Disney vs Booking Holdings
Disney vs Booking Holdings: this page compares business models, financial performance, and market context for two leading companies in entertainment and travel services. The overview highlights strategies, operations, and market positions in a neutral, accessible way. Educational content, not financial advice.
Disney vs Booking Holdings: this page compares business models, financial performance, and market context for two leading companies in entertainment and travel services. The overview highlights strate...
Why It's Moving
Disney Gears Up for CEO Succession Shake-Up as Iger's Exit Looms.
- Board commits to naming Iger's replacement early this year, opting for a high-ranking internal executive to avoid past succession pitfalls.
- Iger set to step down by end of 2026 without extension, paving way for fresh leadership to tackle ongoing challenges.
- Studio momentum builds with top multiplex draws, fueling optimism for Disney to outperform the broader market after years of lagging.
Booking Holdings rides earnings anticipation amid mixed insider signals and resilient travel demand.
- Analysts forecast Q4 EPS of $48.59, up 16.94% year-over-year, signaling strong profitability amid normalizing travel demand.
- Revenue expected at $6.12 billion, a 12% jump from last year, highlighting Booking's grip on flexible, multi-leg trip bookings.
- Insider sales by executives like David Fogel (1,013 shares for $5.25M) on Jan. 15 add caution, even as institutional holders like Massachusetts Financial boost stakes.
Disney Gears Up for CEO Succession Shake-Up as Iger's Exit Looms.
- Board commits to naming Iger's replacement early this year, opting for a high-ranking internal executive to avoid past succession pitfalls.
- Iger set to step down by end of 2026 without extension, paving way for fresh leadership to tackle ongoing challenges.
- Studio momentum builds with top multiplex draws, fueling optimism for Disney to outperform the broader market after years of lagging.
Booking Holdings rides earnings anticipation amid mixed insider signals and resilient travel demand.
- Analysts forecast Q4 EPS of $48.59, up 16.94% year-over-year, signaling strong profitability amid normalizing travel demand.
- Revenue expected at $6.12 billion, a 12% jump from last year, highlighting Booking's grip on flexible, multi-leg trip bookings.
- Insider sales by executives like David Fogel (1,013 shares for $5.25M) on Jan. 15 add caution, even as institutional holders like Massachusetts Financial boost stakes.
Investment Analysis
Disney
DIS
Pros
- Disney has achieved a pivotal milestone in its direct-to-consumer streaming transformation, showing operating income turnaround with $346 million in Q3 fiscal 2025.
- The company demonstrated strong subscriber growth, adding 2.6 million net subscribers in Q3 2025, reaching 183 million total Disney+ and Hulu subscribers.
- Management projects double-digit percentage growth in streaming operating income for fiscal 2026, reflecting confidence in sustainable profitability.
Considerations
- Disney shares currently trade at a price-to-earnings ratio below historical average, raising valuation concerns amid near-term headwinds.
- Stock forecasts show potential downside with an expected share price decline of about 13-15% by December 2025 on some models.
- Short-term subscriber growth for Disney+ is expected to be modest due to recent price increases and the end of promotional offers.
Booking Holdings
BKNG
Pros
- Booking Holdings operates in the resilient online travel services sector with a strong global brand portfolio including Booking.com and Kayak.
- The company benefits from growth in travel demand recovery post-pandemic, driving revenue and profitability improvements in 2024-2025.
- Robust cash flow generation and a strong balance sheet provide financial flexibility for investments and shareholder returns.
Considerations
- Booking's high stock price level reflects expectations priced in, posing valuation risk if growth slows or macroeconomic headwinds intensify.
- Significant dependency on travel industry cyclicality exposes the business to risks from economic downturns, geopolitical tensions, or health crises.
- Competitive pressure from other online travel agencies and rising marketing costs could compress margins and slow customer acquisition.
Related Market Insights
Travel Stocks: The Recovery Play That's Finally Taking Off
Explore top travel stocks poised for growth as the industry stages a remarkable comeback. Discover opportunities in cruises, hotels, and airlines with Nemo.
Aimee Silverwood | Financial Analyst
July 25, 2025
Related Market Insights
Travel Stocks: The Recovery Play That's Finally Taking Off
Explore top travel stocks poised for growth as the industry stages a remarkable comeback. Discover opportunities in cruises, hotels, and airlines with Nemo.
Aimee Silverwood | Financial Analyst
July 25, 2025
Disney (DIS) Next Earnings Date
Disney's next earnings date is scheduled for February 2, 2026, before the market opens, with a conference call at 8:30 AM ET. This report will cover the Q1 2026 fiscal quarter, following the prior quarter's results released on November 13, 2025. Analysts anticipate EPS of approximately $1.57 and revenue of $25.54 billion for this upcoming release.
Booking Holdings (BKNG) Next Earnings Date
Booking Holdings (BKNG) next earnings date is estimated for February 18-19, 2026, prior to market open, as the company has not yet confirmed the exact date. This report will cover the fourth quarter of 2025 (Q4 2025), ending December 31, 2025, consistent with historical patterns of late-February releases for prior-year Q4 results. Investors should monitor official announcements for confirmation, given the alignment across multiple estimates.
Disney (DIS) Next Earnings Date
Disney's next earnings date is scheduled for February 2, 2026, before the market opens, with a conference call at 8:30 AM ET. This report will cover the Q1 2026 fiscal quarter, following the prior quarter's results released on November 13, 2025. Analysts anticipate EPS of approximately $1.57 and revenue of $25.54 billion for this upcoming release.
Booking Holdings (BKNG) Next Earnings Date
Booking Holdings (BKNG) next earnings date is estimated for February 18-19, 2026, prior to market open, as the company has not yet confirmed the exact date. This report will cover the fourth quarter of 2025 (Q4 2025), ending December 31, 2025, consistent with historical patterns of late-February releases for prior-year Q4 results. Investors should monitor official announcements for confirmation, given the alignment across multiple estimates.
Which Baskets Do They Appear In?
Travel
Investment opportunities already packed for you. This carefully curated collection of travel stocks represents companies poised to capitalize on the industry's post-pandemic revival. Selected by professional analysts for their recovery potential and growth opportunities.
Published: May 23, 2025
Explore BasketWhich Baskets Do They Appear In?
Travel
Investment opportunities already packed for you. This carefully curated collection of travel stocks represents companies poised to capitalize on the industry's post-pandemic revival. Selected by professional analysts for their recovery potential and growth opportunities.
Published: May 23, 2025
Explore BasketBuy DIS or BKNG in Nemo
Zero Commission
Trade stocks, ETFs, and more with zero commission. Keep more of your returns.
Trusted & Regulated
Part of Exinity Group 2015, serving over a million customers globally.
6% Interest on Cash
Earn 6% AER on uninvested cash with daily interest payments.
Discover More Comparisons
Disney vs TJX
Disney vs TJX: A neutral comparison
Disney vs Nike
Disney vs Nike: Business comparison overview
Disney vs Lowe's
Disney vs Lowe's: A corporate comparison