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Earnings Episodes

United Parks: Buybacks, Assets, and a Missing Plan
March 1, 2026

United Parks: Buybacks, Assets, and a Missing Plan

United Parks & Resorts reported fiscal 2025 results this week; Revenue, attendance, net income, EBITDA were all down.

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Six Flags Q4 Earnings: A New CEO, a 27% Margin, $5.1B in Debt, and a Lot of Obvious Ideas
Feb. 22, 2026

Six Flags Q4 Earnings: A New CEO, a 27% Margin, $5.1B in Debt, and a …

Six Flags posted Q4 2025 results this week, and the results weren't good.

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Six Flags' Regional Passes & Disney's New CEO
Feb. 8, 2026

Six Flags' Regional Passes & Disney's New CEO

Six Flags is rolling out a simplified season pass structure and Disney has a new CEO.

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Universal’s Flywheel Is Working
Feb. 1, 2026

Universal’s Flywheel Is Working

Comcast’s Parks division crossed $1 billion in quarterly EBITDA for the first time in Q4 2025, driven by a 22 percent increase in parks revenue and a 24 percent increase in EBITDA.

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Magic, Money, and the Middle East: Disney’s Record Quarter
May 19, 2025

Magic, Money, and the Middle East: Disney’s Record Quarter

Disney’s stock jumped 7 % after a blockbuster Q2 - and we breakdown why.

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Comcast's Cash Machine: Can Epic Universe Replace Dying Cable?
April 28, 2025

Comcast's Cash Machine: Can Epic Universe Replace Dying Cable?

Cord-cutting continues to threaten Comcast, but it sees hope in its theme parks.

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What United Airline's Strategic Shift Signals for Theme Parks & Tourism
April 18, 2025

What United Airline's Strategic Shift Signals for Theme Parks & Touri…

Travel patterns are changing. United Airlines' latest earnings reveal a strategic pivot as they prepare for two economic scenarios in 2025, cutting domestic flight capacity by 4% while seeing surges in both premium and budget travelers.

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Fantasy Springs Boosts Tokyo Disney as Universal Tests LARPing
Feb. 16, 2025

Fantasy Springs Boosts Tokyo Disney as Universal Tests LARPing

Tokyo Disney Resort is thriving with Fantasy Springs and seasonal events driving record-breaking revenue, while Universal Studios Hollywood is experimenting with a bold new event: Fan Fest Nights.

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Disney Q1 FY25 Earnings Deep Dive: Parks, Streaming, and ESPN’s Next Moves | Green Tagged
Feb. 10, 2025

Disney Q1 FY25 Earnings Deep Dive: Parks, Streaming, and ESPN’s Next …

Is Disney’s success unstoppable? Despite rising ticket prices, hurricanes disrupting domestic parks, and the looming Epic Universe, Disney still delivered a strong quarter.

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