a stunning firework show is held at the magic kingdom park in walt disney world resort on july 1 2021 in lake buena vista florida  disney is set to report fiscal fourthquarter earnings after the bell wednesday here are the key numbers analysts are expecting according to a refinitiv survey the company may show slowing growth of its disney streaming service during the goldman sachs communacopia conference in september ceo bob chapek said the segments growth has hit some headwinds and that disney expects to add low singledigit millions of streaming subscribers in the fourth quarter wall street seems more bullish than chapek streetaccount estimates the company will report 1254 million total disney subscribers as of the fourth quarter suggesting 94 million new subscribers since the third quarter investors will be attuned to the companys subscriber guidance for the fiscal first quarter of next year jpmorgan said in a note oct 25 that theres a growing concern in the investor community that disney wont be able to hit its 2024 target of 230 million to 260 million disney subscribers we understand the backdrop for the concerns given 1 the moderation in growth in recent quarters 2 more competition and 3 general concerns that the initial impressive sub ramp benefitted from stayathome impacts of covid19 and is not representative of growth in a more normalized environment the jpmorgan analysts said disney will also provide updates about its theatrical business which saw a strong uptick during the most recent quarter the company released films such as black widow free guy and shangchi and the legend of the ten rings during those three months and delivered solid boxoffice results looking to the last stretch of the year disney will release hotly anticipated films encanto and spiderman no way home which are expected to be big draws for audiences domestically and abroad analysts will also pay attention to the companys comments around recovery in the global theme park and resorts business on monday the us lifted its pandemic travel restrictions which had barred many international visitors from entering the country since early 2020 an influx of foreign tourists will be a boon to disneys domestic theme parks despite some domestic travel hiccups in august disneys domestic parks recovery should push fy 2022 operating profits back to fy 2019 levels the speed of this improvement is unprecedented and will likely lead to parks profits and margins above prior peaks going forward moffettnathanson wrote in an october note in the last quarter disneys parks experiences and products segment returned to profitability for the first time since the pandemic began though the parks alone were not yet profitable the resurrection of the theme park industry is critical to disneys top line in 2019 the segment which includes cruises and hotels accounted for 37 of the companys 696 billion in total revenue this is a developing story please check back for updates