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.
6 matches for “Subscriber”; 5 quoted, at least 25 words apart.
…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.…
…or plays a game and buys our merchandise, it's not just a subscriber. They're in a relationship with a Company, one that spans years and…
…on improvements that reduce user friction, that allow more intuitive discovery for our subscribers and help users decide what to watch and to decide sooner.
…in the U.S. back in January. What it does is it lets subscribers preview content directly while still browsing, so they don't have to click…
…examples. First, you'll see a greater level of interactive entertainment for Disney+ subscribers. Second, you'll see more personalized content feeds across all of our streaming…
Where the listed words were said
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…
…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