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

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

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

    80% confidence
  • Sports segment operating income will show low-single digit growth 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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Agentic AI Goes Operational: Platform Governance, Local Silicon, and the Physical-AI Data Race
In mid-to-late October 2026, enterprise vendors (Cisco, Fortinet, ServiceNow, Intuit, Salesforce/Braze, Adobe) shipped agent governance, AI security and AI-driven customer engagement products, while a parallel hardware wave (NVIDIA RTX Spark laptops, ASUS, Apple's iPad mini, Microsoft's hybrid local/cloud Windows) pushed AI onto local devices. A third strand, physical AI (Encord, Harvest Praxis, Hesai), argues that real-world sensor data and cheaper edge chips are the next bottleneck. The common thread is the shift from AI experimentation to governed, scaled deployment, with Salesforce's Braze acquisition showing consolidation and fintech players like Intuit tying AI to trusted financial data. The facts support a broad industry theme but contain little direct finance or regulatory evidence, so the AI-finance angle is thin.
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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
Ford Motor Company
Both facts give cash for Ford Motor Company at the same point in time (2025-12-31; FY 2025 year-end and Q4 2025 year-end are the same date). Both are labelled USD, but the values are 23,356,000,000 and 23.356, which cannot both be true in USD. The two numbers agree once the second is read as billions (23.356 bn = 23,356,000,000), so the economic content is consistent and the conflict is a unit/scale error in the Q4 2025 record. The period is not the reason for the conflict: a Q4 and an FY figure at the same year-end date should match.
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