Nov. 18 at 8:51 PM
Disney is investing beyond streaming, with a strong focus on its cruise line. The company has launched the Treasure ship, is debuting the Destiny ship this week, and plans the Disney Adventure in Asia by March. Analyst David Joyce estimates the new ships could add over
$2.8 billion in revenue and
$500 million in operating income for fiscal 2026.
Disney’s capital expenditures rose to
$8 billion from
$5.4 billion, mainly due to cruise fleet expansion. While theme park demand faces competition from Comcast’s Universal Epic Universe, cruise demand remains very strong. Disney+ also exceeded expectations, adding 3.8 million subscribers last quarter.
$DIS $CMCSA