Disney (DIS): FY25 Q2 earnings call, May 7, 2025
On its May 7, 2025 earnings call (FY25 Q2), Disney said 9 of the 15 words Kalshi listed; Parrot’s count agreed with all 15 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
15 words · 9 settled yes · our count agreed on 15 of 15- Kalshi: company speakers
Kalshi
backtest The probabilities on settled rows are a walk-forward backtest: the model as of before each event, computed after Parrot went live; they were not published at the time.
| Word | Result | Our count | All speakers | Agrees | Probability | Market |
|---|---|---|---|---|---|---|
| ESPN | Yes | 14 | 15 | ✓ | 95%transcripts from the transcript model | – |
| Advertising | Yes | 9 | 11 | ✓ | 85%transcripts from the transcript model | – |
| Sports | Yes | 7 | 10 | ✓ | 94%transcripts from the transcript model | – |
| Streaming | Yes | 7 | 9 | ✓ | 94%transcripts from the transcript model | – |
| Hulu | Yes | 6 | 7 | ✓ | 90%transcripts from the transcript model | – |
| IP / Intellectual property | Yes | 5 | 5 | ✓ | 82%transcripts from the transcript model | – |
| Attendance | Yes | 5 | 7 | ✓ | 60%transcripts from the transcript model | – |
| Disney+ | Yes | 4 | 10 | ✓ | 90%transcripts from the transcript model | – |
| Box office | Yes | 1 | 1 | ✓ | 64%transcripts from the transcript model | – |
| Netflix | No | 0 | 0 | ✓ | 44%transcripts from the transcript model | – |
| Cruise line | No | 0 | 0 | ✓ | 44%transcripts from the transcript model | – |
| Merchandise | No | 0 | 0 | ✓ | 24%transcripts from the transcript model | – |
| Content investment | No | 0 | 0 | ✓ | 15%transcripts from the transcript model | – |
| Pricing power | No | 0 | 0 | ✓ | 15%transcripts from the transcript model | – |
| Sustainability | No | 0 | 0 | ✓ | 15%transcripts from the transcript model | – |
Market prices are mid quotes from Kalshi and Polymarket, shown for context, may be delayed by several minutes and are not a signal. Quotes as of Oct 20, 2026 15:46 UTC.
Transcript
quotes of at most 25 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
2 matches for “Avatar”; 2 quoted, at least 25 words apart.
…Freakier Friday, Zootopia 2 from Walt Disney Animation Studios and the spectacular Avatar: Fire and Ash. We're also quite pleased with the performance of our…
…then we have Fantastic Four in July, and then Tron, Zootopia and Avatar to finish out the calendar year, that's quite a lineup. And then…
Where the listed words were said
…32%, making it ESPN's most watched Q2 in primetime ever, driven by ESPN's fantastic programming, including NFL and college football, the NCAA Women's Basketball Tournament…
…among others, economic or industry conditions, competition, execution risks, the market for advertising, our future financial performance and legal and regulatory developments. Refer to our…
…Walt Disney World. Our Entertainment business, including movies, television series, news and sports continues to generate strong growth. Our feature films continue to enjoy success…
…is enabling us to continue to grow revenue and profitability in our streaming business. Streaming remains a key priority and a core growth platform for…
Thanks, Ben. To answer your question specifically, the presence of Hulu embedded in Disney basically from a user experience perspective and the addition of sports…
…the Miral Group of Abu Dhabi, Disney will oversee design, license our IP and provide operational expertise, while Miral will provide the capital, construction resources…
…worse. And again, just to reiterate what Josh mentioned on the CNBC attendance is actually still quite good. It's just per cap spending isn't quite…
…is, what we've just talked about, which is to continue to put Disney+ and Hulu together as a user experience. You'll see more of that…
Agents: this page as TSV at /api/v1/appearances/disney:2025-05-07:earnings_call · words: /api/v1/brief?appearance=disney:2025-05-07:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP