The Walt Disney Company · DIS · Next earnings

The Walt Disney Company reports Thursday, Nov 12, 2026

DIS reports before market open with consensus EPS at $1.66 and revenue at $25.12B. Last quarter: Disney Q2 FY2026: Earnings Beat, Streaming Accelerates, Parks Hit Record Revenue

Reports Before market open53 days awayDate estimated Communication Services

What the street expects

Consensus for the coming report
Consensus EPS $1.66 Calendar consensus
Consensus revenue $25.12B Calendar consensus
Report date Nov 12, 2026 Thursday, date estimated
Session Before market open 53 days away

Where DIS left off: FY2026 Q2

Full report

Disney Q2 FY2026: Earnings Beat, Streaming Accelerates, Parks Hit Record Revenue

EPS surprise +5.4% Reported $1.57 vs $1.49
Revenue surprise +1.2% Reported $25.17B vs $24.87B
Stock move +7.5% Event window
Subsequent drift -8.1% Up to 20 sessions

FY26 EPS growth guidance of 12% and double-digit FY27 EPS growth were maintained, unchanged from Q1. Capex outlook shifted from stable to increasing, reflecting expanded investment in park attractions, cruise ships, and the Abu Dhabi park. Guidance sentiment remained maintained across both quarters.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Macroeconomic uncertainty, including higher oil and gasoline prices
  • International visitation headwinds and potential travel disruptions
  • Intense competition in the streaming market from Netflix, Prime Video, YouTube, and Paramount+
  • NFL rights costs and uncertainty around future media rights negotiations
  • Reliance on continued strong performance of key IP franchises

Questions analysts left open

  • Clarification of top three strategic priorities and cross-business synergies
  • How Disney+ will evolve into an interactive hub and its impact on churn
  • Potential for third-party distribution versus exclusive content on Disney+
  • Details of capex program and timing of attendance inflection
  • Impact of workforce reductions and efficiency initiatives on profitability

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Recent DIS quarters

All DIS earnings
+7.5%FY2026 Q2

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q2

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.