Overview

• Tomorrow’s Q3 earnings call follows May’s report that saw Disney+ pricing remain unchanged and domestic parks revenue rise by 9 percent.
• Investors are expected to seek confirmation of Villains Land’s construction timeline at Magic Kingdom after 2024 D23’s official announcement and recent land permit filings.
• Analysts anticipate Disney will outline development milestones for Monsters, Inc. land at Hollywood Studios amid growing fan speculation about ride concepts and immersive environments.
• Observers look for a formal update on Tropical Americas at Animal Kingdom, the D23-confirmed project set to replace DinoLand U.S.A. with Encanto- and Indiana Jones–inspired attractions.
• Shared financial metrics and strategic commentary during the call will indicate Disney’s ability to advance its multi-billion-dollar park expansion pipeline.