Disney’s Entertainment Model Stumbles as Amazon Doubles Down on AI Infrastructure Spending
Yahoo Finance·2025-12-09 22:12

24/7 Wall St. Quick Read AWS grew 20% to a 110BrunratewhileDisneysflatrevenuereflectsstreaminggainsoffsetby35110B run rate while Disney’s flat revenue reflects streaming gains offset by 35% lower Entertainment operating income. Amazon spent 35.1B on capex in Q3 and plans over 75Bin2025forAIinfrastructure.Disneyallocated75B in 2025 for AI infrastructure. Disney allocated 2.47B to capex. Amazon’s 24.3% return on equity nearly doubles Disney’s 12.2% due to recurring cloud revenue versus cyclical content performance. If you’re thinking about retiring or know someone who is, there are three quick questions ...