DIS · Walt Disney Co
$106.85
+2.05 (+1.96%)
At close · Aug 14
Market Cap
$184.50B
Shares
1.73B
Walt Disney Co Earnings Call Transcripts
Every quarterly earnings call for Walt Disney Co (DIS) — the full transcript with speaker labels, the audio replay, AI call highlights and a management-tone score, plus the matching 8-K earnings release and the quarter's 10-Q or 10-K. Investor days and conferences appear here too.
Revenue & result across quarters
Revenue Net income YoY up YoY down artefacts
▲8.7%
$20.15B
$162.00M
'22 Q4
22-11-08
▲7.8%
$23.51B
$1.28B
'23 Q1
23-02-08
▲13.3%
$21.82B
$1.27B
'23 Q2
23-05-10
▲3.8%
$22.33B
−$460.00M
'23 Q3
23-08-09
▲5.4%
$21.24B
$264.00M
'23 Q4
23-11-08
▲0.2%
$23.55B
$1.91B
'24 Q1
24-02-07
▲1.2%
$22.08B
−$20.00M
'24 Q2
24-05-07
▲3.7%
$23.16B
$2.62B
'24 Q3
24-08-07
▲6.3%
$22.57B
$460.00M
'24 Q4
24-11-14
▲4.8%
$24.69B
$2.55B
'25 Q1
25-02-05
▲7%
$23.62B
$3.27B
'25 Q2
25-05-07
▲2.1%
$23.65B
$5.26B
'25 Q3
25-08-06
▼0.5%
$22.46B
$1.31B
'25 Q4
25-11-13
▲5.2%
$25.98B
$2.40B
'26 Q1
26-02-02
▲6.5%
$25.17B
$2.25B
'26 Q2
26-05-06
LATEST
▲6.8%
$25.25B
$2.64B
'26 Q3
26-08-05
Earnings call
FY26 · Q3
2026-08-05
Disney’s Q3 FY26 Earnings Results Webcast
Confident tone
Disney+ streaming
ESPN & live sports
Technology and One Disney strategy
Revenue
$25.25B
▲ 6.8% YoY Diluted EPS
$1.51
▼ 48.3% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Conference
Investor event
2026-05-14
The Walt Disney Company at the MoffettNathanson Media, Internet & Communications Conference
No reported result — non-financial event
Audio
Transcript
Slides
Earnings call
FY26 · Q2
2026-05-06
Walt Disney Co Q2 FY2026 Earnings Call
Positive tone
Streaming Growth and Profitability
ESPN Direct-to-Consumer and Live Sports
Operational Efficiency and Workforce
Revenue
$25.17B
▲ 6.5% YoY Diluted EPS
$1.27
▼ 29.8% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Conference
Investor event
2026-03-02
The Walt Disney Company at the Morgan Stanley Technology, Media & Telecom Conference
No reported result — non-financial event
Audio
Transcript
Slides
Earnings call
FY26 · Q1
2026-02-02
Walt Disney Co Q1 FY2026 Earnings Call
Confident tone
Streaming and Disney+ product
Disclosure changes / segment reporting
ESPN Unlimited launch and NFL deal
Revenue
$25.98B
▲ 5.2% YoY Diluted EPS
$1.34
▼ 4.3% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q4
2025-11-13
Walt Disney Co Q4 FY2025 Earnings Call
Confident tone
Direct-to-Consumer / Streaming Profitability
ESPN Direct-to-Consumer Launch
YouTube Carriage Dispute
Revenue
$22.46B*
▼ 0.5% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY25 · Q3
2025-08-06
Walt Disney Co Q3 FY2025 Earnings Call
Confident tone
Streaming Integration and Disney+/Hulu
Domestic Parks Attendance and Per Capita
Parks and Experiences Expansion
Revenue
$23.65B
▲ 2.1% YoY Diluted EPS
$2.92
▲ 104.2% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q2
2025-05-07
Walt Disney Co Q2 FY2025 Earnings Call
Confident tone
ESPN direct-to-consumer launch
Abu Dhabi theme park expansion
Streaming and Disney+/Hulu integration
Revenue
$23.62B
▲ 7% YoY Diluted EPS
$1.81
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q1
2025-02-05
Walt Disney Co Q1 FY2025 Earnings Call
Confident tone
Streaming/DTC Profitability and Growth
Experiences/Parks Business
Skinny Bundles and Fubo
Revenue
$24.69B
▲ 4.8% YoY Diluted EPS
$1.40
▲ 34.6% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q4
2024-11-14
Walt Disney Co Q4 FY2024 Earnings Call
Confident tone
Streaming and Disney+/Hulu
International markets and India
Parks and Experiences
Revenue
$22.57B*
▲ 6.3% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY24 · Q3
2024-08-07
Walt Disney Co Q3 FY2024 Earnings Call
Positive tone
Sports Rights / NBA Deal
Theme Parks Demand Softness
Content Licensing
Revenue
$23.16B
▲ 3.7% YoY Diluted EPS
$1.43
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q2
2024-05-07
Walt Disney Co Q2 FY2024 Earnings Call
Confident tone
ESPN Ratings and Sports Momentum
ESPN Flagship Streaming Launch
Content Licensing and Fox Library
Revenue
$22.08B
▲ 1.2% YoY Diluted EPS
$-0.01
▼ 101.4% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q1
2024-02-07
Walt Disney Co Q1 FY2024 Earnings Call
Confident tone
Streaming profitability and subscriber growth
ESPN direct-to-consumer and sports streaming JV
Epic Games partnership and video game strategy
Revenue
$23.55B
▲ 0.2% YoY Diluted EPS
$1.04
▲ 48.6% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q4
2023-11-08
Walt Disney Co Q4 FY2023 Earnings Call
Revenue
$21.24B*
▲ 5.4% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY23 · Q3
2023-08-09
Walt Disney Co Q3 FY2023 Earnings Call
Revenue
$22.33B
▲ 3.8% YoY Diluted EPS
$-0.25
▼ 132.5% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q2
2023-05-10
Walt Disney Co Q2 FY2023 Earnings Call
Revenue
$21.82B
▲ 13.3% YoY Diluted EPS
$0.69
▲ 165.4% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q1
2023-02-08
Walt Disney Co Q1 FY2023 Earnings Call
Revenue
$23.51B
▲ 7.8% YoY Diluted EPS
$0.70
▲ 16.7% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q4
2022-11-08
Walt Disney Co Q4 FY2022 Earnings Call
Revenue
$20.15B*
▲ 8.7% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY22 · Q3
2022-08-10
Walt Disney Co Q3 FY2022 Earnings Call
Revenue
$21.50B
▲ 26.3% YoY Diluted EPS
$0.77
▲ 54% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q2
2022-05-11
Walt Disney Co Q2 FY2022 Earnings Call
Revenue
$19.25B
▲ 23.3% YoY Diluted EPS
$0.26
▼ 46.9% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q1
2022-02-09
Walt Disney Co Q1 FY2022 Earnings Call
Revenue
$21.82B
▲ 34.3% YoY Diluted EPS
$0.60
▲ 5900% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q4
2021-11-10
Walt Disney Co Q4 FY2021 Earnings Call
Revenue
$18.53B*
▲ 26% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY21 · Q3
2021-08-12
Walt Disney Co Q3 FY2021 Earnings Call
Revenue
$17.02B
▲ 44.5% YoY Diluted EPS
$0.50
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q2
2021-05-13
Walt Disney Co Q2 FY2021 Earnings Call
Revenue
$15.61B
▼ 13.4% YoY Diluted EPS
$0.49
▲ 96% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q1
2021-02-11
Walt Disney Co Q1 FY2021 Earnings Call
Revenue
$16.25B
▼ 22.2% YoY Diluted EPS
$0.01
▼ 99.1% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q4
2020-11-12
Walt Disney Co Q4 FY2020 Earnings Call
Revenue
$14.71B
▼ 23.1% YoY Diluted EPS
$-0.39
▼ 167.2% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY20 · Q3
2020-08-04
Walt Disney Co Q3 FY2020 Earnings Call
Revenue
$11.78B
▼ 41.9% YoY Diluted EPS
$-2.61
▼ 369.1% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q2
2020-05-05
Walt Disney Co Q2 FY2020 Earnings Call
Revenue
$18.02B
▲ 20.8% YoY Diluted EPS
$0.25
▼ 93% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q1
2020-02-04
Walt Disney Co Q1 FY2020 Earnings Call
Revenue
$20.88B
▲ 36.4% YoY Diluted EPS
$1.16
▼ 37.6% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Showing 1–29 of 29 earnings calls
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1744489
CUSIP
254687106
13F (30d)
2565 filings
2488 filers
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