Disney investors should circle three dates in August: the fiscal Q3 earnings release on August 9, the D23 Expo fan event on August 9-11, and the release of the live-action Lilo & Stitch film on August 23. Analysts expect low single-digit growth in revenue and earnings. Disney shares have risen 25% over the past year, well ahead of the market averages.
Disney investors have several key dates to keep an eye on in August. The fiscal Q3 earnings release is scheduled for August 9, the D23 Expo fan event is set to run from August 9 to 11, and the live-action "Lilo & Stitch" film will be released on August 23. Analysts expect low single-digit growth in revenue and earnings for the third quarter. Disney shares have risen 25% over the past year, outpacing market averages.
The entertainment giant has had a strong year so far, with blowout results over the past two quarters. The company is expected to post quarterly earnings of $1.45 per share in Q3, a 5.8% increase from the same quarter a year ago [1]. The streaming business, in particular, has shown significant growth, with revenue up 8% and operating income surging 615% in the March quarter [1].
Investors will be closely watching the streaming numbers to see if the recent growth is a trend or a one-time boost. The new ESPN Sports Streaming Service, set to debut in September, is also expected to attract attention. The service offers two packages, an unlimited plan for $29.99 per month and a select package for $11.99 per month, with the option to bundle with Disney+ and Hulu [1].
The live-action "Lilo & Stitch" film, which opened in theaters on May 23, has become a significant box office success. With a global box office tally of $1.024 billion, it is the highest-grossing MPA title of the year and the second-highest-grossing stateside film [2][3]. The film will be available on Disney+ starting August 23, adding to the platform's content offerings.
The D23 Expo, set for August 9-11, is also an important date for Disney investors. The event provides insights into the company's upcoming projects and can offer a sense of investor sentiment. The expo often features announcements about new films, TV shows, and merchandise, which can impact the stock price.
Analysts have been optimistic about Disney's prospects. JP Morgan recently boosted its price target for Disney stock to $138 per share, while UBS, MoffettNathanson, and Barclays have raised their targets to $140 per share [1]. These increases reflect the company's strong performance and the potential for continued growth.
In conclusion, Disney investors should prepare for several significant events in August. The Q3 earnings release, D23 Expo, and the live-action "Lilo & Stitch" release are key dates to watch. With strong recent performance and analyst optimism, Disney remains a company to monitor.
References:
[1] https://www.investing.com/analysis/disneys-blowout-quarters-set-high-bar-ahead-of-q3-earnings-report-200664809
[2] https://deadline.com/2025/08/lilo-stitch-disney-date-1236478845/
[3] https://www.forbes.com/sites/timlammers/2025/08/05/live-action-remake-of-lilo--stitch-gets-disney-premiere-date/
Comments
No comments yet