Zacks89d agoneutral
Disney-Heavy ETFs to Watch After Impressive Q2 EarningsDisney's earnings beat, streaming momentum and parks growth put ETFs with heavy exposure to the company in focus.
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The Daily Upside90d agobullish
Wall Street Fetes D’Amaro Like a Disney Prince as Earnings Beat Buoys Stock PriceRevenue in the Entertainment division climbed 10% to $11.7 billion, with its streaming unit reporting an 88% leap in operating income.This was Josh D’Amaro’s first earnings report as CEO, and the market treated it as a coronation.Disney shares
Reuters Videos90d agoneutralVIDEO
Disney earnings show consumers are 'full systems go,' says CIO<body><p>STORY: Disney reported adjusted earnings-per-share of $1.57 and revenue of $25.2 billion for January through March. Analysts, on average, had expected adjusted EPS of $1.49 and revenue of $24.78 billion, according to LSEG.</p><p>"All three aspects of their business did extraordinary," said Weinand, referring to streaming, theme parks and merchandise. </p><p>"I don't know the last time you've been to a theme park, but it's $300 to get in the door, and it's about $1,000 per person by the time you've left," he said. "Add that to almost every single streaming service is increasing their subscription prices, and people are paying it." </p><p>While most of those consumers are in middle- or upper-income brackets, Weinand said lower-middle class consumers are also spending, but at "entry-level consumer goods stores."</p><p>"That's kind of why I still like a Ross Stores or a TJ Maxx," he said, noting that shares of Ross Stores are "up about 26% this year."</p></body>
Reuters Videos90d agobullishVIDEO
Disney earnings beat estimates as new CEO outlines growth strategy<body><p>STORY: Walt Disney is kicking off a new era, and Wall Street liked what it heard.</p><p>Shares surged as much as 8.5% in Wednesday trading after the company reported quarterly results that topped analysts' expectations.</p><p>:; Disney</p><p>It was also the first earnings call for new Disney CEO Josh D'Amaro, who took over from longtime chief executive Bob Iger in mid-March.</p><p>D'Amaro used the moment to lay out his vision for the company, vowing to stay focused on creative excellence, grow Disney's streaming business, and keep investing in theme parks and cruise lines.</p><p>At its entertainment division, operating income jumped 6% for the quarter, boosted by higher subscription and ad revenue from streaming services including Disney+. </p><p>:; Disney</p><p>Theme parks told a more mixed story. Guests who did visit spent more — but overall attendance was down, partly due to fewer international tourists. </p><p>Disney noted that it is "not immune" from the impacts of rising gas prices — and that a further increase could lead to more changes in consumer behavior.</p><p>Meanwhile, the company's sports division, home of ESPN, faced pressure from rising programming costs. But executives pushed back on any notion that ESPN is fading — calling it the world's biggest sports media brand and an "important contributor" to the company's portfolio.</p><p>:: Particle6</p><p>Archive</p><p>D'Amaro also addressed AI, saying it presented "meaningful long-term opportunities," including the potential to make production more efficient, but that human creativity would remain at Disney's core.</p></body>
Motley Fool90d agoneutral
Disney (DIS) Q2 2026 Earnings TranscriptWith me today are Josh DAmaro, our Chief Executive Officer; and Hugh Johnston, our Chief Financial Officer. You will notice that we've adjusted our earnings materials to shift our focus more toward the Walt Disney Company as a whole rather than its individual segments.
Moby90d agoneutral
The Walt Disney Company Q2 2026 Earnings Call SummaryMoby summary of The Walt Disney Company's Q2 2026 earnings call
Zacks91d agoneutral
Disney Q2 Earnings Surpass Estimates, Revenues Increase Y/YDIS posts higher fiscal Q2 revenues and adjusted EPS, boosted by streaming gains, parks growth and stronger SVOD profitability.
Yahoo Finance Video91d agobullishVIDEO
Disney stock is a 'crown jewel': Q2 earnings beat takeawaysDisney's (DIS) second quarter earnings results beat analysts' expectations, driven by booming streaming profit. Yahoo Finance Senior Business Reporter Ines Ferré and Washington Crossing Advisors senior portfolio manager Chad Morganlander chat with Yahoo Finance Senior Reporter Brooke DiPalma about the earnings results and the stock's potential.
Zacks91d agoneutral
Walt Disney (DIS) Q2 Earnings and Revenues Top EstimatesDisney (DIS) delivered earnings and revenue surprises of +5.72% and +0.41%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?
Investing.com91d agobullish
Disney beats estimates as streaming growth acceleratesInvesting.com -- Walt Disney Co. (NYSE:DIS) reported second-quarter results that exceeded Wall Street expectations, driven by stronger-than-expected streaming revenue and solid performance at its theme parks.
Yahoo Finance91d agobullish
Disney Q2 earnings beat, but US park attendance dips in first report under new CEO Josh D'AmaroThis is the first report under new CEO Josh D'Amaro.
Barrons.com91d agoneutral
Disney’s First Earnings Under New CEO Are Coming. What The Market Wants to See.Shares have tumbled 12% in 2026, dragged down by concerns about slow earnings growth and macro headwinds.
Barrons.com91d agoneutral
Review & Preview: Earnings in FocusWith the Iran cease-fire still seemingly intact, oil prices retreated today, giving the market some room to run. The tech-heavy Nasdaq Composite rose 1%, while the The S&P 500 gained 0.8%. While there has been no real uptick in traffic through the Strait of Hormuz, the fact that the cease-fire remains in effect was enough to temper oil prices on Tuesday.
Investor's Business Daily91d agobullish
Dow Jones Futures Rise; Trump Hits Hormuz Pause; AMD, Lumentum, Arista Lead AI Earnings MoversFutures rose. President Trump "paused" his Hormuz opening effort. AI plays AMD, Astera Labs, Lumentum, Arista were earnings movers late.
24/7 Wall St.91d agoneutral
Can Disney Keep Treading Above $100 After Earnings Tomorrow?Investors are watching Disney (NYSE:DIS) ahead of fiscal Q2 2026 results due before the bell tomorrow, May 6. Shares are barely holding $100 at $100.69, down 10.95% YTD. This is new CEO Josh D’Amaro’s first real test. D’Amaro Inherits a Crowded To-Do List Last quarter, Disney beat with adjusted EPS of $1.63 on revenue of ... Can Disney Keep Treading Above $100 After Earnings Tomorrow?
Barrons.com92d agobullish
S&P 500, Nasdaq Climb Back to Record Highs. Earnings Are in Focus.Stocks were back near their highest levels on record after Wall Street turned its attention away from Iran and back to earnings season. The Dow rose 305 points, or 0.6%. The S&P 500 was up 0.7%. The Nasdaq was up 0.
Barrons.com92d agobullish
Paramount Stock Edges Higher After Earnings Beat. CBS News Is Barely Mentioned.Paramount Skydance reported first-quarter results after Monday’s close, its first report since winning the bidding war for Warner Bros. Discovery.
Investopedia92d agoneutral
Here's How Much Disney Stock Is Expected to Move After EarningsDisney is set to report earnings Wednesday for the first time under new CEO Josh D'Amaro, with traders expecting a big move in the entertainment giant's stock after the results.
Barrons.com92d agobullish
Paramount Earnings Are Coming. Streaming Strength Will Be Key.Paramount Skydance is scheduled to report first-quarter results after Monday’s close, its first report since winning the bidding war for Warner Bros. Discovery.
Simply Wall St.95d agobullish
InterDigital (IDCC) Is Down 21.2% After Licensing‑Driven Earnings Beat And Guidance Reaffirmation Has The Bull Case Changed?In late April 2026, InterDigital reported first‑quarter revenue of US$205.42 million and net income of US$75.33 million, with GAAP diluted EPS of US$2.14, alongside six new licensing agreements and renewed deals with major manufacturers such as Xiaomi, LG, and Sony. Management also highlighted record smartphone annualized recurring revenue covering roughly 85% of the global market and reaffirmed full‑year 2026 guidance, underpinned by ongoing patent enforcement successes including...