Earnings summaries and quarterly performance for Walt Disney.
Executive leadership at Walt Disney.
Robert Iger
Detailed
Chief Executive Officer
CEO
HG
Horacio Gutierrez
Detailed
Senior Executive Vice President, Chief Legal and Global Affairs Officer
HJ
Hugh Johnston
Detailed
Senior Executive Vice President and Chief Financial Officer
KS
Kristina Schake
Detailed
Senior Executive Vice President and Chief Communications Officer
SC
Sonia Coleman
Detailed
Senior Executive Vice President and Chief People Officer
Board of directors at Walt Disney.
Research analysts who have asked questions during Walt Disney earnings calls.
Benjamin Swinburne
Morgan Stanley
5 questions for DIS
Also covers: AMT, BATRA, CCI +23 more
DK
David Karnovsky
JPMorgan Chase & Co.
5 questions for DIS
Also covers: CCO, CNK, FWONK +17 more
JR
Jessica Reif Ehrlich
Bank of America Securities
5 questions for DIS
Also covers: CHTR, CMCSA, FOXA +6 more
Michael Morris
Guggenheim Partners
5 questions for DIS
Also covers: FOXA, NFLX, PARA +5 more
KV
Kannan Venkateshwar
Barclays PLC
4 questions for DIS
Also covers: NYT, SPOT, T +5 more
Robert Fishman
MoffettNathanson
4 questions for DIS
Also covers: CNK, DKNG, FLUT +7 more
JH
John Hodulik
UBS Group AG
3 questions for DIS
Also covers: AMCX, CHTR, CMCSA +7 more
MN
Michael Ng
Goldman Sachs
3 questions for DIS
Also covers: AAPL, ANET, AXON +20 more
Steven Cahall
Wells Fargo & Company
3 questions for DIS
Also covers: AMCX, ATUS, CABO +17 more
BK
Bryan Kraft
Deutsche Bank AG
2 questions for DIS
Also covers: ASTS, ATUS, CHTR +8 more
Kutgun Maral
Evercore ISI
2 questions for DIS
Also covers: ATUS, CHTR, CMCSA +11 more
Peter Supino
Wolfe Research
2 questions for DIS
Also covers: CHTR, FWONK, FYBR +12 more
JH
John Hedrick
UBS
1 question for DIS
LY
Laurent Yoon
Bernstein
1 question for DIS
Robert Fishman
MoffettNathanson LLC
1 question for DIS
Also covers: NFLX
SC
Steve Cahill
Wells Fargo
1 question for DIS
Also covers: NFLX, STGW
TN
Tim Nollen
Macquarie Group
1 question for DIS
Also covers: CRTO, IPG, MGNI +2 more
Recent press releases and 8-K filings for DIS.
Disney strikes $1B licensing deal with OpenAI
DIS
New Projects/Investments
- Disney and OpenAI entered a three-year licensing deal covering over 200 characters from Disney, Marvel, Pixar and Star Wars for AI-generated short videos
- Disney will make a $1 billion equity investment in OpenAI, receive warrants and become a major customer of OpenAI’s APIs
- The license covers animated characters, costumes, props, vehicles and environments but excludes talent likenesses and voices; some generated shorts will stream on Disney+
- The partnership aims to extend AI-driven storytelling and leverage OpenAI’s Sora platform and ChatGPT for internal and consumer-facing products
- Disney shares rose by 1.7% intraday following the deal announcement
Dec 11, 2025, 2:12 PM
Disney outlines fiscal 2026 guidance and strategic priorities at Wells Fargo TMT Summit
DIS
Guidance Update
Share Buyback
Dividends
- Reported fiscal 2025 EPS up 19% (19% EPS CAGR over three years) and guided fiscal 2026 to double-digit EPS growth (ex-53rd week) and fiscal 2027 to double-digit growth.
- Parks & Experiences delivered a record $10 billion operating income in fiscal 2025; domestic parks attendance was flat (–1% ex-hurricane), Q4 down 2%, while Q1 bookings pace is up 3% and per-cap spending rose 5%.
- Direct-to-Consumer reached ~195 million subscribers, targets double-digit revenue growth and a 10% SVOD margin in fiscal 2026; app convergence is expected to boost engagement, retention and deliver percentage-point margin expansion over time.
- Fiscal 2026 CapEx is guided at $9 billion; capital returns include a 50% dividend increase and $7 billion of share repurchases, supported by strong cash flow growth.
Nov 19, 2025, 4:00 PM
Disney outlines fiscal 2026 guidance at Wells Fargo TMT Summit
DIS
Guidance Update
Dividends
Share Buyback
- Disney delivered fiscal 2025 EPS growth of 19% CAGR over three years and guided fiscal 2026 to double-digit EPS growth (ex-53rd week) and fiscal 2027 to double-digit EPS growth.
- Domestic parks attendance was flat in fiscal 2025 (1% drag from a hurricane), with Q4 down 2%, offset by 3% higher Q1 bookings and 5% per-cap spending growth.
- Disney Plus hit 195 million global subscribers and is targeting double-digit annual revenue growth with multi-year margin expansion in its DTC segment.
- ESPN’s new direct-to-consumer streaming launched successfully, with 80% of retail subscribers opting into the trio bundle, boosting engagement and retention.
- Fiscal 2026 CapEx is set at $9 billion with $10 billion of free cash flow expected, supporting a 50% dividend increase and $7 billion in share repurchases.
Nov 19, 2025, 4:00 PM
Disney outlines FY2026 guidance and strategic priorities at Wells Fargo TMT Summit
DIS
Guidance Update
Dividends
Share Buyback
- Disney delivered 19% EPS growth in FY25 and guides to double-digit EPS growth in FY26 (excl. the 53rd week) and FY27.
- Parks segment hit a record $10 billion operating income in FY25, with domestic Q4 attendance down 2% but per-cap spending up 5% and Q1 bookings +3%, driven by yield management and capacity expansions including new cruise ships and attractions.
- DTC business reached ~195 million subscribers, targeting double-digit revenue growth and a 10%+ SVOD margin in FY26, with plans to unify Disney+, Hulu and ESPN to boost engagement and retention.
- ESPN’s DTC streaming app is off to a very strong start with 80% of new subscribers bundled in the trio offering; the NFL strategic deal to acquire NFL Network, RedZone and fantasy assets adds games and is expected to be ~$0.05 EPS accretive at close.
- Capital allocation for FY26 includes $9 billion CapEx, $10 billion free cash flow, a 50% dividend increase and $7 billion share repurchase, balanced with ongoing business investments and select tuck-in M&A.
Nov 19, 2025, 4:00 PM
Disney reports Q4 2025 results and FY 2026 outlook
DIS
Earnings
Guidance Update
Share Buyback
- Fiscal 2025 adjusted EPS rose 19% year-over-year; the company forecasts double-digit adjusted EPS growth in fiscal 2026 and plans $7 billion in share repurchases plus a 50% rise in its cash dividend to $1.50 per share.
- The studios achieved four $1 billion+ global franchise hits in the past two years; Lilo & Stitch is the highest-grossing Hollywood film of 2025, drew 14.3 million Disney+ views in five days and generated over $4 billion in consumer products retail sales; Disney crossed $4 billion in global box office for the fourth consecutive year.
- Streaming operating income grew 39% in Q4 and reached $1.3 billion for FY 2025—up $1.2 billion from last year and $300 million ahead of guidance—as ESPN’s new DTC service and app enhancements drive subscriber engagement and ad demand.
- The experiences segment set record operating income, up 13% in Q4 and 8% for the full year; the cruise fleet expands to eight ships with two launches imminently and five more beyond FY 2026, alongside ongoing theme-park and resort investments worldwide.
Nov 13, 2025, 1:30 PM
Disney reports Q4 2025 earnings and raises fiscal 2026 guidance
DIS
Earnings
Guidance Update
Share Buyback
- Adjusted EPS for fiscal 2025 rose 19% year-over-year, with fiscal 2026 expected to deliver double-digit EPS growth; board approved $7 billion in share repurchases (versus $3.5 billion in FY 2025) and a 50% dividend increase to $1.50/share.
- Streaming (DTC) operating income grew 39% in Q4, reaching $1.3 billion for the full year (up $1.2 billion), beating prior guidance by $300 million and transforming a $4 billion loss three years ago.
- ESPN’s DTC launch attracted primarily new users, with 80% of subscribers adopting the “trio” bundle (Disney+, Hulu, ESPN), driving deeper engagement and advertiser demand.
- Studios delivered four $1 billion+ global hits in two years, led by live-action Lilo & Stitch (highest-grossing Hollywood film YTD) with 14.3 million Disney+ views in five days; upcoming slate includes Zootopia 2 and Avatar: Fire and Ash.
- Experiences segment achieved record operating income, up 13% in Q4 and 8% for the full year, supported by new cruise ships and ongoing park expansions.
Nov 13, 2025, 1:30 PM
Disney reports Q4 and full-year fiscal 2025 earnings
DIS
Earnings
Guidance Update
Dividends
- The Walt Disney Company reported Q4 FY2025 revenues of $22.5 billion, flat year-over-year, and full-year revenues of $94.4 billion, up 3%.
- Q4 diluted EPS was $0.73 versus $0.25 in the prior-year quarter; full-year diluted EPS was $6.85 versus $2.72, and adjusted full-year EPS rose 19% to $5.93.
- At quarter end, Disney’s Direct-to-Consumer segment had 196 million combined Disney+ and Hulu subscriptions, including 132 million Disney+ subscribers.
- For FY2026, Disney expects double-digit segment operating income growth in Entertainment, low-single digit in Sports and high-single digit in Experiences; it forecasts $19 billion cash from operations, $9 billion of CapEx, a $7 billion share repurchase target and a $1.50 per share dividend.
Nov 13, 2025, 11:42 AM
Disney reports Q4 and full year fiscal 2025 results
DIS
Earnings
- Disney reported Q4 revenue of $22.5 billion, flat YoY, and full-year revenue of $94.4 billion, up 3%.
- Income before income taxes rose to $2.0 billion in Q4 (vs $0.9 billion) and to $12.0 billion for the year (vs $7.6 billion).
- Diluted EPS was $0.73 in Q4 (vs $0.25) and $6.85 for the year (vs $2.72).
- Total segment operating income was $3.5 billion in Q4 (down 5%) and $17.6 billion for the year (up 12%).
- Disney+ and Hulu subscriptions reached 196 million, including 132 million Disney+ subs at quarter end.
Nov 13, 2025, 11:40 AM
WEBTOON Entertainment reports Q3 2025 results
DIS
Earnings
Guidance Update
- Total revenue rose 8.7% year-over-year to $378.0 million, with 9.1% growth on a constant currency basis.
- Recorded a net loss of $11.1 million and Adjusted EBITDA of $5.1 million (1.4% margin).
- Ended Q3 with $584.6 million in cash and equivalents and no debt.
- Q4 2025 guidance: revenue of $330–340 million (-5.1% to ‑2.3% constant currency) and Adjusted EBITDA loss of $6.5–1.5 million.
Nov 12, 2025, 9:05 PM
Disney plans ESPN expansion in Asia to boost streaming
DIS
New Projects/Investments
- Disney is expanding its ESPN sports brand into Asia with tailored live sports content per market, building on integrations in Australia and New Zealand.
- The company has produced over 150 original titles in the Asia Pacific region since 2021, investing heavily in local content production in Japan and Korea.
- This strategy aims to drive Disney+ subscriber growth and diversify revenue streams, positioning it as a bullish indicator for stock performance.
- Market-specific rollouts will secure regional sports rights to align with local fan bases and launch timings.
Nov 12, 2025, 5:39 PM
Quarterly earnings call transcripts for Walt Disney.
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