Disney (DIS): FY25 Q3 earnings call, Aug 6, 2025
On its Aug 6, 2025 earnings call (FY25 Q3), Disney said 10 of the 16 words Kalshi listed; Parrot’s count agreed with all 16 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
16 words · 10 settled yes · our count agreed on 16 of 16- Kalshi: company speakers + operator
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 | 44 | 49 | ✓ | 96%n=1+tx from settlement history blended with transcripts | – |
| Streaming | Yes | 10 | 11 | ✓ | 95%n=1+tx from settlement history blended with transcripts | – |
| Cruise | Yes | 7 | 9 | ✓ | 85%transcripts from the transcript model | – |
| Park | Yes | 3 | 7 | ✓ | 91%transcripts from the transcript model | – |
| Subscriber | Yes | 3 | 7 | ✓ | 87%transcripts from the transcript model | – |
| Margin | Yes | 3 | 7 | ✓ | 76%transcripts from the transcript model | – |
| NFL Deal | Yes | 3 | 3 | ✓ | 16%transcripts from the transcript model | – |
| Competition | Yes | 1 | 1 | ✓ | 74%transcripts from the transcript model | – |
| Abu Dhabi | Yes | 1 | 1 | ✓ | 70%transcripts from the transcript model | – |
| Acquisition | Yes | 1 | 1 | ✓ | 40%transcripts from the transcript model | – |
| Moana 2 | No | 0 | 0 | ✓ | 40%transcripts from the transcript model | – |
| Buyback | No | 0 | 0 | ✓ | 23%transcripts from the transcript model | – |
| Dilution | No | 0 | 0 | ✓ | 20%transcripts from the transcript model | – |
| Debt | No | 0 | 0 | ✓ | 16%transcripts from the transcript model | – |
| Layoff | No | 0 | 0 | ✓ | 16%transcripts from the transcript model | – |
| Supercalifragilisticexpialidocious | No | 0 | 0 | ✓ | 16%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.
6 matches for “Churn”; 5 quoted, at least 25 words apart.
…and margins in our entertainment streaming business through expected higher engagement, lower churn, operational efficiencies and greater advertising revenue potential. As we detailed in our…
…the ESPN business. That does not even factor in a potentially lower churn rate for the ESPN app once we go to market and once…
…and obviously, with an improved consumer experience comes the ability to lower churn, which is obviously something that we're very, very focused on and committed…
…we know is one of the key ways that you can reduce churn. So we're very excited about those prospects. The other thing we haven't…
…and ESPN and with ESPN, and that's also an opportunity to lower churn, increase engagement across the -- basically the apps that we'll be selling.
Where the listed words were said
…resulting in a one- of-a-kind entertainment destination for subscribers. We are building ESPN into the preeminent digital sports platform with our highly anticipated direct-to-consumer sports…
…titles, including Zootopia 2 and Avatar: Fire and Ash. Turning to our streaming business. Today, we are announcing a major step forward in strengthening our…
…addition to a new theme park coming to Abu Dhabi. And Disney Cruise Line continues to grow as we prepare for the launch of 2…
…Experiences segment, expansion projects are underway across every one of our theme parks globally from a new World of Frozen land opening at Disneyland Paris…
…sell and bundle NFL+ Premium, which includes NFL RedZone to ESPN DTC subscribers, along with rights to additional nonexclusive preseason NFL games for its DTC…
…I would tell you, we certainly don't intend to stop at 10% margin. We think there's still lots of margin opportunity once we hit double…
…call. The one thing I would say is given we have the NFL deal and the WWE deal, if we had something of substance in…
…uncertainties, including, among other factors, economic, geopolitical, operating and industry conditions, competition, execution risks, the market for advertising, our future financial performance…
…to watch NFL games than they've ever had before. Because of the acquisition of the NFL Network, not only will we continue to distribute it…
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