$Walt Disney(DIS)$Recent results have been very strong. Revenue in the company's latest fiscal quarter jumped 26% year over year, far better than the market expected, as the COVID-19 pandemic didn't have nearly as much of an effect on the business.

First, as anyone who has been to a Disney theme park lately can tell you, demand for in-person entertainment is back in full force. And not only have the parks been full, but Disney is doing a tremendous job of increasing monetization. Newer products like the Genie+ and Lightning Lane pay-per-use features are increasing per-guest spending, and revenue increased by a staggering 70% year over year in the Parks, Experiences, and Products segment. Disney's parks are actually generating more revenue than in pre-COVID times, and with fewer guests.

On the streaming side of the business, user growth has been excellent. Many investors had feared that Disney+ growth would grind to a halt (as we recently saw with Netflix, but that simply isn't the case. The company added more than 14 million Disney+ subscribers globally in the latest quarter alone, bringing its total to 152.1 million. The company did post a loss of $1.06 billion in its direct-to-consumer segment as it invests heavily in content, but a growing subscriber base should translate to long-tailed profitability.