dec. 28, 2024, had 124.6 million paid subscribers in contrast with 122.7 million as of Sept. 28, 2024. Home Disney+ common month-to-month income per paid subscriber decreased from $7.7 to $7.99 as a result of will increase in costs, whereas, Worldwide Disney+ (excluding Disney+ Hotstar) common month-to-month income per paid subscriber elevated from $6.78 to $7.19 as a result of will increase in costs and better promoting revenues.

Hulu SVOD Solely common month-to-month income per paid subscriber was similar to the prior sequential quarter as decrease promoting revenues have been offset by will increase in costs and the next mixture of subscribers to multi-product choices.

Steering

For fiscal 2025, Disney expects excessive single-digit adjusted EPS progress in comparison with fiscal 2024. In Leisure, the corporate expects double-digit proportion section working revenue progress in comparison with fiscal 2024.

ETFs in Focus

Shares of the media big fell almost 3.6% on Feb. 5 after it reported first-quarter outcomes. Nonetheless, shares of the corporate have rebounded since then, rising 2.7% as of Feb. 6.

The earnings final result might considerably affect ETFs with investments on this main media participant. Beneath, we now have put the highlight on ETFs which have publicity to Disney.

AdvisorShares Gerber Kawasaki ETF (GK)

AdvisorShares Gerber Kawasaki ETF has an publicity of 4.89% in DIS. The fund has gained 1.45% over the previous three months and 20.23% over the previous 12 months.

Invesco S&P 500 Equal Weight Communication Providers ETF (RSPC)

Invesco S&P 500 Equal Weight Communication Providers ETF has an publicity of 4.4% in DIS. The fund has gained 4.91% over the previous three months and 18.20% over the previous 12 months.

Communication Providers Choose Sector SPDR Fund (XLC)

Communication Providers Choose Sector SPDR Fund has an publicity of 4.31% in DIS. The fund has gained 7.31% over the previous three months and 34.65% over the previous 12 months.

Natixis Vaughan Nelson Choose ETF (VNSE)

Natixis Vaughan Nelson Choose ETF has an publicity of 4.3% in DIS. The fund has misplaced 0.20% over the previous three months however gained 10.22% over the previous 12 months.

iShares World Comm Providers ETF (IXP)

iShares World Comm Providers ETF has an publicity of 4.23% in DIS. The fund has gained 3.61% over the previous three months and 31.31% over the previous 12 months.