Zaid Mani

Disney has done a better job monetizing its users by leaning on advertising and also raising prices.

The film studio also did well.

Avatar, Fire, and Az, Zootopia 2, and Pixar movie Hoppers have combined for over $3.7 billion at the global box office.

And the park's business was also solid with some mixed signals.

Revenues in the experience segment was up 7% to nearly $9.5 billion, and guests are spending more per visit.

But domestic park attendance did drop 1%, mostly because of fewer international tourists.

Now, that could be related to the war in the Middle East.

Looking ahead, CEO Josh Tomorrow has a vision for the company.

He laid out his vision in a long shareholder letter where he called for making Disney Plus into a super app where people can book park tickets, buy merch, and play games all in one place.

I'm not sure if I agree with that, but that's what he wants to do.

Overall though, this was a strong quarter for Disney.

Streaming is finally profitable.

Parks are holding up.

Movies are working again.

And the new CEO is trying to convince Wall Street that Disney can grow after what has basically been a lost decade for the stock.

So we'll see if Josh tomorrow can pull this off.

Investors seem to be optimistic for now.

Disney stock is up around 6% this morning in reaction to the earnings.

Let's talk about some stocks making moves today.

Uber shares are up this morning after the company reported earnings this morning.