DIS
Walt Disney Co
Overview
Walt Disney Company operates three business segments: Entertainment, which produces and distributes films, television content, and streaming services (Disney+, Hulu) to consumers and networks; Sports, which operates ESPN's television channels and streaming services featuring professional and college sports programming; and Experiences, which runs theme parks, resorts, cruise lines, and licenses consumer products based on Disney's intellectual property.
Walt Disney Co is a Communication Services company operating in Entertainment with a $180.41B market cap.
Most recent reported earnings: Q2 FY2026 (Aug 4, 2026).
21 earnings calls indexed on Spoken Alpha.
Behavioral analysis
Management language signature
Disclosures
Investor Relations
Extracted from SEC 10-K filing, 2026-06-21.
Transcripts
Recent earnings calls
Most recent calls indexed for this ticker. Open any call to drill into prepared remarks and Q&A.
- Q1 FY2026Earnings2026-02-0210 Q&A exchanges
- Q4 FY2025Earnings2025-11-1314 Q&A exchanges
- Q3 FY2025Earnings2025-08-0611 Q&A exchanges
- Q2 FY2025Earnings2025-05-0710 Q&A exchanges
- Q1 FY2025Earnings2025-02-0510 Q&A exchanges
- Q4 FY2024Earnings2024-11-1410 Q&A exchanges
- Q3 FY2024Earnings2024-08-079 Q&A exchanges
- Q2 FY2024Earnings2024-05-079 Q&A exchanges
- Q1 FY2024Earnings2024-02-079 Q&A exchanges
- Q4 FY2023Earnings2023-11-087 Q&A exchanges
- Q3 FY2023Earnings2023-08-0913 Q&A exchanges
- Q2 FY2023Earnings2023-05-1011 Q&A exchanges
- Q1 FY2023Earnings2023-02-0810 Q&A exchanges
- Q4 FY2022Earnings2022-11-0813 Q&A exchanges
- Q3 FY2022Earnings2022-08-1010 Q&A exchanges
- Q2 FY2022Earnings2022-05-1110 Q&A exchanges
- Q1 FY2022Earnings2022-02-0912 Q&A exchanges
- Q4 FY2021Earnings2021-11-107 Q&A exchanges
- Q3 FY2021Earnings2021-08-1212 Q&A exchanges
- Q2 FY2021Earnings2021-05-1321 Q&A exchanges
- Q1 FY2021Earnings2021-02-1123 Q&A exchanges
History
Earnings history
- Q2 FY20262026-08-04EPS— vs $1.87—Rev— vs ——EODHD
- Q1 FY20262026-05-05EPS$1.57 vs $1.50+4.7%Rev$25.17B vs ——EODHD
- Q4 FY20252025-11-12EPS$1.11 vs $1.02+8.8%Rev$22.46B vs ——EODHD
- Q3 FY20252025-08-05EPS$1.61 vs $1.45+11.0%Rev$23.65B vs ——EODHD
- Q2 FY20252025-05-06EPS$1.45 vs $1.21+19.8%Rev$23.62B vs ——EODHD
- Q1 FY20252025-02-04EPS$1.76 vs $1.43+23.1%Rev$24.69B vs ——EODHD
- Q4 FY20242024-11-13EPS$1.14 vs $1.11+2.7%Rev$22.57B vs ——EODHD
- Q3 FY20242024-08-06EPS$1.39 vs $1.19+16.8%Rev$23.16B vs ——EODHD
- Q2 FY20242024-05-06EPS$1.21 vs $1.10+10.0%Rev$22.08B vs ——EODHD
- Q1 FY20242024-02-06EPS$1.22 vs $1.03+18.4%Rev$23.55B vs ——EODHD
- Q4 FY20232023-11-07EPS$0.82 vs $0.71+15.5%Rev$21.24B vs ——EODHD
- Q3 FY20232023-08-08EPS$1.04 vs $0.98+6.1%Rev$22.33B vs ——EODHD
- Q2 FY20232023-05-09EPS$0.93 vs $0.94-1.1%Rev$21.82B vs ——EODHD
- Q1 FY20232023-02-07EPS$0.99 vs $0.79+25.3%Rev$23.51B vs ——EODHD
- Q4 FY20222022-11-07EPS$0.30 vs $0.56-46.4%Rev$20.15B vs ——EODHD
- Q3 FY20222022-08-09EPS$1.09 vs $0.99+10.1%Rev$21.50B vs ——EODHD
- Q2 FY20222022-05-10EPS$1.08 vs $1.19-9.2%Rev$19.25B vs ——EODHD
- Q1 FY20222022-02-08EPS$1.06 vs $0.62+71.0%Rev$21.82B vs ——EODHD
- Q4 FY20212021-11-09EPS$0.38 vs $0.50-24.0%Rev$18.53B vs ——EODHD
- Q3 FY20212021-08-11EPS$0.80 vs $0.55+45.5%Rev$17.02B vs ——EODHD
| Period | Reported | EPS actual | EPS consensus | EPS surprise | Revenue actual | Revenue consensus | Rev. surprise | Source |
|---|---|---|---|---|---|---|---|---|
| Q2 FY2026 | 2026-08-04 | — | $1.87 | — | — | — | — | EODHD |
| Q1 FY2026 | 2026-05-05 | $1.57 | $1.50 | +4.7% | $25.17B | — | — | EODHD |
| Q4 FY2025 | 2025-11-12 | $1.11 | $1.02 | +8.8% | $22.46B | — | — | EODHD |
| Q3 FY2025 | 2025-08-05 | $1.61 | $1.45 | +11.0% | $23.65B | — | — | EODHD |
| Q2 FY2025 | 2025-05-06 | $1.45 | $1.21 | +19.8% | $23.62B | — | — | EODHD |
| Q1 FY2025 | 2025-02-04 | $1.76 | $1.43 | +23.1% | $24.69B | — | — | EODHD |
| Q4 FY2024 | 2024-11-13 | $1.14 | $1.11 | +2.7% | $22.57B | — | — | EODHD |
| Q3 FY2024 | 2024-08-06 | $1.39 | $1.19 | +16.8% | $23.16B | — | — | EODHD |
| Q2 FY2024 | 2024-05-06 | $1.21 | $1.10 | +10.0% | $22.08B | — | — | EODHD |
| Q1 FY2024 | 2024-02-06 | $1.22 | $1.03 | +18.4% | $23.55B | — | — | EODHD |
| Q4 FY2023 | 2023-11-07 | $0.82 | $0.71 | +15.5% | $21.24B | — | — | EODHD |
| Q3 FY2023 | 2023-08-08 | $1.04 | $0.98 | +6.1% | $22.33B | — | — | EODHD |
| Q2 FY2023 | 2023-05-09 | $0.93 | $0.94 | -1.1% | $21.82B | — | — | EODHD |
| Q1 FY2023 | 2023-02-07 | $0.99 | $0.79 | +25.3% | $23.51B | — | — | EODHD |
| Q4 FY2022 | 2022-11-07 | $0.30 | $0.56 | -46.4% | $20.15B | — | — | EODHD |
| Q3 FY2022 | 2022-08-09 | $1.09 | $0.99 | +10.1% | $21.50B | — | — | EODHD |
| Q2 FY2022 | 2022-05-10 | $1.08 | $1.19 | -9.2% | $19.25B | — | — | EODHD |
| Q1 FY2022 | 2022-02-08 | $1.06 | $0.62 | +71.0% | $21.82B | — | — | EODHD |
| Q4 FY2021 | 2021-11-09 | $0.38 | $0.50 | -24.0% | $18.53B | — | — | EODHD |
| Q3 FY2021 | 2021-08-11 | $0.80 | $0.55 | +45.5% | $17.02B | — | — | EODHD |
Source: EODHD. DIS reported actuals as published; sparse fields render as —.
Track Record
SampleSpoken Alpha tracks DIS's historical accountability: how often management beat consensus, how the stock reacted, and how guidance evolved across the cycle. The figures below are illustrative placeholder data generated for layout — they will be replaced with real deviation metrics, True Consensus values, and EODHD price reactions as those data layers land.
Beats consensus 10/10 quarters but stock falls 70% of the time
SampleWhen a company consistently beats but the stock doesn't react, consensus is usually set too low or the buy-side number is materially above sell-side. Watch for guidance walk-downs ahead of the print.
Raised guidance 5 quarters in a row
SampleConsecutive raises tighten the bar quarter over quarter. Watch the most recent print for the magnitude of the beat — a smaller beat against a higher bar is the early signal that the regime is breaking.
Quarterly beats & misses
Sample| Quarter | Actual EPS | Consensus | Surprise | 1D | 5D |
|---|---|---|---|---|---|
| Q1 FY2026 | $4.24 | $3.78 | +12.1% | -8.3% | -8.4% |
| Q4 FY2026 | $4.00 | $3.87 | +3.3% | -2.9% | -2.2% |
| Q3 FY2026 | $4.34 | $3.84 | +13.0% | -9.7% | -7.4% |
| Q2 FY2026 | $4.55 | $3.98 | +14.4% | -7.0% | -5.1% |
| Q1 FY2025 | $4.14 | $3.77 | +9.7% | +0.7% | +0.7% |
| Q4 FY2025 | $4.17 | $3.89 | +7.1% | -7.1% | -8.8% |
| Q3 FY2025 | $4.13 | $3.85 | +7.2% | -5.0% | -2.9% |
| Q2 FY2025 | $4.11 | $4.03 | +1.9% | +0.5% | -0.5% |
| Q1 FY2024 | $4.31 | $3.89 | +10.9% | +0.8% | +2.9% |
| Q4 FY2024 | $4.15 | $4.10 | +1.1% | -1.3% | +0.3% |
Guidance change history
Sample- Q1 FY2026Raised2026-04-15
- Q4 FY2026Maintained2026-13-15
- Q3 FY2026Raised2026-10-15
- Q2 FY2026Raised2026-07-15
- Q1 FY2025Raised2025-04-15
- Q4 FY2025Raised2025-13-15
- Q3 FY2025Raised2025-10-15
- Q2 FY2025Maintained2025-07-15
Top executives
SampleSpoken Alpha builds an accountability record per executive — how the person's own guidance, language, and reactions have evolved across every call they've appeared on. The one-liners below are illustrative placeholder data pending the deviation v1 work. Click any name for the full role timeline and call appearance history.
- Joshua W DamaroCEO3 mono recorded callsCurrentSample
CEO since 2026 • 1/2 beats (50%) • last guidance raise Q2 FY2026
- Robert A IgerCEO6 mo13 callsCurrentSample
CEO since 2025 • 3/4 beats (75%) • last guidance cut Q3 FY2026
- Hugh F JohnstonCFO6 mo9 callsCurrentSample
CFO since 2025 • 2/4 beats (50%) • guidance suspended Q3 FY2026
- Dana WaldenPresident3 mono recorded callsCurrentSample
PRESIDENT since 2026 • 1/2 beats (50%) • last call held guidance Q3 FY2026
- Paul M RoederSr EVP and Chief Comm Officer3 mono recorded callsCurrentSample
OTHER_C_SUITE since 2026 • 1/2 beats (50%) • guidance suspended Q2 FY2026
- Sonia L ColemanSr. EVP & Chief People Officer6 mono recorded callsCurrentSample
OTHER_C_SUITE since 2025 • 2/4 beats (50%) • last guidance cut Q1 FY2026
Peers
Other companies in Communication Services
Sector peers tracked by Spoken Alpha. Each links to the same machine-readable IR surface — earnings calls, executives, and accountability scores.
API
For developers and AI agents
The same data on this page is available as a machine-readable feed via the Spoken Alpha API. One call returns the IR URL, recent transcripts, and accountability scores for DIS.
$ curl https://api.spokenalpha.com/v1/companies/DISFAQ
Frequently asked about DIS
Where can I find Walt Disney Co's (DIS) earnings call transcripts?
Spoken Alpha indexes DIS's earnings call transcripts at https://spokenalpha.com/companies/DIS. Each call links to attributed speakers and parsed analyst Q&A. Walt Disney Co's own investor relations page is at https://investors.thewaltdisneycompany.com/.
When was Walt Disney Co's most recent earnings call?
Walt Disney Co (DIS) held its most recent earnings call on 2026-02-02, covering fiscal Q1 2026.
What sector is DIS in?
Walt Disney Co (DIS) operates in the Communication Services sector (Entertainment industry).