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Sentiment · FY2026 Q2
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Dave Karnovsky | JPMorgan | 10 | 0% |
| Rob Fishman | MoffettNathanson | 8 | 0% |
| Jessica Ehrlich | Bank of America | 8 | 13% |
| Mike Morris | Guggenheim | 8 | 25% |
| Kannan Venkateshwar | Barclays | 7 | 0% |
| Steve Cahall | Wells Fargo | 7 | 14% |
| John Hodulik | UBS | 6 | 17% |
| Ben Swinburne | Morgan Stanley | 5 | 0% |
| Mike Ng | Goldman Sachs | 5 | 0% |
| Peter Supino | Wolfe Research | 3 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| JPMorgan | 1 | 10 | 0% |
| Bank of America | 1 | 8 | 13% |
| Guggenheim | 1 | 8 | 25% |
| MoffettNathanson | 1 |
| 8 |
| 0% |
| Morgan Stanley | 3 | 8 | 0% |
| Barclays | 1 | 7 | 0% |
| Wells Fargo | 1 | 7 | 14% |
| UBS | 1 | 6 | 17% |
Disney grew revenue 7% with total segment operating income up 4%, as streaming revenue accelerated sequentially from 11% to 13% growth and Experiences delivered Q2 records despite domestic parks attendance headwinds. Management reiterated 12% adjusted EPS growth for FY2026 and double-digit growth for FY2027 excluding the 53rd week. GAAP EPS declined 30% due to below-the-line items including Hulu acquisition debt, while operating income grew 41% confirming strong underlying performance.
Demand | Subscriber Growth | Competitive Dynamics | Guidance Reliability | Margin | Product Launch | Innovation & R&D | Revenue Growth | |
|---|---|---|---|---|---|---|---|---|
| 2025Q1 | 6 | 5 | 5 | 4 | 2 | 3 | 1 | 2 |
| 2025Q2 | 9 | 2 | 1 | 1 | 2 | 2 | 1 | |
| 2025Q3 | 4 | 4 | 2 | 2 | 2 | 2 | 1 | 1 |
| 2025Q4 | 4 | 3 | 2 | 2 | 2 | 1 | 2 | |
| 2026Q1 | 2 | 2 | 2 | 3 | 1 | 1 | 1 | 1 |
| 2026Q2 | 3 | 4 | 5 | 1 | 2 | 1 | 5 | 4 |
| '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | '26Q2 | |
|---|---|---|---|---|---|---|
| Demand | 6 | 9 | 4 | 4 | 2 | 3 |
| Subscriber Growth | 5 | 2 | 4 | 3 | 2 | 4 |
| Competitive Dynamics | 5 | 1 | 2 | 2 | 2 | 5 |
| Guidance Reliability | 4 | 1 | 2 | 2 | 3 | 1 |
| Margin | 2 | 2 | 2 | 2 | 1 | 2 |
| Product Launch | 3 | 2 | 2 | 1 | 1 | 1 |
| Innovation & R&D | 1 | 1 | 2 | 1 | 5 | |
| Revenue Growth | 2 | 1 | 1 | 1 | 4 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
DIS The Walt Disney Company | 7 | +6.5% | |
| FOX Fox Corporation (Class B) | 5 | -8.6% | |
| LYV Live Nation Entertainment | 7 | +12.2% | |
| NFLX Netflix, Inc. | 8 | +16.2% | |
| NWS News Corp (Class B) | 7 | +8.8% | |
| PSKY Paramount Skydance Corp | 6 | +2.2% | |
| TKO TKO Group Holdings | 8 | +25.9% | |
| WBD Warner Bros. Discovery | 4 | -0.8% |