The Walt Disney Company is enhancing its international streaming strategy, aiming to compete more effectively with Netflix and Amazon. Significant successes include Rivals Season 2, which became the largest EMEA original premiere in the U.K. and Ireland, and The Perfect Crown, recognized as the most-watched Korean premiere on Disney+ globally. In LATAM, Dear Killer Nannies topped the viewing charts for original premieres. Disney plans to increase its local original series by roughly threefold over the next three years to attract new users and decrease churn.
In its third fiscal quarter of 2026, Disney’s Entertainment SVOD revenues rose 11% year over year, with subscription revenues increasing by 15% and a reported operating margin of 13%. While Disney+ has seen a decrease in churn domestically and internationally, challenges remain in balancing content investment and user engagement.
As of now, Disney shares have dipped 8.7% in 2023, underperforming compared to the broader Consumer Discretionary and Media Conglomerates sectors, which saw declines of 12.9% and 12.5%, respectively. The Zacks Consensus Estimate predicts Disney’s fiscal 2026 earnings at $6.91 per share, marking a 16.5% increase year over year.
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