Walt Disney (DIS) Company Report

Flow network has surpassed 40 million unique user accounts and processed 950 million transactions
Adopted by major brands including NBA, NFL, Disney & Ticketmaster, fueling mainstream adoption
Integrated EVM equivalence to enhance developer accessibility and ecosystem compatibility
Launched the Forte upgrade to provide advanced on-chain automation and expand into consumer finance in 2026

1 day ago

Press Release

Disney reports Q1 2026 earnings and strong segment performance

DIS

Earnings

Guidance Update

Product Launch

Film studios delivered $6.5 billion at the global box office in 2025, Disney’s third-biggest year ever, with three $1 billion+ releases (Avatar: Fire and Ash; Zootopia 2; Lilo & Stitch) and Zootopia 2 becoming the highest-grossing animated film ever at $1.7 billion.
Streaming revenue grew 12% in Q1 with over 50% earnings growth, driven by price increases, bundling, and technology improvements; Disney+ is on track for a 10% operating margin this fiscal year and pursuing double-digit revenue growth.
Experiences segment posted record $10 billion+ quarterly revenue, with 5% full-year bookings growth and major expansions including the new World of Frozen at Disneyland Paris, Disney Destiny cruise ship, and the upcoming Disney Adventure home-ported in Asia.
ESPN achieved its best college football ratings since 2011, Monday Night Football’s second-highest viewership in 20 years, and a top-three NBA season, and launched ESPN Unlimited with strong early adoption, alongside the acquisition of NFL Network and RedZone assets.
Management highlighted an upcoming theatrical slate—Devil Wears Prada 2, Mandalorian & Grogu, Toy Story 5, live-action Moana, Avengers: Doomsday—and plans to introduce short-form Sora-generated content on Disney+ under a three-year OpenAI licensing agreement.

4 days ago

Transcript

Disney reports Q1 FY2026 results

DIS

Earnings

Guidance Update

New Projects/Investments

Disney’s film studios achieved >$6.5 B at the global box office in CY 2025, its third-largest year and ninth consecutive year as No. 1, with three $1 B+ releases (Avatar: Fire and Ash; Zootopia 2; Lilo & Stitch) and Zootopia 2 becoming the highest-grossing animated film ever with >$1.7 B.
Streaming subscription revenue grew 13% in Q1, driven by pricing, North American and international subscriber gains, and bundling; Q1 streaming delivered 12% revenue growth and >50% earnings growth, targeting a 10% operating margin for FY 2026.
Experiences segment revenue topped $10 B for the first time in a quarter, with strong Walt Disney World attendance and pricing (benefiting from hurricane overlap), full-year parks bookings up 5%, and expansions including the World of Frozen land in Disneyland Paris opening in March and two new ships (Disney Destiny; Disney Adventure).
Upcoming FY 2026 theatrical slate includes The Devil Wears Prada 2, The Mandalorian and Grogu, Toy Story 5, live-action Moana, and Avengers: Doomsday, supporting accelerated entertainment growth in the back half.

4 days ago

Transcript

Disney reports Q1 FY2026 results

DIS

Earnings

Revenue Acceleration/Inflection

Film studios generated $6.5 billion global box office in CY2025—their third-largest year ever and ninth consecutive year as industry leader—driven by three $1 billion+ releases, including Zootopia 2 with $1.7 billion (37 of 60 industry billion-dollar films).
Q1 streaming subscription revenue grew 13%, led by pricing, North America & international expansion, and bundle adoption; streaming delivered 12% revenue growth and over 50% earnings growth, with a 10% margin target for FY2026.
ESPN achieved record Q1 ratings—most-watched college football since 2011, ABC’s best season since 2006, MNF’s second-highest viewership in 20 years, and third most-watched NBA season—while closing acquisition of NFL Network & RedZone.
Experiences revenue topped $10 billion for the first time; Walt Disney World saw strong attendance & pricing, full-year bookings up 5% (back-half weighted), with World of Frozen Paris and Disney Destiny cruise expanding capacity.

4 days ago

Transcript

Disney reports Q1 fiscal 2026 results

DIS

Earnings

Guidance Update

The Walt Disney Company reported $26.0 billion in revenues for Q1 FY 2026, a 5% increase year-over-year, with diluted EPS of $1.34 and adjusted EPS of $1.63.
Segment operating income declined 9% to $4.6 billion, driven by a 35% drop in Entertainment OI despite 7% revenue growth to $11.6 billion, while Experiences achieved record Q1 revenue of $10.0 billion and OI of $3.3 billion; Sports OI fell to $191 million on higher rights costs.
SVOD revenue rose 11% to $5.3 billion, with SVOD operating income up 72% to $450 million, yielding an 8.4% margin.
For Q2 FY 2026, Disney expects SVOD operating income of approximately $500 million, flat Entertainment OI, modest Experiences OI growth and FY 2026 guidance of double-digit adjusted EPS growth, a 10% SVOD margin, $19 billion cash from operations and $7 billion in share repurchases.

5 days ago

8-K

Disney reports Q1 FY26 earnings

DIS

Earnings

Guidance Update

Share Buyback

Q1 FY26 revenue rose 5% to $26.0 billion, while total segment operating income fell 9% to $4.6 billion; diluted EPS declined to $1.34 and adjusted EPS to $1.63.
SVOD revenue grew 11%, driving SVOD operating income up to $450 million with an 8.4% margin.
Experiences delivered a record $10.0 billion in quarterly revenue and $3.3 billion in operating income; domestic Parks & Experiences OI was up 8%, with attendance +1% and per capita spending +4%.
FY26 guidance calls for double-digit segment OI growth, a 10% SVOD operating margin, double-digit adjusted EPS growth and on-track share repurchases of $7 billion.

5 days ago

Press Release

Disney beats Q1 FY2026 expectations; operating income falls

DIS

Earnings

Guidance Update

M&A

Disney reported $26.0 billion in Q1 FY2026 revenue (up ~5% YoY), with adjusted EPS of $1.63 and diluted EPS of $1.34.
Overall segment operating income declined ~9% to $4.6 billion, with income before taxes at $3.7 billion.
Experiences segment posted a record quarter: $10.0 billion in revenue and $3.3 billion in operating income.
Entertainment operating income fell to $1.1 billion, while streaming revenue reached $5.3 billion (streaming operating income ~$450 million).
Disney provided guidance for next quarter: flat Entertainment operating income, $500 million in streaming-TV profit (up ~$200 million YoY) and modest parks growth.

5 days ago

Bloomberg

Disney CEO Bob Iger plans early exit

DIS

CEO Change

Executive Compensation

New Projects/Investments

Bob Iger will step back from daily management and exit the CEO role before his Dec. 31, 2026 contract expires, with the board set to vote on a successor next week and an announcement expected early 2026
Succession candidates narrowed to Josh D’Amaro (widely viewed as the favorite) and Dana Walden, with Iger remaining several months post-announcement to mentor the new leader
Iger’s 2025 total compensation was $45.8 million (an 11.5% increase), including $2.59 million in other compensation; he stands for re-election to the board on March 18, 2026
Disney is directing a $60 billion investment push into its Parks & Experiences business under D’Amaro, underscoring the strategic stakes of the CEO succession

7 days ago

Morningstar

smart expands global reach in 2025 and previews 2026 roadmap

DIS

Product Launch

New Projects/Investments

smart entered 10 new international markets in 2025, bringing its total presence to 39 countries and regions worldwide.
The brand’s global retail network increased 25% to 688 outlets, with a 130% surge in new‐market outlets and 43% growth in China.
Every smart model earned 5-star Euro NCAP safety ratings and Red Dot Design Awards, and the smart #5 was named Norway’s Car of the Year 2026.
smart’s 2026 product roadmap includes two strategic launches—the #2 city two-seater in late 2026 and the #6 EHD fastback sedan by mid-2026.

Jan 5, 2026, 7:00 PM

Press Release

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