Will Disney say “Competition”?
Disney said “Competition” 2 times on its Aug 5, 2026 call (FY26 Q3), and on 7 of its last 8 calls: 1, 1, 2, 1, 2, 2, 0, 2 times. As of Oct 24, 2026, Disney said “Competition” on 3 of 4 calls with a settled Kalshi or Polymarket mention market since Aug 6, 2025 (75%), most recently on Feb 2, 2026. Parrot’s p for the next listing is 71% (n=4, from settlement history blended with transcripts), not a forecast.
- Last 10
- 3/4Last 10 settled, oldest to newest: yes yes yes no
- Streak
- not said last time
- Counts
- company speakers + operator
Where it was said
quotes of at most 25 words; select an appearance
Disney
Competition
- Probability
- 71% · n=4
- Settled
- 3/4 (75%)
- Last calls
- said in 7 of 8
Next listing counts: company speakers + operator
Counts: company speakers + operator (not listed here; the usual rule)
2 counted (1 in prepared remarks, 1 in Q&A).
…latest "Toy Story" installment shows exactly why Disney is different from the competition and how our stories translate into recurring earnings power. The five "Toy…
…important, I think, to highlight that we're performing significantly better than our competition, and in doing that, delivering strong volume and per cap spending results.
Counts: company speakers + operator
2 counted (1 in prepared remarks, 1 in Q&A).
…Including, among other factors, economic, geopolitical, operating, and industry conditions, competition, execution risks, the market for advertising, our future financial performance,…
…also bright and is going to grow. So we have a healthy competition now at our company in terms of which of those two businesses…
Counts: company speakers + operator
2 counted (1 in prepared remarks, 1 in Q&A); 1 by speakers the rule does not count.
…Including, among other factors, economic, geopolitical, operating, and industry conditions, competition, execution risks, the market for advertising, our future financial performance,…
Every settled listing
newest first · 5 shown| Date | Listed as | Venue | Result | Our count |
|---|---|---|---|---|
| May 6, 2026 | Competition |  Kalshi | No | 0 |
| Feb 2, 2026 | Competition | Kalshi | Yes | 2 |
| Nov 13, 2025 | Competition |  Polymarket | Yes | 3 |
| Nov 13, 2025 | Competition | Kalshi | Yes | 2 |
| Aug 6, 2025 | Competition | Kalshi | Yes | 1 |
Questions
- How many times did Disney say “Competition” on its last earnings call?
- Disney said “Competition” 2 times on its Aug 5, 2026 call (FY26 Q3), and on 7 of its last 8 calls: 1, 1, 2, 1, 2, 2, 0, 2 times.
- How often does Disney say “Competition”?
- As of Oct 24, 2026, Disney said “Competition” on 3 of 4 calls with a settled Kalshi or Polymarket mention market since Aug 6, 2025 (75%), most recently on Feb 2, 2026.
- What is the probability Disney says “Competition” next time?
- 71%, from settlement history blended with transcripts (n=4). It is a base rate from history, not a forecast and not advice.
- Who has to say it for the market to count?
- Under the next market's rule: company speakers + operator.
Cite parrot.markets, “Disney: ‘Competition’ mention history”, as of Oct 24, 2026, https://parrot.markets/earnings/DIS/words/competition (CC BY 4.0)
Agents: this page as TSV at /api/v1/word?entity=disney&word=competition · quotes: /api/v1/quotes?entity=disney&word=… · columnar JSON in #parrot-data · llms.txt · MCP