The Walt Disney Company (DIS) Earnings Call Transcripts
The Walt Disney Company's Latest Earnings Call - September 9, 2026
In the fiscal Q3 2026 earnings call for The Walt Disney Company, management highlighted strong momentum across its segments, particularly in streaming and theme parks. Revenue for the quarter was reported at $22.5 billion, with earnings per share (EPS) of $2.35, both exceeding analyst expectations. Management maintained guidance for 12% underlying EPS growth for the fiscal year 2027, signaling confidence in continued operational improvements and strategic investments.
Reported metrics
| Metric | Value |
|---|---|
| Revenue | $22.5B (beat) |
| EPS | $2.35 (beat) |
| Theme Park Attendance Growth | 3% (positive) |
| Streaming Margins | 13% (positive) |
| Underlying EPS Growth Guidance | 12% (inline) |
| Consumer Products Growth Rate | 20% (positive) |
Guidance from management
Management maintained guidance for 12% underlying EPS growth for fiscal 2027, driven by strategic investments in streaming and experiences.
What management said
Yes. I mean our growth is really driven by 2 things. Number one is experiences and specifically streaming within experiences, and we certainly feel very, very good about that. And number 2 is...
What analysts pressed on
Analysts raised concerns regarding the potential impact of a softer ad environment on revenue growth. There were also questions about the integration of Hulu and its effect on subscriber metrics.
Main topics on the call
- Streaming Service Integration — Disney is focusing on integrating Hulu into Disney+, enhancing user experience and engagement. CFO Hugh Johnston stated, "We've now created that one fan one account ecosystem," which aims to reduce churn and improve rete...
- Theme Park Attendance Growth — Domestic theme park attendance grew by 3% year-over-year, driven by strategic marketing and capacity investments. Johnston noted, "The market... tends to think that our business is more cyclical... but the numbers were q...
- Content Investment Strategy — Disney plans to increase investment in localized content to enhance engagement and reduce churn. Johnston emphasized the need for "one objector in the household" to minimize churn, highlighting the importance of targeted...
- Double-Digit EPS Growth Guidance — Management reiterated confidence in achieving double-digit EPS growth, driven by experiences and streaming. Johnston stated, "We want to continue to deliver double-digit earnings performance," indicating a strong outlook...
Read the full The Walt Disney Company transcript (September 9, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.
About The Walt Disney Company
The Walt Disney Company (DIS) is a publicly listed company in the Entertainment industry, within the Communication Services sector. It trades on NYSE and is based in US. EarningsCalls.dev maintains a free, full-text archive of its earnings call transcripts — 79 calls on record spanning February 4, 2020 to September 9, 2026. Every transcript is split into speaker-by-speaker segments with headline metrics, free to read or available through our REST API.
Earnings Call History
EarningsCalls.dev has 79 The Walt Disney Company earnings call transcripts on record, spanning February 4, 2020 to September 9, 2026. Based on this history, The Walt Disney Company reports quarterly. The most recent call on file is dated September 9, 2026. The full list is below — each row opens the complete, free-to-read transcript.
- Ticker
- DIS
- Exchange
- NYSE
- Country
- US
- Sector
- Communication Services
- Industry
- Entertainment
- Calls on record
- 79
- First call
- February 4, 2020
- Most recent
- September 9, 2026
- Reporting cadence
- quarterly