The entertainment and media giant, which reported earnings on Wednesday, is testing viewers’ tolerance for higher costs in a saturated TV market. The Walt Disney Company posted first-quarter earnings Wednesday that beat on the top and bottom lines but also revealed the start of predicted streaming subscriber losses at its Disney+ service.

Disney streaming services saw a successful Q1 in 2025, officially completing a second consecutive profitable quarter. However, the core Disney+ model saw a drop in subscribers after recent price increases.

Blockbuster hit Moana 2 helped drive The Walt Disney Company (DIS) to beat quarterly profit expectations amid a resurgence in studio successes,

Disney sharply outperformed Wall Street's quarterly earnings estimates with results buoyed by the strong holiday box office performance.

Walt Disney surprised analysts with a strong first-quarter performance, driven by an uptick in its direct-to-consumer segment and content sales.