Disney Q2 results..what to expect

"Bob Iger now appears to be in command and control and on a growth offensive," Jessica Reif Ehrlich

The Mouse House reports earnings tomorrow with great anticipation. Things to look out for are:

Disney Parks & Experiences - showed strong growth in Q1 - will it continue?

The Eras Tour - was there substantial subscriber growth or was it more about subscriber retention as opposed to subscriber acquisition?

Subscriber numbers - Disney+ currently has 149.6 million subscribers. Analysts are forecasting a growth of 7.5 million new subscribers. With The Eras Tour, Bluey and Shogun I am expecting close to that number as well. Will it be more??

Financials

Revenue - Analysts are estimating 22.12 billion, which would come in higher than last year's Q2 total of 21.82 billion.

EPS - Analysts are expecting an EPS of $1.10 up on last year's Q2 EPS of $0.93.

I am hoping to hear more about the ESPN, Fox and Warner Bros. Discovery streaming sports JV and I am very interested to hear more about Mufasa (which I think is going to be the Number 1 film at Christmas) and the partnership with EPIC Games.

More to come very soon...

Susie