The Walt Disney Company (DIS)
Disney CEO Bob Iger reacts to YouTube TV deal
Disney's YouTube TV blackout costs entertainment giant $30 million weekly as carriage dispute continues over channel fees and fair pricing terms.
Disney's 2026 Outlook Brightens Under Iger's Magic Touch
It's taken time, but Bob Iger's magic is working on The Walt Disney Company NYSE: DIS, setting its investors up for robust share price gains in 2026. While the Q4 results were mixed, providing excuses for selling in pre-market action, the takeaways are bullish.
Disney's retained earnings outlook is encouraging, says Rosenblatt's Barton Crockett
CNBC's Julia Boorstin and Barton Crockett, Rosenblatt Securities senior analyst, joins 'The Exchange' to discuss Disney's quarterly earnings results, what investors are looking for from Disney and much more.
The Walt Disney Company (DIS) Q4 2025 Earnings Call Transcript
The Walt Disney Company ( DIS ) Q4 2025 Earnings Call November 13, 2025 8:30 AM EST Company Participants Carlos Gomez - EVP, Treasurer & Head of Investor Relations Robert Iger - CEO & Director Hugh Johnston - Senior Executive VP & CFO Conference Call Participants Benjamin Swinburne - Morgan Stanley, Research Division Steven Cahall - Wells Fargo Securities, LLC, Research Division Robert Fishman - MoffettNathanson LLC Jessica Reif Cohen - BofA Securities, Research Division Michael Morris - Guggenheim Securities, LLC, Research Division Kannan Venkateshwar - Barclays Bank PLC, Research Division John Hodulik - UBS Investment Bank, Research Division Kutgun Maral - Evercore ISI Institutional Equities, Research Division David Karnovsky - JPMorgan Chase & Co, Research Division Presentation Operator Good day and welcome to The Walt Disney Company Fourth Quarter 2025 Financial Results Conference Call. [Operator Instructions] Please note that today's event is being recorded.
Sports Rights Will Cause $1B Bump In Disney Content Spending Next Year
Disney will be increasing its overall content spending by $1 billion to $24 billion in fiscal 2026, largely due to growth in the cost of rights for marquee sports like the NBA. The company disclosed the projection during its fiscal fourth-quarter earnings release.
Inflation Numbers Not Released at Announced Slot
Inflation Numbers Not Released at Announced Slot.
Disney-YouTube TV Contract Dispute Drags On Despite CEO's Wish for a 'Timely' Resolution
YouTube TV's customers have been unable to watch ABC, ESPN and other Disney channels for two weeks. Could a resolution come this week?
Disney didn't mention 'diversity' in its annual report for the first time since 2019
Disney didn't mention "diversity" in its annual report for the first time since 2019. The company revamped its DEI initiatives earlier this year, amid Trump's second term.
Disney shares slide on revenue miss, earnings top estimates
Walt Disney Co (NYSE:DIS, ETR:WDP) shares fell almost 9% after the entertainment giant posted mixed financial results for the fiscal fourth quarter. Disney reported revenue of approximately $22.46 billion, below analyst expectations of $22.75 billion.
Disney (DIS) Reports Q4 Earnings: What Key Metrics Have to Say
Although the revenue and EPS for Disney (DIS) give a sense of how its business performed in the quarter ended September 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Here's why Disney stock is crashing today
Walt Disney (NYSE: DIS) shares are down 8% on Thursday, November 13, following mixed fourth-quarter results.
CFO Says Disney Has No M&A Plans, Pokes Rivals For Splitting Assets — “What You Do When You Don't Have A Great Business”
Disney chief financial officer Hugh Johnson said the company will be sitting out this round of industry M&A. On a conference call with analysts and an interview with CNBC Thursday morning, the executive said CEO Bob Iger spent decades building up the business, which is set with what it has.
