Disney reported EPS of $2.06, beating estimates by 10%, while revenue of $25.25 billion missed consensus. Operating income rose 21% on record $10 billion Experiences revenue, fueled by 4% growth in both park attendance and per-capita spending, alongside a first-time 13% streaming SVOD margin that puts the company on track for double-digit margins this year. The $1.2 billion A+E sale and mixed box-office results for major franchises underscore ongoing questions about portfolio focus, IP flywheel durability, and parks pricing sustainability amid consumer pressure.

Company: The Walt Disney Company (DIS) — Q3 FY2026

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