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.
7 matches for “Subscriber”; 5 quoted, at least 25 words apart.
…passed an important milestone in app unification, allowing Hulu standalone and bundle subscribers to link profiles and manage subscriptions on Disney+. We delivered a 13%…
…merchandise, and other experiences while offering increased personalization, exclusivity, and benefits for subscribers. All of this is designed to deepen engagement, improve the value proposition,…
…reached between Disney+ and Hulu in this most recent quarter. Now Hulu subscribers can link their profiles and watch history on Disney+ while also getting…
…historically been disparate data sets. By the end of this calendar year, subscribers, they'll be able to see live TV and add-ons in addition to…
…to take this one. You've called ESPN a strategic asset. When will ESPN direct to consumer have enough subscribers to materially boost traffic to Disney+?
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…
…well for both us and Warner Bros. Discovery, it's very sticky. The churn on the bundle's significantly lower than our Hulu or Disney+ standalone products…
…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?
…best content from TikTok over into Disney+. You've heard us talk about Verts in the past, and this is going to be an opportunity now…
As we look to make Disney+, I've said this before, the digital centerpiece of our relationships with fans, we're just playing a different game. It's…
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