California - Disney has announced a financial increase in its theme park sector, coinciding with the recent opening of Universal Orlando’s Epic Universe, a new addition to the Orlando theme park landscape. For the fourth quarter of fiscal year 2025, Disney’s theme park division, Disney Experiences, reported a 13% rise in income compared to the same period in 2024, resulting in $1.9 billion in revenue for the quarter.
Domestic Growth and Market Dynamics
In the domestic market, Disney’s theme park sector saw a 9% growth, according to Hugh Johnston, Disney’s Chief Financial Officer, who discussed the company’s earnings during a call on November 13, 2025. Johnston noted that while the opening of Epic Universe was anticipated to impact the Orlando theme park market, it appeared to affect Disney’s competitors more significantly. In contrast, United Parks & Resorts, which owns SeaWorld and Busch Gardens, reported declines in both revenue and attendance during the same quarter.
Epic Universe’s New Attractions
Epic Universe, which officially opened on May 22, features several themed areas, including Super Nintendo World, Dark Universe, and The Wizarding World of Harry Potter – Ministry of Magic. As the first new theme park in Orlando in 25 years, its opening was a significant event that may influence competitive dynamics within the region’s theme park industry.
Disney’s Broader Financial Results
In addition to the fourth-quarter results, Disney also reported its financial performance for the third quarter of fiscal year 2025. During this period, revenue increased by 13% to $2.5 billion, attributed to increased guest spending and the introduction of the new Disney Treasure cruise ship. Disney also launched new shows at Walt Disney World and began celebrations for Disneyland’s 70th anniversary, which may have contributed to the financial results.
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