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Source document· February 2, 2026

The Walt Disney Company Reports First Quarter Earnings for Fiscal 2026

View original at finance.yahoo.com
The Walt Disney Company Reports First Quarter Earnings for Fiscal 2026 BURBANK, Calif., February 02, 2026--(BUSINESS WIRE)--The Walt Disney Company (NYSE:DIS) today reported earnings for its first quarter ended December 27, 2025…
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  • Entertainment segment operating income will show double-digit growth for full year FY2026, weighted to second half

    80% confidence
  • Disney delivered strong box office performance in calendar year 2025 with billion-dollar hits like Zootopia 2 and Avatar: Fire and Ash, franchises that generate value across many of Disney's businesses

    80% confidence
  • Disney is pleased with the start to fiscal year 2026 and achievements reflect tremendous progress made

    80% confidence
  • SVOD operating income will be approximately $500M in Q2 FY2026, representing $200M increase over Q2 FY2025

    80% confidence
  • Sports segment operating income will show low-single digit growth for full year FY2026

    80% confidence
  • Entertainment segment operating income will be comparable to Q2 FY2025 in Q2 FY2026

    80% confidence
  • SVOD operating margin will reach 10% for full year FY2026

    80% confidence
  • Sports segment operating income will decline by $100M in Q2 FY2026

    80% confidence
  • Adjusted EPS will show double-digit growth for full year FY2026

    80% confidence
  • CEO is incredibly proud of all that Disney has accomplished over the past three years

    80% confidence
  • Disney is on track with $7B stock repurchase program for FY2026

    80% confidence
  • Experiences segment operating income will show high-single digit growth for full year FY2026, weighted to second half

    80% confidence
  • Cash from operations will be $19B for full year FY2026

    80% confidence

Data points we hold from this source

The Walt Disney Company · corporate expenses304000000 USD
The Walt Disney Company · current borrowings10800000000 USD
The Walt Disney Company · depreciation1000000000 USD
The Walt Disney Company · diluted eps1.40 USD
The Walt Disney Company · domestic parks capex2300000000 USD
The Walt Disney Company · entertainment capex293000000 USD
The Walt Disney Company · long term debt35800000000 USD
The Walt Disney Company · treasury stock9500000000 USD
The Walt Disney Company · interest expense net275000000 USD
The Walt Disney Company · income before taxes3700000000 USD
The Walt Disney Company · international parks capex357000000 USD
The Walt Disney Company · total equity114000000000 USD
The Walt Disney Company · receivables15100000000 USD
The Walt Disney Company · capital expenditures3000000000 USD
The Walt Disney Company · total assets202100000000 USD
The Walt Disney Company · cash from operations735000000 USD
The Walt Disney Company · tax rate32.7 percent
The Walt Disney Company · segment operating income5100000000 USD
The Walt Disney Company · adjusted eps1.76 USD
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What we're seeing
AI Funding Surge: Capital Floods Fintech, Foundation Models, and Autonomous Systems
A concentrated burst of AI-linked funding on 2026-08-28 pushed well over $1.5B into companies spanning fraud/identity fintech (Socure, which also acquired Fravity), foundation models (Stability AI), AI agents and enterprise tooling (Instinct, Generalist AI, Emerald AI, Owner), and AI-adjacent autonomous/aerospace ventures (Gatik, Regent Craft). The breadth and simultaneity of these rounds signal that investor appetite for AI is not concentrated in a single vertical but is broadening into applied and infrastructure-adjacent domains, with consolidation (Socure-Fravity) beginning alongside fresh capital formation.
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EPKINLY Regulatory-Clinical Success Cascade
High probability of expanded label indications, additional combination approvals, and competitive positioning strength in follicular lymphoma market. Predicts positive commercial uptake and potential accelerated review for related indications.
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Where sources disagree
Morgan Stanley & Co. LLC
The same metric (eps) for the same entity (Morgan Stanley & Co. LLC) reported for the identical fiscal period (Q1 2026) and observation date (2026-03-31) has two conflicting values: 3.43 USD_per_share vs 3.08 USD. This is not a temporal change — both observations claim to measure the same point in time. The ~10% discrepancy (0.35 USD difference) is material for a financial metric.
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