Disney’s Earnings Beat Could Spark a “Melt-Up Summer”

May 8, 2025

DAILY ISSUE

In Today’s Masters in Trading: Live

LIVE: Disney's Earnings Beat Could Spark a "Melt-Up Summer"

The House of Mouse just knocked its latest earnings out of the park – and it's helping breathe new life into the markets.

Disney smashed expectations with $23.62 billion in revenue, easily beating the $23.17 billion analysts were looking for.

Every part of Disney's business is firing on all cylinders right now.

The streaming division (Disney+, Hulu, and ESPN+) finally turned profitable with a $336 million win. This is huge – it proves Disney's big streaming bet is finally paying off.

Of course, theme parks remain Disney's cash cow.

The parks generated over half of total profits as travel rebounds and people open their wallets wider at the parks.

Investors are already signaling they’re very pleased with Disney’s performance. They’ve sent the stock over 13% higher in just two days following the announcement.

But this earnings beat isn’t just a big win for Disney... This positive reaction comes at a critical time for the broader market.

In the long run, Disney's strength could give the markets the push they need to fuel a broader rally from here. This is especially true when it comes to beaten-down sectors like tech.

And for options traders, the entertainment juggernaut is already opening up some golden new opportunities.

Momentum is clearly building and full-year guidance is now up 16% year-over-year. That means Disney looks primed for more upside through the summer months.

A play on any stocks set to benefit from Disney’s upshot could help us keep our capital at work through the summer. A broader rally from here would just be the cherry on top.

So join me for Masters in Trading LIVE today at 11 AM EST, where I'll dig deeper into Disney's impressive numbers and show you where the opportunities are opening up for options traders right now.

ALL ACCESS MEMBERS ALERT: In today's All Access segment, I’ll give you the details on a new trading opportunity I’m watching. Don't have All Access? Call 1-800-784-0871 to learn more.

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90-Day Trade Hall of Fame

Company (Ticker)	Portfolio	Gain	Duration
Cameco Corp. (CCJ)	Advanced Notice	164%	9 days
Harmonic Inc. (HLIT)	Earnings Advantage	156%	47 days
Shopify Inc. (SHOP)	Earnings Advantage	117%	37 days
iShares MSCI Mexico ETF/ iShares Msci Brazil ETF	Divergence Trader	100%	19 days
Century Aluminum Co.	All Access	96%	15 days
Note: These trades represent previously closed positions.

Remember, the creative trader wins,

Jonathan Rose
Founder, Masters in Trading

Who is Jonathan Rose?

In 1997, Jonathan got his start as a floor trader at the Chicago Mercantile Exchange. He traded futures on the Nasdaq and S&P 500 during the dot-com boom and bust.

In 2003, he became Director of Trading at a leading proprietary trading firm. His job was to manage the risk for the entire firm… with dozens of traders under his supervision.

In 2010, the firm sold to a billion-dollar hedge fund. And Jonathan took a career break to train for the Wisconsin Ironman.

After completing the 140-mile triathlon, in 2011, he took his trading career in a new direction. He became a market maker at the world’s largest at the Chicago Board Options Exchange. It’s the world's largest and most influential options exchange.

But it wasn’t until 2015 that he found his true passion – teaching regular folks how to trade like the pros at Masters in Trading.

Since then, he’s trained more than 100 professional traders and helped thousands of folks learn to trade options like pros. These folks not only get to learn the ropes with Jonathan. They can also follow his trade recommendations in real time.

To learn more about joining Jonathan’s thriving community, and becoming the best trader you can be, visit MastersinTrading.com.

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