Citable filing context
DIS's research view summarizes recent SEC filing context, starting with earnings from Aug 5, 2026.
| Filed | Item | Context |
|---|---|---|
| Aug 5, 2026 | earnings | The Walt Disney Company reported fiscal Q3 2026 revenue of $25.2 billion, a 7% increase year-over-year. |
| May 6, 2026 | earnings | Disney reported Q2 2026 revenue of $25.2 billion, a 7% increase from Q2 2025. |
| Mar 20, 2026 | management_change | Walt Disney Co appointed Josh D’Amaro as a Director to its Board, effective March 18, 2026. |
| Aug 5, 2026 | Guidance: adjusted_eps_growth | 16.00 to 16.00 |
| Aug 5, 2026 | Guidance: adjusted_eps_growth | 10.00 to not reported |
| Aug 5, 2026 | Guidance: capital_expenditures | 9000.00 to 9000.00 |
| Aug 5, 2026 | mda_quarterly | For the quarter ended June 27, 2026, The Walt Disney Company reported revenues of $25.2 billion, a 7% increase year-over-year, driven by growth in the Experiences and Entertainment segments. Net income attributable to Disney fell to $2.6 billion from $5.3 billion in the prior-year quarter, primarily due to a significant non-cash tax benefit recognized in the prior period related to Hulu’s U.S. tax classification and a $812 million impairment charge on the company’s investment in A+E Global Media. The Entertainment segment saw operating income rise 64% to $1.7 billion, bolstered by higher subscription and affiliate fees, including impacts from the Fubo and NFL transactions. Conversely, Sports segment operating income declined 17% to $858 million, as revenue gains were offset by increased programming and production costs, including contractual rate hikes and new sports rights. The Experiences segment remained a strong performer, with operating income up 20% to $3.0 billion, fueled by higher theme park attendance and increased cruise ship capacity following the launches of the *Disney Destiny* and *Disney Adventure*. The company continues to manage significant legal exposure, including ongoing securities class actions and antitrust litigation related to its streaming and carriage agreements. |
| May 6, 2026 | mda_quarterly | Revenues for the quarter ended March 28, 2026, increased 7% to $25.2 billion, while net income attributable to Disney decreased to $2.2 billion, primarily due to a significant tax benefit recognized in the prior-year period. Growth was bolstered by the Fubo and NFL transactions, which expanded the company's vMVPD and sports media reach. The Entertainment segment saw a 10% revenue increase to $11.7 billion, driven by higher subscription fees and the theatrical performance of Zootopia 2 and Avatar: Fire and Ash. The Experiences segment grew 7% to $9.5 billion, fueled by domestic park growth and the launch of the Disney Destiny and Disney Adventure cruise ships. Conversely, Sports operating income declined 5% to $652 million as rising programming and production costs offset revenue gains. Disney projects fiscal 2026 capital expenditures of $9 billion and content spending of $24 billion, while targeting $8 billion in share repurchases. Key financial risks include inflationary pressures on operating labor and ongoing antitrust litigation involving DISH and the Unger Action. The company maintains a strong liquidity position with $12.25 billion in unused bank facilities to fund these strategic investments and obligations. |
Source: SEC EDGAR filing text and events; period Aug 5, 2026; filed Aug 5, 2026.
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