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Disney Earnings Calls
| Release date | May 06, 2026 |
| EPS estimate | $1.49 |
| EPS actual | $1.57 |
| EPS Surprise | 5.37% |
| Revenue estimate | 24.866B |
| Revenue actual | 25.168B |
| Revenue Surprise | 1.21% |
| Release date | Feb 02, 2026 |
| EPS estimate | $1.57 |
| EPS actual | $1.63 |
| EPS Surprise | 3.82% |
| Revenue estimate | 25.697B |
| Revenue actual | 25.981B |
| Revenue Surprise | 1.11% |
| Release date | Nov 13, 2025 |
| EPS estimate | $1.05 |
| EPS actual | $1.11 |
| EPS Surprise | 5.71% |
| Revenue estimate | 22.757B |
| Revenue actual | 22.464B |
| Revenue Surprise | -1.29% |
| Release date | Aug 06, 2025 |
| EPS estimate | $1.45 |
| EPS actual | $1.61 |
| EPS Surprise | 11.03% |
| Revenue estimate | 23.693B |
| Revenue actual | 23.576B |
| Revenue Surprise | -0.494% |
Last 4 Quarters for Disney
Below you can see how DIS performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Aug 06, 2025 |
| Price on release | $115.17 |
| EPS estimate | $1.45 |
| EPS actual | $1.61 |
| EPS surprise | 11.03% |
| Date | Price |
|---|---|
| Jul 31, 2025 | $119.11 |
| Aug 01, 2025 | $116.59 |
| Aug 04, 2025 | $119.35 |
| Aug 05, 2025 | $118.32 |
| Aug 06, 2025 | $115.17 |
| Aug 07, 2025 | $112.88 |
| Aug 08, 2025 | $112.43 |
| Aug 11, 2025 | $112.55 |
| Aug 12, 2025 | $113.72 |
| 4 days before | -3.31% |
| 4 days after | -1.26% |
| On release day | -1.99% |
| Change in period | -4.53% |
| Release date | Nov 13, 2025 |
| Price on release | $107.61 |
| EPS estimate | $1.05 |
| EPS actual | $1.11 |
| EPS surprise | 5.71% |
| Date | Price |
|---|---|
| Nov 07, 2025 | $110.74 |
| Nov 10, 2025 | $112.23 |
| Nov 11, 2025 | $114.85 |
| Nov 12, 2025 | $116.65 |
| Nov 13, 2025 | $107.61 |
| Nov 14, 2025 | $105.80 |
| Nov 17, 2025 | $105.69 |
| Nov 18, 2025 | $106.28 |
| Nov 19, 2025 | $104.67 |
| 4 days before | -2.83% |
| 4 days after | -2.73% |
| On release day | -1.68% |
| Change in period | -5.48% |
| Release date | Feb 02, 2026 |
| Price on release | $104.45 |
| EPS estimate | $1.57 |
| EPS actual | $1.63 |
| EPS surprise | 3.82% |
| Date | Price |
|---|---|
| Jan 27, 2026 | $110.61 |
| Jan 28, 2026 | $109.62 |
| Jan 29, 2026 | $111.58 |
| Jan 30, 2026 | $112.80 |
| Feb 02, 2026 | $104.45 |
| Feb 03, 2026 | $104.26 |
| Feb 04, 2026 | $107.05 |
| Feb 05, 2026 | $104.98 |
| Feb 06, 2026 | $108.70 |
| 4 days before | -5.57% |
| 4 days after | 4.07% |
| On release day | -0.187% |
| Change in period | -1.73% |
| Release date | May 06, 2026 |
| Price on release | $107.99 |
| EPS estimate | $1.49 |
| EPS actual | $1.57 |
| EPS surprise | 5.37% |
| Date | Price |
|---|---|
| Apr 30, 2026 | $103.76 |
| May 01, 2026 | $103.08 |
| May 04, 2026 | $101.31 |
| May 05, 2026 | $100.48 |
| May 06, 2026 | $107.99 |
| May 07, 2026 | $108.72 |
| May 08, 2026 | $107.99 |
| May 11, 2026 | $104.71 |
| May 12, 2026 | $106.16 |
| 4 days before | 4.08% |
| 4 days after | -1.69% |
| On release day | 0.676% |
| Change in period | 2.31% |
Disney Earnings Call Transcript Summary of Q1 2026
Key points for investors: 1) Strong content and box office: Disney studios generated more than $6.5 billion global box office in calendar 2025 (third biggest year ever) with multiple $1B+ titles (e.g., Avatar: Fire and Ash, Zootopia 2) that drive downstream value across streaming, parks, and consumer products. 2) Streaming progress: Disney is continuing technology/product enhancements, international/local content investment, bundling (Disney+/Hulu/ESPN) and saw subscription revenue growth (13%) driven by pricing, international growth and bundles; management reaffirmed the objective to drive streaming to double-digit operating margins (aiming for ~10% this fiscal year) and highlighted improving operating leverage. 3) Sports/ESPN: Launched ESPN Limited (early positive adoption), delivered strong live sports ratings, and closed acquisition of NFL Network and related assets to bolster football content and streaming inventory. 4) Experiences/parks momentum: Experiences revenue topped $10 billion for the quarter; expansion projects across parks (including the reimagined Frozen land at Disneyland Paris next month), new ships for Disney Cruise Line, plus bookings up ~5% for the year (weighted to back half). 5) AI and short-form strategy: Three-year licensing agreement with OpenAI to enable curated, 30-second Sora-generated videos of ~250 characters, with curated short-form on Disney+ and potential user-created experiences to boost engagement. 6) Financial/operational notes: Entertainment theatrical slate is expected to drive stronger back-half results (Devil Wears Prada 2, The Mandalorian and Grogu, Toy Story 5, live-action Moana, Avengers: Doomsday); management reports continued progress toward streaming profitability and operating leverage while still investing in content and tech. No change provided to fiscal '27 guidance. Overall tone: company says it has materially improved its position over the past three years, is generating growing free cash flow from experiences, and is on a path to profitable, higher-margin streaming while monetizing a strong IP portfolio.
