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.
11 matches for “Margin”; 5 quoted, at least 25 words apart.
…profiles and manage subscriptions on Disney+. We delivered a 13% SVOD operating margin in fiscal Q3, and we remain on track for double-digit margins in…
…cycle, can you provide an update on future revenue growth and long-term margin upside from expanding parks capacity, plus the growing cruise ship fleet? How…
…also benefited from our theatrical slate. Just from an OI and a margin perspective, the Experiences Segment, again, delivered Q3 records, which it was fueled…
Looking forward, while we haven't provided a longer-term revenue or margin outlook for the segment, we did just this morning guide to the high end…
…those projects quickly with the Q3 global guests increasing at 4%, segment margin increasing for the quarter. We certainly are seeing a positive impact. You…
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…
…of our base business, which remains really strong. It was another record revenue quarter for the experiences segment. Revenue was $10 billion. It's 10% above…
…was up. We saw 4% growth in per cap spending at our domestic parks. It's important, I think, to highlight that we're performing significantly better…
…Are these designed to offset continued weakness in international visitation? Do they signal any increased concerns about attendance trends? Give that one to you, Josh.
…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…
…Morris at Guggenheim. Fiscal 2026 plans include at least $8 billion of share repurchases and approximately $24 billion of content spend. How do you weigh…
…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