DIS
The Walt Disney·NYSE
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DIS fundamentals
The Walt Disney (DIS) released its earnings on Feb 2, 2026: revenue was 25.98B (YoY +5.23%), beat estimates; EPS was 1.63 (YoY -7.39%), beat estimates.
Revenue / YoY
25.98B
+5.23%
EPS / YoY
1.63
-7.39%
Report date
Feb 2, 2026
DIS Earnings Call Summary for Q1,2026
- Record Box Office: Q1 2026 box office revenue surpasses $6.5B, with Zootopia 2 becoming Hollywood's highest-grossing animated film ever.
- Streaming Profitability: Streaming EBIT margin reaches 12%, targeting double-digit margins. Sora AI content to launch on Disney+ in 2026.
- Park Expansion: Parks revenue exceeds $10B Q1, with new projects like World of Frozen at Disneyland Paris and Disney Cruise Line's Disney Adventure (Asia) driving global growth.
- NFL Deal Boost: ESPN Unlimited adoption strong, with NFL Network and RedZone rights enhancing sports streaming offerings.
- Balanced Growth: Parks and streaming both on track for EBIT leadership, with FY26 guidance for double-digit revenue growth and margin expansion.
EPS
Actual | 0.6 | 0.08 | -0.2 | 0.32 | 0.79 | 0.8 | 0.37 | 1.06 | 1.08 | 1.09 | 0.3 | 0.99 | 0.93 | 1.03 | 0.82 | 1.22 | 1.21 | 1.39 | 1.14 | 1.76 | 1.45 | 1.61 | 1.11 | 1.63 | ||||||||||||||||
Forecast | 0.9135 | -0.639 | -0.7235 | -0.3551 | 0.2646 | 0.5454 | 0.5209 | 0.7369 | 1.1879 | 0.9733 | 0.5575 | 0.7677 | 0.9332 | 0.9558 | 0.7143 | 0.993 | 1.098 | 1.197 | 1.1058 | 1.449 | 1.188 | 1.4534 | 1.0452 | 1.5708 | ||||||||||||||||
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | -34.32% | +112.52% | +72.36% | +190.12% | +198.56% | +46.68% | -28.97% | +43.85% | -9.08% | +11.99% | -46.19% | +28.96% | -0.34% | +7.76% | +14.80% | +22.86% | +10.20% | +16.12% | +3.09% | +21.46% | +22.05% | +10.77% | +6.20% | +3.77% |
Revenue
Actual | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 18.01B | 11.78B | 14.71B | 16.25B | 15.61B | 17.02B | 18.53B | 21.82B | 20.27B | 21.50B | 20.15B | 23.51B | 21.82B | 22.33B | 21.24B | 23.55B | 22.08B | 23.16B | 22.57B | 24.69B | 23.62B | 23.65B | 22.46B | 25.98B |
Forecast | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 18.12B | 12.39B | 14.15B | 15.89B | 15.86B | 16.76B | 18.80B | 20.27B | 20.05B | 20.99B | 21.27B | 23.44B | 21.79B | 22.50B | 21.37B | 23.71B | 22.12B | 23.08B | 22.49B | 24.67B | 23.09B | 23.69B | 22.76B | 25.70B |
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | -0.63% | -4.96% | +3.95% | +2.24% | -1.57% | +1.55% | -1.43% | +7.64% | +1.09% | +2.43% | -5.26% | +0.30% | +0.09% | -0.74% | -0.60% | -0.68% | -0.17% | +0.32% | +0.36% | +0.10% | +2.29% | -0.18% | -1.29% | +1.11% |
Earnings Call
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What factors drove the changes in The Walt Disney's revenue and profit?What were the key takeaways from The Walt Disney's earnings call?What does The Walt Disney do and what are its main business segments?What is The Walt Disney's gross profit margin?What is The Walt Disney's latest dividend and current dividend yield?Did The Walt Disney beat or miss consensus estimates last quarter?What were the key takeaways from The Walt Disney’s earnings call?What is the revenue and EPS growth rate for The Walt Disney year over year?
