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.
23 matches for “Sports”; 5 quoted, at least 25 words apart.
…create a unified app experience featuring branded and general entertainment, news and sports, resulting in a one- of-a-kind entertainment destination for subscribers. We are building…
…brands and franchises, great general entertainment, kids programming, news and industry-leading live sports content, all in a single app. By creating a differentiated streaming offering,…
…consumers next year. The other key component of our streaming strategy is sports. And on August 21, we will launch ESPN's direct-to-consumer offering, making ESPN's…
…for launch such as multiview, enhanced personalization, integration of stats, betting, fantasy sports and commerce and a personalized sports center. And fans with subscriptions to…
…stake in ESPN. This announcement paves the way for the world's leading sports media brand and America's most popular sport to deliver an even more…
Where the listed words were said
…highlight rights within multiple fan engagement platforms and more interactive features for ESPN's DTC offering and the ESPN app, including betting and fantasy. ESPN will…
…that. If you don't mind, we're asked a lot about linear versus streaming. We're at a point, given the way we're operating our businesses where…
…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…
…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…
…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…
Agents: this page as TSV at /api/v1/appearances/disney:2025-08-06:earnings_call · words: /api/v1/brief?appearance=disney:2025-08-06:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP