The House of Mouse is gearing up for a vibrant month ahead. On November 14, Disney will report its financial results for the fourth quarter, an event that is expected to reveal significant changes in the company’s growth strategy. The theme parks, once the primary driver of Disney’s growth, have seen declining attendance in recent months. However, the company’s streaming division, which had been a major financial drain, turned a profit in the last quarter, signaling a potential turnaround.
Analysts anticipate a modest top-line growth for Disney, with expected revenues of $22.4 billion for the three months ending in September, representing a 6% year-over-year increase. Earnings per share are projected to rise by 34%, reaching $1.10. While this sets a high bar for Disney’s bottom line, the company has consistently posted double-digit earnings growth over the past year.
The excitement doesn’t stop at earnings reports. Following a quiet spell since the release of “Alien: Romulus” in mid-August, Disney is poised for a strong comeback with its film releases. “Inside Out 2,” which debuted in June, and “Deadpool and Wolverine,” released in July, have already become two of the year’s top-grossing films.
On November 15, Disney will launch a film that has been generating buzz since its premiere at the Sundance Film Festival earlier this year. Written, directed by, and starring Jesse Eisenberg, the film revolves around two cousins traveling to Poland to honor their grandmother. While this indie film may not have the blockbuster appeal of Disney’s larger franchises, its success could still significantly benefit the studio.
The month will culminate on November 27 with the release of “Moana 2,” which is anticipated to be a massive box office hit. Initially intended as a Disney+ series, the film’s promising early results led Disney to shift gears and produce a theatrical feature instead. The trailer alone garnered a staggering 200 million views within the first 24 hours, breaking records for an animated Disney film.
Set to premiere during the Thanksgiving holiday weekend, “Moana 2” is expected to perform exceptionally well, with strong word-of-mouth driving ticket sales. This sequel is part of Disney’s broader strategy to capitalize on its successful franchises, with a live-action adaptation of “Moana” also slated for 2026.
As Disney navigates these pivotal moments, investors are keen to see whether the company can elevate its stock performance amid renewed concerns over its studio operations. With a solid slate of earnings and blockbuster films, November is shaping up to be a crucial month for Disney and its shareholders alike.
