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.
17 matches for “Subscriber”; 5 quoted, at least 25 words apart.
…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…
…linear channels do. And the authentication rate of people who are already subscribers has been very, very encouraging. Third, we ended up signing up a…
…that we're also very encouraged by is the fact that of the subscribers that have signed up to the new app, a substantial number of…
…for and then the piece that we're picking up by virtue of subscribers moving elsewhere. But beyond that, I don't wanna comment because it is…
…all things Disney. Can you talk about the future roadmap and how subscribers will be able to use Disney Plus as a super app for…
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…
…then from a linear perspective, obviously, that's driven by what happens with subscribers. Going forward, we do expect advertising growth going into '26 as well.…
…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…
…couple of comments. Number one, obviously, we guided you to the double-digit margins as we've been talking about in the past and as was expected…
…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