In 4Q25 (fiscal 1Q26) Disney’s streaming division delivered a positive performance amid changes across its conglomerated video business. Some advertising challenges and questions are expected to persist in the coming quarters.
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Disney’s 4Q25 shows D2C gains, ad challenges, and future prep
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The Analyst Team
Paul Erickson
Follow AnalystPrincipal Analyst
Paul Erickson is an industry analyst with broad experience across the Media and Entertainment technology sector. He is the US-focused Principal Analyst within Omdia’s global Media & Entertainment research practice and is part of the team driving Omdia’s TV and Online Video Intelligence Service. Paul currently concentrates on the dynamic intersection and integration of streaming video, TV, and advertising,
He rejoined Omdia in 2024 after several years of private consultancy, and prior roles as Research Director for Entertainment and Consumer Electronics at Parks Associates and as an industry analyst for Omdia / IHS Markit, NPD DisplaySearch (now Circana), and IMS Research.
His veteran experience and insights span two decades across streaming video services / platforms, broadcast and pay TV, connected consumer electronics, digital Media, UI / UX technologies, smart home, gaming, and audio technologies.
Paul has been quoted in a variety of news outlets and industry publications, including the Financial Times, the Wall Street Journal, Variety, Los Angeles Times, USA Today, Associated Press, Reuters, CNN, BusinessWeek, Bloomberg, ABC News, CBS News, NBC News, New York Times, Wired, and CNET. He is also a frequent speaker at industry conferences, such as CES, IBC, CTV World Summit, StreamTV, and IFA. Paul is a two-time AVIXA Emerging Trends Fellow honoree.
Matthew Bailey
Follow AnalystSenior Principal Analyst, Advertising
Matthew Bailey leads Omdia’s advertising research, covering the global digital and traditional media advertising sectors. Matthew’s research focuses on the ad operations of big tech players, TV broadcaster advertising strategies, ad-supported online video (AVOD/FAST), retail media, and the evolving connected TV advertising landscape.
He also has expertise in—and produces research into—the broader media, entertainment, and technology industry, including OTT video, digital publishing, social media, video games, and consumer platforms and devices.
Prior to joining Omdia, formerly Ovum, in 2015, Matthew worked as a senior research analyst at MarketLine. He holds a degree in English language and literature from the University of Leeds.
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