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.
7 matches for “Hulu”; 5 quoted, at least 25 words apart.
…about. Over the last year plus, you guys have been bringing more Hulu content and sports content into Disney+, you're bringing a flagship in from…
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…
…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 in the…
…brands that are part of Disney+, the general entertainment that's part of Hulu and the volume, and then the live sports that will be part…
…including paid -- including paid sharing, which we're just kicking in with Hulu that's also starting to work. A lot more in terms of personalization…
Where the listed words were said
…entertainment and news programming. Finally, sports viewership trends continue to be healthy. ESPN's Q2 primetime audience among the key 18 to 49 demographic was up…
…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…
…and what we'll continue to do is give consumers of Disney+ and Hulu a taste of live sports on that service so that we have…
…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…
…the most important thing is that if you are a subscriber of Disney+ and Hulu and ESPN DTC, I should have said ESPN, not Disney,…
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