Disney (DIS): FY26 Q3 earnings call, Aug 5, 2026
On its Aug 5, 2026 earnings call (FY26 Q3), Disney said 16 of the 25 words Kalshi and Polymarket listed; Parrot’s count agreed with all 25 settlements. Quotes below are at most 25 words each, with timed clips.
UpdatedMarkets
25 words · 16 settled yes · our count agreed on 25 of 25- 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 | Clip | Market |
|---|---|---|---|---|---|---|---|
| ESPN | Yes | 21 | 21 | ✓ | 97%n=3+tx from settlement history blended with transcripts | Hear it 2:02, ESPN | – |
| AI / Artificial Intelligence | Yes | 16 | 16 | ✓ | 80%transcripts from the transcript model | Hear it 10:43, AI / Artificial Intelligence | – |
| Revenue 10+ times | Yes | 15 | 15 | ✓ | 40%transcripts from the transcript model | Hear it 1:52, Revenue 10+ times | – |
| Domestic | Yes | 9 | 9 | ✓ | 87%transcripts from the transcript model | Hear it 13:27, Domestic | – |
| Attendance | Yes | 8 | 8 | ✓ | 86%n=1+tx from settlement history blended with transcripts | Hear it 14:11, Attendance | – |
| Churn | Yes | 5 | 5 | ✓ | 87%transcripts from the transcript model | Hear it 9:04, Churn | – |
| Buyback / Share Repurchase | Yes | 5 | 5 | ✓ | 32%transcripts from the transcript model | Hear it 22:40, Buyback / Share Repurchase | – |
| Box Office | Yes | 4 | 4 | ✓ | 83%n=1+tx from settlement history blended with transcripts | Hear it 4:12, Box Office | – |
| Moana | Yes | 2 | 2 | ✓ | 76%n=1+tx from settlement history blended with transcripts | Hear it 6:05, Moana | – |
| Abu Dhabi | Yes | 2 | 2 | ✓ | 70%n=4+tx from settlement history blended with transcripts | Hear it 20:10, Abu Dhabi | – |
| Vertical Video / Vert | Yes | 2 | 2 | ✓ | 60%transcripts from the transcript model | Hear it 31:07, Vertical Video / Vert | – |
| Grogu / Baby Yoda | Yes | 2 | 2 | ✓ | 54%transcripts from the transcript model | Hear it 6:03, Grogu / Baby Yoda | – |
| Digital Centerpiece | Yes | 2 | 2 | ✓ | 51%transcripts from the transcript model | Hear it 7:42, Digital Centerpiece | – |
| Doomsday | Yes | 1 | 1 | ✓ | 60%n=1+tx from settlement history blended with transcripts | Hear it 7:33, Doomsday | – |
| Toy Story 5 | Yes | 1 | 1 | ✓ | 57%transcripts from the transcript model | Hear it 4:07, Toy Story 5 | – |
| International Visitation | Yes | 1 | 1 | ✓ | 55%transcripts from the transcript model | Hear it 17:53, International Visitation | – |
| Marvel 10+ times | No | 1 | 1 | ✓ | 7%transcripts from the transcript model | Hear it 7:02, Marvel 10+ times | – |
| NFL Network / RedZone | No | 0 | 0 | ✓ | 72%transcripts from the transcript model | – | |
| Fortnite | No | 0 | 0 | ✓ | 34%n=2+tx from settlement history blended with transcripts | – | |
| Epic Universe | No | 0 | 0 | ✓ | 33%transcripts from the transcript model | – | |
| Streamline / Streamlining | No | 0 | 0 | ✓ | 33%transcripts from the transcript model | – | |
| Valuation | No | 0 | 0 | ✓ | 16%transcripts from the transcript model | – | |
| World Cup | No | 0 | 0 | ✓ | 16%transcripts from the transcript model | – | |
| Trump | No | 0 | 0 | ✓ | 12%n=1+tx from settlement history blended with transcripts | – | |
| Debt 10+ times | No | 0 | 0 | ✓ | 3%transcripts from the transcript model | – |
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.
3 matches for “Buyback”; 1 quoted, at least 25 words apart.
…billion of content spend. How do you weigh the pace of the buyback against continued investment in content and experiences capacity expansion? At what free…
Where the listed words were said
…Q3 revenue and segment OI. Our core platforms, Disney Experiences, Disney+, and ESPN, grew guests, users, and audiences respectively versus the prior year quarter. We…
…a priority for me and this leadership team. That's why we're leveraging AI to bring the most innovative tools to our storytellers. As I've said…
…10-year parks CapEx investment cycle, can you provide an update on future revenue growth and long-term margin upside from expanding parks capacity, plus the growing…
…there was a fair amount of speculation about the strength of our domestic parks. Well, clearly they were strong. Outside the parks, we also saw…
…really important, we delivered 4% global guest growth, and we had 3% attendance growth at our domestic parks. Spending was up. We saw 4% growth…
…of this is designed to deepen engagement, improve the value proposition, lower churn, and most importantly, increase lifetime fan value. We expect to introduce elements…
…dividend, which we've obviously been increasing. Number Two, in terms of the share repurchase program, recall we originally guided to about $7 billion in fiscal…
…of "Toy Story 5," which recently surpassed $1 billion at the global box office. Third, the unique passion of sports fandom drove over 100% growth…
…box office expectations, as with "The Mandalorian" and Grogu and the live-action "Moana," our investments in these core properties fuel other parts of our company.…
…and the volatility of conflict in the Middle East impacting Disney? Is there any impact on parks attendance, margin, the new Abu Dhabi park development?
…think you've maybe seen this, one of our more recent features is Verts. It'll be strengthened by the new deal that we have with TikTok,…
…multiple consumer touchpoints is central to our strategy, and Disney+ is the digital centerpiece for that. We're the only entertainment company with global scale in…
Agents: this page as TSV at /api/v1/appearances/disney:2026-08-05:earnings_call · words: /api/v1/brief?appearance=disney:2026-08-05:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP