DIS
The Walt Disney Company111.62
+1.13+1.02%
Dec 16, 4:00:45 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q1 '26
Q&A reaffirms with parks/streaming color
Q&A largely reaffirms the upbeat prepared remarks, adding color on parks demand with Walt Disney World posting strong attendance and pricing amid hurricane overlap, plus full-year bookings up 5% weighted to the back half after pivoting marketing to domestics due to soft international visibility. Streaming revenue grew 13% from pricing, regional expansion, and bundles that cut churn, with a unified Disney+/Hulu app slated for year-end and Sora AI videos jump-starting short-form on Disney+. No FY27 EPS guidance tweak. Management touts IP strength amid WBD drama, no rush for more buys. Both parks and entertainment poised to vie for profit lead. Confident tone prevails; investors will eye parks bookings durability.
Key Stats
Market Cap
200.69BP/E (TTM)
16.29Basic EPS (TTM)
6.85Dividend Yield
0.01%Recent Filings
8-K
8-K
Disney renews $9.25B revolvers
Disney inked a $5.25B 364-day facility with Citibank expiring February 26, 2027—extendable to 2028—and a $4B five-year pact with JPMorgan maturing February 27, 2031. Both unsecured lines back commercial paper and general corporate needs, with TWDC guaranteeing until released. Lenders demand 3x EBITDA/interest coverage. Routine liquidity refresh.
8-K
Schake departs Disney March 2026
Disney terminated Senior EVP and Chief Communications Officer Kristina Schake without cause, effective March 19, 2026, coinciding with Bob Iger's CEO exit. Schake, who joined in 2022, shaped comms for key events like Iger's return, streaming profitability, and leadership transitions. She exits with separation benefits per her agreement. Successor undisclosed.
8-K
Disney prices $4B notes
Disney inked an underwriting deal on February 10, 2026, to sell $4B in notes: $500M floating-rate due 2029, $1B at 3.750% due 2029, $1.5B at 4.000% due 2031, and $1B at 4.625% due 2036. Issued under the 2019 indenture with Citigroup and J.P. Morgan leading. No use of proceeds disclosed. Filing preps shelf registration items.
8-K
Disney appoints D'Amaro CEO
Disney's board named Josh D'Amaro CEO and Dana Walden President and Chief Creative Officer, effective March 18, 2026, succeeding Robert Iger, who shifts to Senior Advisor through December 31, 2026. D'Amaro, 54, brings 28 years from Disney Experiences; Walden, 61, rises from entertainment co-chair. Leadership shakeup signals continuity. New severance plan approved.
IPO
Employees
Sector
Industry
AMCX
AMC Networks Inc.
9.79-0.19
FOX
Fox Corporation
62.57-0.64
LYV
Live Nation Entertainment, Inc.
138.10-3.56
NFLX
Netflix, Inc.
94.57+0.80
NWS
News Corporation
29.48+0.21
PRKS
United Parks & Resorts Inc.
35.08-0.08
PSKY
Paramount Skydance Corporation
13.85-0.14
SIRI
SiriusXM Holdings Inc.
21.49-0.05
TKO
TKO Group Holdings, Inc.
210.65+3.20
WBD
Warner Bros. Discovery, Inc. -
28.90-0.81