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.
7 matches for “Park”; 5 quoted, at least 25 words apart.
…ESPN's programming and content offerings for fans. We're building on our best-in-class Parks and Experiences businesses with more expansions underway around the world than at…
…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…
…us a little color as to what you're seeing in both domestic parks and cruises that's driving some of that acceleration into the fiscal fourth…
I just have one on domestic theme park trends. The per caps in the quarter were up 8% year-over-year. I think that was the best…
…And were there any divergent attendance trends between those cohorts of domestic park patrons just given the noise around competitive park openings and international visitation…
Where the listed words were said
…our streaming strategy is sports. And on August 21, we will launch ESPN's direct-to-consumer offering, making ESPN's full suite of networks and services directly available…
…unparalleled in the industry. We are building on Disney's value proposition in streaming by combining Hulu into Disney+ to create a unified app experience featuring…
…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…
…single app. By creating a differentiated streaming offering, we will be providing subscribers tremendous choice, convenience, quality and enhanced personalization, while at the same time,…
…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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