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SickOfTheOnePct

(8,584 posts)

62. We really don't know if they're freaking out or not

Sat Sep 20, 2025, 11:44 PM

Saturday

All speculation.

Less than market cap is down less than $3B, so about 1.5%; not nothing, but they've seen much worse.

I'm pretty sure that their quarterly reports show streaming numbers, so I would expect to see a big drop there, which is the opposite of what they forecast at the end of Q3 FY25.

https://thewaltdisneycompany.com/the-walt-disney-company-reports-third-quarter-and-nine-months-earnings-for-fiscal-2025/

~54% of their profit comes from the Experiences segment (theme parks around the world, Disney Cruise Line, and Disney Vacation Club), so if people cancel vacations (which I'm guessing most people won't do), they could take a hit there.

It's going to have to shake out over the next quarter or two to really see the impact.

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