Leisure Products

Solo Brands

Disney

Conference Minutes

01913

SBDS

CVAC

The following are the minutes of the 4Q25FY earnings call for $Disney(DIS.US) compiled by Dolphin Research. For a review of the earnings report, please refer to the article &#34;Disney: Short-term Pressure but Guidance Unchanged, Can Iger Turn the Tide Before Leaving?&#34;1. Review of Core Financial Information1. DTC Net User Growth Rebounds Beyond Expectations: Streaming user growth continued to rebound in the fourth quarter, with Disney+ adding 4 million net new users (bundled packages) and Hulu adding 8.6 million (driven by the resumption of the Charter partnership and global brand expansion), both exceeding market expectations. The growth was mainly driven by high-quality content...

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Disney (Minutes): Committed to double-digit percentage growth in earnings next year

Solo Brands released FY2025 earnings on March 19 Pre-Market EST, actual revenue USD 316.58 M (forecast USD 443.7 M), actual EPS USD -64.0866 (forecast USD -6.8)

Solo Brands released FY2025 Q4 earnings on March 19 Pre-Market (EST), actual revenue USD 94.03 M (forecast USD 143 M), actual EPS USD -35.03 (forecast USD -2.8)

Solo Brands to Release FY2025 Q4 Earnings on March 19, 2026 Pre-Market EST, Forecast Revenue USD 143 M, EPS USD -2.8

Solo Brands released FY2025 9 Months earnings on November 6, Pre-Market EST, with actual revenue of USD 222.55 M and actual EPS of USD -26.4169

Solo Brands released FY2025 Q3 earnings on November 6 Pre-Market EST, actual revenue USD 53.04 M (forecast USD 94 M), actual EPS USD -9.224 (forecast USD -4.8)

Solo Brands to release FY2025 Q3 earnings on November 6, Pre-Market EST, forecast revenue USD 94 M, EPS USD -4.8

Solo Brands released FY2025 Semi-Annual earnings on August 6 Pre-Market (EST), with actual revenue of USD 169.51 M and EPS of USD -17.0611

Solo Brands released FY2025 Q2 earnings on August 6 Pre-Market EST, actual revenue USD 92.26 M (forecast USD 129 M), actual EPS USD -8.93 (forecast USD -2)

Solo Brands to Release FY2025 Q2 Earnings on August 6, Pre-Market EST; Forecast Revenue USD 129M, EPS USD -2

Solo Brands released FY2024 Q1 earnings on May 12 (EST), actual revenue USD 85.32 M (forecast USD 78 M), actual EPS USD -2.3434 (forecast USD -4.1333)

Solo Brands released FY2025 Q1 earnings on May 12 (EST), actual revenue USD 77.25 M (forecast USD 84 M), actual EPS USD -8.2677 (forecast USD -4.8)

Solo Brands released FY2023 Annual Earnings on March 12 (EST), actual revenue USD 494.78 M (forecast USD 495.49 M), actual EPS USD -73.6166 (forecast USD 9.0666)

Solo Brands released FY2023 Q4 earnings on March 12 (EST), actual revenue USD 165.32 M (forecast USD 166.15 M), actual EPS USD -85.5692 (forecast USD 0.8)

Solo Brands released FY2024 Q4 earnings on March 12 (EST), actual revenue USD 143.54 M (forecast USD 161.6 M), actual EPS USD -25.2231 (forecast USD 4.4)

Solo Brands released FY2024 earnings on March 12 (EST), actual revenue USD 454.55 M (forecast USD 474.07 M), actual EPS USD -77.657 (forecast USD -48)

Solo Brands released FY2023 Q3 earnings on November 7 (EST), actual revenue USD 110.32M (forecast USD 103.62M), actual EPS USD 2.8 (forecast USD 0.1333)

Solo Brands released FY2024 9 Months Earnings on November 7 Pre-Market EST, actual revenue USD 311.01 M, actual EPS USD -52.1999

Solo Brands released FY2024 Q3 earnings on November 7 Pre-Market EST, actual revenue USD 94.14 M (forecast USD 92.61 M), actual EPS USD -47.7213 (forecast USD -2.5333)

Solo Brands released FY2023 Q2 earnings on August 7 (EST), actual revenue USD 130.93 M (forecast USD 131.64 M), actual EPS USD 4.6677 (forecast USD 3.2)

Solo Brands released FY2023 Semi-Annual earnings on August 7, 2024 (EST) with actual revenue of USD 219.13 M and EPS of USD 5.2

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