Disney (DIS): FY26 Q2 earnings call, May 6, 2026
On its May 6, 2026 earnings call (FY26 Q2), Disney said 7 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 · 7 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 |
|---|---|---|---|---|---|---|
| NFL | Yes | 14 | 14 | ✓ | 93%n=1+tx from settlement history blended with transcripts | – |
| Subscriber | Yes | 6 | 6 | ✓ | 93%n=3+tx from settlement history blended with transcripts | – |
| Cruise | Yes | 6 | 6 | ✓ | 93%n=3+tx from settlement history blended with transcripts | – |
| Abu Dhabi | Yes | 1 | 1 | ✓ | 86%n=3+tx from settlement history blended with transcripts | – |
| Grogu | Yes | 1 | 1 | ✓ | 48%transcripts from the transcript model | – |
| Acquisition | Yes | 1 | 1 | ✓ | 40%n=3+tx from settlement history blended with transcripts | – |
| Fortnite | Yes | 1 | 1 | ✓ | 12%n=1+tx from settlement history blended with transcripts | – |
| Competition | No | 0 | 0 | ✓ | 85%n=3+tx from settlement history blended with transcripts | – |
| OpenAI / Sora | No | 0 | 0 | ✓ | 57%transcripts from the transcript model | – |
| Warner Bros. / Warner Brothers | No | 0 | 0 | ✓ | 48%transcripts from the transcript model | – |
| WWE | No | 0 | 0 | ✓ | 25%n=1+tx from settlement history blended with transcripts | – |
| Kimmel | No | 0 | 0 | ✓ | 17%transcripts from the transcript model | – |
| Trump | No | 0 | 0 | ✓ | 17%transcripts from the transcript model | – |
| YouTube TV | No | 0 | 0 | ✓ | 14%n=2+tx from settlement history blended with transcripts | – |
| Weather | No | 0 | 0 | ✓ | 12%n=1+tx from settlement history blended with transcripts | – |
| Buyback | No | 0 | 0 | ✓ | 11%n=3+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.
14 matches for “NFL”; 5 quoted, at least 25 words apart.
Okay. Thank you. Question on the NFL for Hugh. Excuse me. This is from David Karnovsky from JPMorgan. The NFL appears intent on reopening media…
Thanks, David. you know, our relationship with the NFL is as broad and as deep as it's ever been, and we're excited looking ahead to…
…not dogmatic about the process, and we're always willing to have a conversation with the NFL in an effort to find new opportunities for growth.
…in the world, as I mentioned earlier. That now includes even more NFL content. In fact, I think it's the most we've ever had from…
…the sports OI guidance. That is now mid-single digits, which includes the NFL Network transaction. Can you help quantify if the change from the prior…
Where the listed words were said
…a reminder, the prior guidance of low single-digit increase was before the NFL transaction, as you probably know, but just in case. The primary change…
…visitors. Now, a large number of our park visitors, they're also Disney+ subscribers, but there are millions of Disney+ subscribers who aren't regular park visitors.…
…the results we reported for Q2 today. Since our last call, Disney Cruise Line launched the Disney Adventure, our first ship home-ported in Asia. At…
…the Oriental Land Company in Japan and a new theme park in Abu Dhabi with our partner, Miral. Finally, when we look forward, demand's healthy.…
…ahead, we're excited about our upcoming film slate, including The Mandalorian & Grogu, Toy Story 5, the live-action Moana, and Avengers: Doomsday. When you look…
…own, and by the way, particularly younger audiences. Think of this as acquisition and engagement feeding the centerpiece, not necessarily competing with it. The roadmap…
…last piece is how do you reconcile Disney+ as a digital centerpiece with your Epic Games partnership that will place a Disney universe into Fortnite?
Agents: this page as TSV at /api/v1/appearances/disney:2026-05-06:earnings_call · words: /api/v1/brief?appearance=disney:2026-05-06:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP