Walt Disney Company (The) (DIS) Q2 2025 10-Q Quarterly Report

Filed: Aug 6, 2025Period ending Jun 28, 2025
Communication Services
Services-Miscellaneous Amusement & RecreationSEC EDGAR

Walt Disney Company (The) (DIS) 10-Q quarterly report for Q2 2025, filed with SEC EDGAR on Aug 6, 2025 for the fiscal period ending Jun 28, 2025. This page provides AI-powered analysis including management discussion & analysis (MD&A), risk factor updates, and key quarterly financial data such as revenue and net income extracted from XBRL.

Walt Disney Company (The) Q2 2025 10-Q Analysis

Risk Factors

  • No newly added risk factors this quarter; updates reference 2024 Annual Report on Form 10-K Risk Factors
  • Materially updated risk: increased challenges from unauthorized use and AI-facilitated infringement of IP, raising protection costs and revenue loss risk
  • Regulatory risk: uncertainty in legal protections for IP generated by new technologies including generative AI, affecting Company’s IP enforcement
  • Market risk: sustained demand shortfall in out-of-home entertainment post-pandemic, impacting theme parks, resorts, cruise ships, and theatrical releases
  • Financial risk: delayed and partial payments from some third parties in specific markets due to liquidity issues, affecting revenue collection and profitability

Walt Disney Company (The) Q2 2025 Quarterly Financials
XBRL

Revenue

$23.6B

+2.1% YoY +0.1% QoQ

Net Income

$5.3B

+100.8% YoY +60.7% QoQ

Net Margin

22.2%

+1093bp YoY +838bp QoQ

Source: XBRL data from Walt Disney Company (The) Q2 2025 10-Q filing on SEC EDGAR. All figures in USD.

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