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.
3 matches for “Revenue”; 3 quoted, at least 25 words apart.
…high quality content and programming is enabling us to continue to grow revenue and profitability in our streaming business. Streaming remains a key priority and…
…think about operating leverage going forward, is that largely a function of revenue growth or is there also cost opportunity as you align these platforms?…
…business, there will clearly be leverage that just comes out of the revenue growth itself. But in addition to that, we absolutely have opportunities to…
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…
…we're optimistic about being able to execute against it to turn the streaming business into a true growth business. And as we see it, there…
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…
…step. So when you consider the Disney brands that are part of Disney+, the general entertainment that's part of Hulu and the volume, and then…
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