Can DIS maintain its earnings momentum into Q2 2025?

**Disney's likelihood of maintaining earnings momentum into Q2 2025 appears challenging** based on several factors:

1. **Recent Performance**: Disney's most recent report period ended on December 28, 2024, with net income of $2.64 billion and revenue of $24.69 billion. The company's diluted EPS was $1.4, which represented a significant year-over-year growth of 34.62%.

|code|Ticker|Name|Date|Net Income YoY|Net Income|market_code|
|---|---|---|---|---|---|---|
|DIS|DIS.N|The Walt Disney|2024 Q2|-85.48387096774194|2.16E8|169|
|DIS|DIS.N|The Walt Disney|2024 Q3|1957.5163398692812|2.842E9|169|
|DIS|DIS.N|The Walt Disney|2024 Q4|-18.73198847262248|5.64E8|169|
|DIS|DIS.N|The Walt Disney|2025 Q1|22.91957229195723|2.644E9|169|

|code|Ticker|Name|Date|Total Revenue YoY|Total Revenue|market_code|
|---|---|---|---|---|---|---|
|DIS|DIS.N|The Walt Disney|2024 Q2|1.2285124914049965|2.2083E10|169|
|DIS|DIS.N|The Walt Disney|2024 Q3|3.6945812807881775|2.3155E10|169|
|DIS|DIS.N|The Walt Disney|2024 Q4|6.27559907725625|2.2574E10|169|
|DIS|DIS.N|The Walt Disney|2025 Q1|4.845216357382479|2.469E10|169|

|code|Ticker|Name|Date|Diluted EPS YoY|Diluted EPS|market_code|
|---|---|---|---|---|---|---|
|DIS|DIS.N|The Walt Disney|2024 Q2|-101.44927536231884|-0.01|169|
|DIS|DIS.N|The Walt Disney|2024 Q3|672|1.43|169|
|DIS|DIS.N|The Walt Disney|2025 Q1|34.615384615384606|1.4|169|

|code|Ticker|Name|Date|Net Income YoY|Total Revenue YoY|Diluted EPS YoY|market_code|
|---|---|---|---|---|---|---|---|
|DIS|DIS.N|The Walt Disney|2024 Q2|-85.48387096774194|1.2285124914049965|-101.44927536231884|169|
|DIS|DIS.N|The Walt Disney|2024 Q3|1957.5163398692812|3.6945812807881775|672|169|
|DIS|DIS.N|The Walt Disney|2024 Q4|-18.73198847262248|6.27559907725625||169|
|DIS|DIS.N|The Walt Disney|2025 Q1|22.91957229195723|4.845216357382479|34.615384615384606|169|

2. **Analyst Expectations**: Analysts are cautious, with a consensus rating of "Strong Buy" and an average price target of $129.57, suggesting a potential upside from the current price. However, the latest price was $100.45, indicating a potential for the stock to be range-bound unless there is a positive earnings surprise.

3. **Business Segment Challenges**: While the entertainment division has seen significant success with films like Moana 2 and the growth of Disney+, the company's domestic theme park profits have been impacted by hurricane disruptions and the cost of launching its latest cruise ship. The broadcast and cable networks are also struggling, which could affect the overall profitability of the company.
4. **Market Conditions**: The streaming business is facing intense competition, and there are concerns about subscriber churn and the impact of price hikes on subscriber growth. Additionally, the company is facing challenges in maintaining theme park attendance, which could affect profitability.
5. **Strategic Focus**: Disney is focusing on operational excellence, financial rigor, management succession, and the implementation of a consistent long-term strategy. The company is also investing in its theme parks and cruise lines, which could impact short-term profitability but is expected to drive long-term growth.

In conclusion, while Disney has had strong earnings performance recently and is expected to continue to grow its streaming business, there are several factors that could impact its ability to maintain momentum into Q2 2025. The company's domestic theme park business and broadcast and cable networks are facing challenges, and it will be important to see if these trends reverse in the coming quarter.