NASDAQ:SES News 18 December 2025

February 2, 2026, 2:05 AM EST. Walt Disney Co. is set to report fiscal first quarter earnings before Monday's market open, with analysts expecting adjusted EPS of $1.57 and revenue of $25.74 billion, according to LSEG. The company's streaming business, led by Disney+, continues to be profitable, but overall performance is pressured by declines in traditional TV subscribers. Investors will watch closely for updates on the new ESPN streaming platform, Hulu integration, and impacts from recent price adjustments. Disney's experiences unit, including parks and cruises, remains a key profit driver, despite potential consumer spending concerns. The firm is also progressing on a $60 billion theme park investment plan. Additionally, the earnings come amid an ongoing CEO succession race, with a decision expected in early 2026 following Bob Iger's planned retirement.