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.
11 matches for “Streaming”; 5 quoted, at least 25 words apart.
…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…
…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…
…live sports content, all in a single app. By creating a differentiated streaming offering, we will be providing subscribers tremendous choice, convenience, quality and enhanced…
…homepage, all of which will culminate with the unified Disney+ and Hulu streaming app experience that will be available to consumers next year. The other…
…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…
Where the listed words were said
…21 and our just announced plans with the NFL that will expand ESPN's programming and content offerings for fans. We're building on our best-in-class Parks…
…through a multi-television provider, fantastic. Or if you want to go to streaming and watch it on the Disney+ and Hulu app, that's fine as…
…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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