Walt Disney (WDP) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date

May 13, 2026

After Close (Confirmed)

Period Ending

2026 (Q2)

Consensus EPS Forecast

1.38

Last Year’s EPS

1.22

Same Quarter Last Year

Analyst Consensus

Strong Buy

Based on 20 Analysts Ratings

Earnings Call Summary

Q1 2026

Earnings Call Date:Feb 02, 2026|

% Change Since:

Earnings Call Sentiment|Positive

The call emphasized multiple concrete operational and financial improvements — strong box office, significant streaming revenue and earnings growth, major ESPN ratings and strategic NFL asset acquisition, and record quarterly experiences revenue (> $10B) with bookings up 5%. Management also highlighted product initiatives (bundles, unified app, short‑form AI content) and a robust content pipeline. Headwinds and risks include lack of subscriber disclosure, ongoing sports subscriber declines (though improved), limited visibility on international park visitation, historical streaming investment drag (now improving), constraints on the AI content rollout, and no new long‑term guidance updates. On balance, positive operational momentum and measurable improvements outweigh the remaining uncertainties and execution risks.

Company Guidance

Management’s guidance focused chiefly on streaming and parks: streaming, which delivered ~12% revenue growth and a little over 50% earnings growth in Q1, is guided to reach roughly a 10% operating margin this fiscal year (versus ~5% last year) as the business has moved from multi‑billion dollar losses (about $1.5B/quarter previously and ~ $4B last year) to generating “more than $1 billion” over the last year; SVOD subscription revenue was up 13% and management reiterated a goal of double‑digit streaming revenue growth. For Experiences, bookings are up 5% for the full year (weighted to the back half) and quarterly revenue topped $10 billion. Management gave no update to fiscal 2027 adjusted EPS or CapEx guidance (so prior guidance stands), and set timing targets for product rollouts: a unified Disney+/Hulu app by year‑end (calendar) and curated 30‑second Sora‑generated character videos on Disney+ in fiscal 2026 under a three‑year OpenAI license.

Strong Box Office Performance

Film studios generated more than $6.5 billion in global box office in calendar year 2025 (third biggest year ever). Disney was #1 at the global box office for the ninth year in the past decade. Three $1B+ titles in 2025 (Avatar: Fire and Ash, Zootopia 2, Lilo & Stitch); Zootopia 2 earned ~ $1.7 billion and became the highest‑grossing animated film ever. To date Disney accounts for 37 of the 60 billion‑dollar films industry‑wide.

Streaming Revenue and Profitability Momentum

Streaming delivered 12% revenue growth in the quarter and roughly a little over 50% earnings growth quarter‑over‑quarter. Management has moved streaming from large losses (previously ~ $1.5B loss in a quarter historically) to positive operating results, reaching a ~5% margin last year and targeting a ~10% margin this fiscal year.

SVOD Subscription Revenue Growth

Subscription revenue grew 13%, driven by pricing actions, growth in both North America and international markets, and strong performance from bundles (duo, trio, and max), which also reduced churn.

Sports / ESPN Strength and NFL Asset Acquisition

ESPN delivered outstanding ratings (most‑watched college football since 2011; ABC best college football season since 2006; Monday Night Football second‑highest viewership in 20 years; season‑to‑date third most‑watched NBA regular season). Closed acquisition of NFL Network and related assets to bolster ESPN content and streaming inventory.

Experiences Segment Milestones and Revenue

Experiences revenue exceeded $10 billion in the quarter for the first time. Parks & experiences saw strong operational momentum: Walt Disney World had a very good quarter with strong attendance and pricing, bookings for the full year are up 5% (weighted toward the back half), and major expansions underway (Frozen world at Disneyland Paris, Disney Destiny cruise launched with positive guest reviews, Disney Adventure to home‑port in Asia).

Content Pipeline & Cross‑Platform Synergies

Robust upcoming theatrical slate (The Devil Wears Prada 2, The Mandalorian and Grogu, Toy Story 5, live‑action Moana, Avengers: Doomsday). Management highlighted that theatrical hits (e.g., Zootopia 2 and Avatar) meaningfully lift Disney+ engagement (prior related films drove nearly ~1M first streams and hundreds of millions of hours consumed).

Short‑Form / AI Initiative (OpenAI Sora Deal)

Entered a 3‑year licensing agreement with OpenAI to allow curated Sora‑generated 30‑second videos for ~250 characters (no human voice/face) to be hosted on Disney+. This creates a roadmap for short‑form, user‑prompted content to boost engagement.

Walt Disney (DE:WDP) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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DE:WDP Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
May 13, 2026	2026 (Q2)	1.38 / -	1.221	―	―	―
Feb 02, 2026	2026 (Q1)	1.32 / 1.37	1.482	-7.39% (-0.11)	―
Nov 13, 2025	2025 (Q4)	0.88 / 0.93	0.96	-2.63% (-0.03)	―
Aug 06, 2025	2025 (Q3)	1.22 / 1.36	1.171	15.83% (+0.19)	―
May 07, 2025	2025 (Q2)	1.00 / 1.22	1.019	19.83% (+0.20)	―
Feb 05, 2025	2025 (Q1)	1.22 / 1.48	1.027	44.26% (+0.45)	―
Nov 14, 2024	2024 (Q4)	0.93 / 0.96	0.691	39.02% (+0.27)
Aug 07, 2024	2024 (Q3)	1.01 / 1.17	0.867	34.95% (+0.30)
May 07, 2024	2024 (Q2)	0.92 / 1.02	0.783	30.11% (+0.24)
Feb 07, 2024	2024 (Q1)	0.84 / 1.03	0.834	23.23% (+0.19)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

DE:WDP Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Nov 13, 2025	€99.32	€90.46	-8.92%
Aug 06, 2025	€101.38	€97.67	-3.65%
May 07, 2025	€80.54	€88.60	+10.01%
Feb 05, 2025	€108.02	€106.30	-1.59%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.