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.
4 matches for “Subscriber”; 4 quoted, at least 25 words apart.
…Hugh, if I can squeeze in a quick one. The absence of subscriber disclosure, just wondering if you can help us better understand the drivers…
…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…
…it's our hope that we will use the Sora tools to enable subscribers of Disney Plus to create short form videos on our platform. Through…
…on the Sports segment, if I could, the 4% decline from fewer subscribers is clearly a meaningful improvement from the seven to 8% that you…
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…
…as a, for instance, the lift Disney Plus that Zootopia 2 and Avatar: Fire and Ash have created is enormous in terms of first streams…
…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…
…Disneyland Paris, nearly doubling the size of the second park. At Disney Cruise Line, we recently launched the Disney Destiny, which has received outstanding reviews…
…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