Disney (DIS): FY25 Q4 earnings call, Nov 13, 2025
On its Nov 13, 2025 earnings call (FY25 Q4), Disney said 9 of the 14 words Kalshi and Polymarket listed; Parrot’s count agreed with all 14 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
14 words · 9 settled yes · our count agreed on 14 of 14- Kalshi: company speakers + operator
Kalshi - Polymarket: anyone
Polymarket
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 | 17 | 22 | ✓ | 97%n=2+tx from settlement history blended with transcripts | – |
| Subscriber | Yes | 14 | 17 | ✓ | 91%n=1+tx from settlement history blended with transcripts | – |
| Cruise | Yes | 9 | 13 | ✓ | 90%n=1+tx from settlement history blended with transcripts | – |
| Margin | Yes | 6 | 9 | ✓ | 80%n=1+tx from settlement history blended with transcripts | – |
| Competition | Yes | 2 | 3 | ✓ | 80%n=1+tx from settlement history blended with transcripts | – |
| Zootopia | Yes | 2 | 2 | ✓ | 69%transcripts from the transcript model | – |
| Abu Dhabi | Yes | 1 | 1 | ✓ | 79%n=1+tx from settlement history blended with transcripts | – |
| Acquisition | Yes | 1 | 2 | ✓ | 63%n=1+tx from settlement history blended with transcripts | – |
| YouTube TV | Yes | 0 | 1 | ✓ | 17%transcripts from the transcript model | – |
| NFL Deal | No | 0 | 0 | ✓ | 51%n=1+tx from settlement history blended with transcripts | – |
| Moana 2 | No | 0 | 0 | ✓ | 28%n=1+tx from settlement history blended with transcripts | – |
| Buyback | No | 0 | 0 | ✓ | 18%n=1+tx from settlement history blended with transcripts | – |
| DraftKings | No | 0 | 0 | ✓ | 17%transcripts from the transcript model | – |
| Debt | No | 0 | 0 | ✓ | 12%n=1+tx from settlement history blended with transcripts | – |
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 21, 2026 04:22 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 “Revenue”; 5 quoted, at least 25 words apart.
…then, Hugh, do you see a path ahead for sustained double-digit DTC revenue growth through a combination of subscriber engagement and advertising increases? Thank you.
…get there through cost-cutting. The way we're gonna get there is through revenue growth and through driving operating leverage through the business. We didn't give…
…demand currently trending? And how much of the guided growth comes from revenue as opposed to margin expansion in the coming year? If I could…
…what we've talked about in the past. So we expect to grow revenue at an attractive rate. As I mentioned earlier in the call, the…
…would expect P&L leverage, in other words, expenses growing less quickly than revenue, across all of those items. Which is how we drive the margin…
Where the listed words were said
…to sports, we ushered in a new era with the launch of ESPN's full direct-to-consumer service and enhanced ESPN app. Making ESPN's full suite of…
…do was to attract basically new users, people who had either been subscribers to the multichannel linear bundle or people who had not but wanted…
…up 8% for the full year. We're looking forward to two new cruise ships joining our fleet in the coming months. Disney Destiny, which sets…
…discussed in the past, getting beyond '26, we're certainly looking to gain margin in chunks, not in basis points. As we think beyond 2026 and…
…Including, among other factors, economic, geopolitical, operating, and industry conditions, competition, execution risks, the market for advertising, our future financial performance,…
…consecutive year. Heading into the holiday season, we're excited to bring audiences Zootopia 2 and Avatar: Fire and Ash. Looking ahead, next year's slate includes…
…for launch beyond fiscal 2026, and a new theme park planned for Abu Dhabi, the strategic investments we are making now will help ensure our…
…that we have over the last decade, whether it was the Fox acquisition, or Lucas, or Pixar. So we actually feel like we've got a…
Agents: this page as TSV at /api/v1/appearances/disney:2025-11-13:earnings_call · words: /api/v1/brief?appearance=disney:2025-11-13:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP