Behind the Curtain: Data, Marketing, and Entertainment
Magic, Margins & the Middle East: Disney’s Q2 Earnings Breakdown
07 May 2025
In this episode, we dive deep into Disney’s Q2 2025 earnings—unpacking the numbers, the narratives, and the next big bets.From a surprise theme park announcement in Abu Dhabi to a rare profit in streaming, this quarter signals a shift: Disney is getting leaner, more global, and more strategic.We break down:The $336M swing in streaming profitabilityWhy Abu Dhabi is more than just a location—it’s a long-term growth signalHow parks and experiences continue to power the brandWhat Wall Street missed—and what you should be watching nextWhether you’re in media, marketing, or just a fan of the Mouse, this one’s worth a listen.(Powered by Google Notebook LM)
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