Walt Disney Company (The) (DIS) Q2 2026 Earnings Call

Investor webinar replay

Watch the replay and follow the connected company analysis, news, and investor updates for Walt Disney Company (the).

Watch the replay

Replay transcript excerpt

WEBVTT 00:00:00.031 -- 00:00:04.856 During the quarter, we released Pixar's Hoppers to critical success, a strong reminder 00:00:04.856 -- 00:00:09.601 of Pixar's track record of creating meaningful, original IP that resonates with audiences 00:00:09.601 -- 00:00:14.726 all around the world. We are thrilled with last weekend's opening of The Devil Wears 00:00:14.726 -- 00:00:19.672 Prada 2, and as we look ahead, we're excited about our upcoming film slate, including 00:00:19.672 -- 00:00:25.117 The Mandalorian and Grogu, Toy Story 5, the live-action Moana, and Avengers 00:00:25.117 -- 00:00:26.980 Doomsday. 00:00:26.980 -- 00:00:31.874 When you look at our upcoming slate of franchise films, each has the potential to resonate 00:00:31.874 -- 00:00:36.888 with our fans well beyond its initial release, moving across platforms, experiences 00:00:36.888 -- 00:00:42.618 and products in a way that deepens engagement and extends reach over time. 00:00:42.826 -- 00:00:47.417 At Disney Experiences, we continue to demonstrate strength in the core business and make 00:00:47.417 -- 00:00:52.249 progress against our growth initiatives with strong revenue growth of 7% and segment 00:00:52.249 -- 00:00:55.116 operating income growth of 5% in the quarter. 00:00:55.116 -- 00:00:59.347 Both revenue and segment operating income were ahead of our prior expectations and represent 00:00:59.347 -- 00:01:01.692 second quarter records. 00:01:01.692 -- 00:01:06.660 Over the past few quarters, the team has successfully navigated known attendance headwinds. 00:01:06.660 -- 00:01:10.325 We are now starting to lap these headwinds and expect attendance trends at our domestic 00:01:10.325 -- 00:01:16.872 parks to improve in Q3 when compared to the results we reported for Q2 today. 00:01:16.956 -- 00...