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Earnings Episodes

May 17, 2026

United Parks' Q1 Misses & Sphere Lands at Yas Island

United Parks Q1 was rough across the board, and Abu Dhabi has more announcements.
May 9, 2026

Six Flags' Regional Pass Moat & D'Amaro's Disney+ Pivot

Six Flags and Disney both had excellent earnings calls, but they seem to have opposite strategies.
April 27, 2026

Comcast Q1: Universal Parks Up 24%, Asia Slowing

Comcast's Q1 earnings call delivered good news almost across the board, and we break down what it means for the theme parks division.
April 5, 2026

Six Flags' New Chairman, Merlin's Attendance Drops & Maya Culture as IP

Six Flags appointed Richard Haddrill as executive chairman of the board, replacing Marilyn Spiegel (who stays on as lead independent director). Haddrill comes from the gaming industry — he was CEO of Bally Technologies and executive vice chairman at Scientific Games. The move continues the board refresh that Jana Partners demanded, and it puts more pressure on CEO John Reilly to deliver results now that the "board is in the way" excuse is gone. Merlin Entertainments reported its 2025 annual r...
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.
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.
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.
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.
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.
April 18, 2025

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

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.
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.
Feb. 10, 2025

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

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