Overview
- Wall Street expects earnings per share around $1.04 to $1.05 and revenue near $22.75 billion for fiscal Q4, based on LSEG and Visible Alpha estimates.
- This quarter will be the last to include subscriber counts and ARPU for Disney+, Hulu and ESPN+, marking a shift in disclosure practices.
- October price hikes sharpen the focus on the direct‑to‑consumer outlook, a priority highlighted by Citi’s recent commentary.
- The final subscriber readout could indicate whether reported cancellations followed September’s brief pause of Jimmy Kimmel Live!.
- ESPN, ABC and other Disney channels remain off YouTube TV after a late‑October fee dispute, and the market is watching for an update.