Disney (DIS): FY26 Q1 earnings call, Feb 2, 2026
On its Feb 2, 2026 earnings call (FY26 Q1), Disney said 9 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 · 9 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 |
|---|---|---|---|---|---|---|
| Zootopia | Yes | 10 | 10 | ✓ | 75%n=1+tx from settlement history blended with transcripts | – |
| NFL | Yes | 8 | 10 | ✓ | 89%transcripts from the transcript model | – |
| Avatar | Yes | 5 | 5 | ✓ | 74%transcripts from the transcript model | – |
| Subscriber | Yes | 2 | 4 | ✓ | 93%n=2+tx from settlement history blended with transcripts | – |
| Competition | Yes | 2 | 2 | ✓ | 83%n=2+tx from settlement history blended with transcripts | – |
| Moana | Yes | 2 | 2 | ✓ | 66%transcripts from the transcript model | – |
| Cruise | Yes | 1 | 1 | ✓ | 93%n=2+tx from settlement history blended with transcripts | – |
| Abu Dhabi | Yes | 1 | 1 | ✓ | 84%n=2+tx from settlement history blended with transcripts | – |
| Doomsday | Yes | 1 | 1 | ✓ | 40%transcripts from the transcript model | – |
| Acquisition | No | 0 | 0 | ✓ | 61%n=2+tx from settlement history blended with transcripts | – |
| WWE | No | 0 | 0 | ✓ | 32%transcripts from the transcript model | – |
| Fortnite | No | 0 | 0 | ✓ | 21%transcripts from the transcript model | – |
| YouTube TV | No | 0 | 0 | ✓ | 19%n=1+tx from settlement history blended with transcripts | – |
| Weather | No | 0 | 0 | ✓ | 17%transcripts from the transcript model | – |
| Buyback | No | 0 | 0 | ✓ | 14%n=2+tx from settlement history blended with transcripts | – |
| DraftKings | 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 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.
13 matches for “Park”; 5 quoted, at least 25 words apart.
…of related titles on Disney Plus and fueling global interest in our parks and consumer products. The film also became the highest-grossing foreign film of…
…time. We have expansion projects underway at every one of our theme parks, and next month, we're excited to welcome guests to the new world…
…and in terms of hours engagement. And I've already talked about our parks, but, you know, we're opening Frozen Land in Paris in just a…
…Hugh, last quarter, there was a lot of focus on the domestic park trends. It looks like you saw some improvement there. Maybe even a…
…performance and in the current year, but also with that new IP sets us up well for both consumer products and for the parks downstream.
Where the listed words were said
…Ash became our latest release to cross the $1 billion threshold, joining Zootopia 2 and Lilo and Stitch to mark $3 billion titles in 2025.…
…Including the linear rights, we also just closed our transaction with the NFL to acquire NFL Network and other media assets, further bolstering ESPN's offering…
…earlier, but first streams on Disney Plus for the prior Zootopia and Avatar movies approached a million first streams. And second, the number of hours…
…the same is true for the bundle with ESPN, that the bundled subscribers churn out less. And we know that reducing churn is a critical…
…Including, among other factors, economic, geopolitical, operating, and industry conditions, competition, execution risks, the market for advertising, our future financial performance,…
…Wears Prada 2, The Mandalorian and Grogu, Toy Story 5, the live-action Moana, and Avengers: Doomsday. Turning to streaming, our performance in the quarter reflects…
…we're expanding in every place we operate. And additionally, having been in Abu Dhabi just two weeks ago, was reminded of how great the potential…
Agents: this page as TSV at /api/v1/appearances/disney:2026-02-02:earnings_call · words: /api/v1/brief?appearance=disney:2026-02-02:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP