The Walt Disney Company · DIS · Next earnings

The Walt Disney Company reports Tuesday, Nov 17, 2026

DIS reports before market open with consensus EPS at $1.69 and revenue at $25.19B. Last quarter: Disney Q3: Experiences and streaming remain key growth engines

Reports Before market open12 days awayDate estimated Communication Services

What the street expects

Consensus for the coming report
Consensus EPS $1.69 Calendar consensus
Consensus revenue $25.19B Calendar consensus
Report date Nov 17, 2026 Tuesday, date estimated
Session Before market open 12 days away

Where DIS left off: FY2026 Q3

Full report

Disney Q3: Experiences and streaming remain key growth engines

EPS surprise +10.8% Reported $2.06 vs $1.86
Revenue surprise -0.6% Reported $25.25B vs $25.39B
Stock move +3.6% Event window
Subsequent drift +6.1% Up to 20 sessions

Management maintained its full-year outlook; the analysis characterizes guidance sentiment as maintained.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Macroeconomic uncertainty and discretionary-spending pressure
  • Fuel-price volatility, geopolitical conflict and softer Shanghai and Hong Kong attendance
  • Execution and return risk on long-term park and cruise projects

Questions analysts left open

  • Returns on park and cruise capital spending over time
  • Attendance effects from discounting and promotions
  • Scaling streaming margins while reducing international churn

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Recent DIS quarters

All DIS earnings
+3.6%FY2026 Q3+7.5%FY2026 Q2-7.4%FY2026 Q1-7.7%FY2025 Q4

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q3

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.