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Playtika (NASDAQ:PLTK) reported a stronger-than-expected start to 2026, driven by rapid growth at its SuperPlay studio, record direct-to-consumer revenue and improving stability in parts of its legacy portfolio, executives said on the company’s first-quarter earnings call. The mobile gaming company
Nexstar Media Group (NASDAQ:NXST) reported first-quarter 2026 results that included 13 days of financial contribution from its newly acquired TEGNA assets, while management also detailed the unusual post-close legal and operational constraints now surrounding the transaction. TEGNA acquisition clos
Theme parks have always been a strange place to look for an economic forecast. But for years, what American families decide to do with their summer vacation dollars has told a clearer story about the U.S. economy than most data points coming out of Washington. When that vacation money keeps ...
Disney's earnings beat, streaming momentum and parks growth put ETFs with heavy exposure to the company in focus.
Revenue 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
<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>
<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>
With 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.
Moby summary of The Walt Disney Company's Q2 2026 earnings call
DIS posts higher fiscal Q2 revenues and adjusted EPS, boosted by streaming gains, parks growth and stronger SVOD profitability.
Disney shot down persistent questions about whether it will sell or spin off some of its linear television networks, as NBCUniversal has done and Warner Bros. Discovery was planning to do before agreeing to be acquired by Paramount Skydance.
By Aditya Kalra NEW DELHI, May 6 (Reuters) - India's Zee Entertainment has sued the Reliance-Disney joint venture, the country's biggest entertainment company, alleging it used Zee's copyrighted music
The new chief executive at Disney on Wednesday laid out his long-term vision for the company, centered on using technology to reach consumers and increase profits. In a nearly 3,000-word letter to shareholders accompanying quarterly financial results and comments in a conference call with analysts, Josh D’Amaro emphasized his plans to make Disney+ a digital hub for all the company’s businesses and invest in new technology, particularly around videogames. Theme parks and cruises have overtaken television as Disney’s biggest source of profits, and the company is counting on them to fuel its growth for the rest of this decade and beyond.
Disney'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.
Disney (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?
Disney cleared Q2 estimates early Wednesday, driven by solid revenue growth and a spike in profits for Disney+, Hulu. Disney stock pops.
Disney exceeded most expectations for the second quarter, driven by strength in streaming and its U.S. theme parks that offset fewer visits by international travelers. The Walt Disney Co. had cautioned in February that in the second quarter its Experiences division, which includes its theme parks, would likely see modest operating income growth due in part to a decline in visits from international tourists to the U.S. There’s been a drop in foreign visitors to the U.S. attributed to several factors, including President Donald Trump’s return to the White House, tariffs, an immigration crackdown and repeated jabs about the U.S. possibly trying to acquire Canada and Greenland.
Investing.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.
Find insight on Wolters Kluwer, Infineon Technologies, ZZZ and more in the latest Market Talks covering Technology, Media and Telecom.
This is the first report under new CEO Josh D'Amaro.
Shares have tumbled 12% in 2026, dragged down by concerns about slow earnings growth and macro headwinds.
Earnings season marches on this week as investors will hear from big companies including Walt Disney, McDonald's and CoreWeave. Data on the U.S. jobs market will also be watched closely, culminating in April nonfarm payroll numbers Friday.
With 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.
Futures rose. President Trump "paused" his Hormuz opening effort. AI plays AMD, Astera Labs, Lumentum, Arista were earnings movers late.
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?
Media investor James Murdoch is in advanced talks to buy Vox Media’s New York Magazine and podcast division, according to people familiar with the matter. The deal, which is through Murdoch’s Lupa Systems investment company, isn’t yet final, and could still fall apart, they said. Murdoch, the younger son of News Corp founder Rupert Murdoch, founded Lupa in 2019 after stepping down as chief executive of 21st Century Fox when substantial parts of the company were sold to Walt Disney The following year, he resigned from the board of News Corp, citing disagreements over editorial content.
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.
Job openings barely budged in March as the hiring rate reached its highest level in nearly two years, Labor Department data released Tuesday showed. But layoffs also crept higher.
Paramount Skydance reported first-quarter results after Monday’s close, its first report since winning the bidding war for Warner Bros. Discovery.