迪士尼第三季度总收益达252.5亿美元，同比增长7%[1]。公司体验部门运营收入增长20%至32亿美元[1]，其中美国公园运营收入增长27%[1]，成为业绩增长的主要驱动力。调整后每股收益2.06美元，超过分析师预期的1.86美元[1]。
尽管美国市场表现抢眼，国际旅游持续疲软抑制了整体增长[1]。国际公园运营收入下降13%[1]。《玩具总动员5》等电影为业绩提供了支撑[1]。
在内容合作方面，迪士尼宣布与TikTok达成全球短视频内容分享协议[1]。
The Walt Disney Company reported strong third quarter financial performance driven by blockbuster films including "Toy Story 5" and robust attendance at U.S. theme parks, offsetting continued weakness in international tourism. [1] Operating revenue for the experiences segment reached $3.202 billion, representing a 20% increase, while domestic park operating revenue surged 27%. [1] The company posted net earnings of $2.64 billion, or $1.51 per share, with adjusted earnings per share hitting $2.06, exceeding analyst expectations of $1.86. [1] Total quarterly revenue climbed 7% to $25.25 billion. [1]
The positive momentum in domestic parks contrasted sharply with international operations, where park revenue declined 13%, a downturn attributed to reduced international travel. [1] Beyond its theatrical and park performance, Disney announced a global short-form video content-sharing agreement with TikTok, expanding its digital distribution footprint. [1]