Disney's weaker theatrical results affected its fourth-quarter earnings, though its experiences segment continued to perform, particularly the cruise line.

Disney's revenue for the September quarter was roughly flat year over year -- coming in short of Wall Street estimates -- and adjusted earnings per share declined 3%. But Disney+ and Hulu subscriber additions were better than expected,

Disney CFO Hugh Johnston says the company is confident in its current IP portfolio and has no plans for major M&A despite broader media consolidation.

Disney's Q4 and FY2025 earnings statement has dropped, and it indicates a big year for both Disney+ and Disney's theme parks. The parks saw record operating income for both the year and the quarter, despite a small (1%) decline in attendance at U.

On the streaming topic, analysts pointed out that they were taking into account 14 days of impact from the ongoing YouTube TV blackout, which they estimated at “$60 million revenue headwind.” This means that with each week that passes with Disney channels not accessible via YouTube TV, Disney is losing around $30 million.

CNBC's Julia Boorstin and Barton Crockett, Rosenblatt Securities senior analyst, joins 'The Exchange' to discuss Disney's quarterly earnings results, what investors are looking for from Disney and much more.

The company's experiences division also saw steady growth, even as its linear TV business continues to suffer.

Despite a spike in cancellations surrounding the suspension of Jimmy Kimmel in September, Disney’s streaming subscriber rates are looking pretty good. On Thursday, the company released its Q4 earnings report,