Disney Boosts Streaming Profits and Moves Consumer Products to Studios Division

In its June 2026 quarter results, Disney posted a 7% increase in total revenue to $25.2 billion and a 28% rise in net income to $2.63 billion, driven by strong streaming and theme-park performance. Streaming revenue grew 15% to $4.7 billion and operating income in the streaming unit more than doubled. CEO Josh D’Amaro announced that, beginning in the first quarter of fiscal 2027, most consumer-products results will be moved from the Disney Experiences segment to Disney Entertainment’s studios group, linking merchandise directly to the creators of the IP.

The consumer-products line generated $1.1 billion this quarter, its fastest year-over-year growth in five years. Disney also detailed AI deployments across its parks, including the J.A.R.V.I.S. tool for Imagineers, and a new content deal with TikTok to produce short videos featuring Marvel, Pixar, Star Wars and other franchises. The company plans to increase its share-repurchase program to at least $9 billion after selling its 50% stake in A+E Global Media.