The Walt Disney Company (DIS)
Disney's Earnings Beat Isn't Enough To Change The Story Yet
The Walt Disney Company (DIS) remains a Hold as upside is limited without clear improvements in free cash flow and entertainment margins. Despite beating revenue and EPS expectations, DIS shares fell 7% due to weak free cash flow and declining segment margins. Streaming profitability and cost discipline are critical; current valuations reflect market skepticism about sustained margin recovery and cash generation.
Disney shares are flat as CEO succession takes the spotlight. Here's what's happening
Disney shares edged higher premarket Friday ahead of the announcement of a successor for Bob Iger as CEO. The media giant reported quarterly earnings on Monday, beating Wall Street's expectations.
Even Disney can't outrun the international travel slowdown
Disney reported "headwinds" in international visitation to its US theme parks. International visitors to the US declined in 2025, especially from Canada.
Disney's Q1 2026 Missed Hype, But the Turnaround Builds
Walt Disney Company's NYSE: DIS Q1 2026 results and guidance were no blowout, but they affirm that the company is gaining traction. Years in the making, the Bob Iger-led turnaround has the company back on track, growing, and positioned for a leveraged earnings recovery over time.
Disney Might Need to Be Broken Up, Ross Gerber Says
Ross Gerber, co-founder and CEO of Gerber Kawasaki Wealth and Investment Management, says the valuation for Walt Disney Co. "makes no sense" and it's time for a change there. Disney said it expects challenges attracting international tourists to its domestic parks in its fiscal second quarter and warned of ongoing increased costs for sports rights.
The Self-Financed Horror Movie That Beat ‘Melania' and Battled Disney for No. 1
“Iron Lung” opened in more than 4,000 locations after YouTube star Markiplier's fans blitzed movie theaters with requests for the movie.
Record Earnings Can't Save Disney Stock From $100 Plunge: Here's Why
Walt Disney (NYSE:DIS), the long-standing theme park behemoth that's now a streaming service contender, just released its latest round of quarterly data.
Disney supercharged its parks. The booming division still has room to run
The Walt Disney Company's experiences division, which includes its parks, cruise ships, hotels and consumer products, posted record revenue for the fiscal first quarter, topping $10 billion for the first time. For the period ended Dec. 27, experiences represented 38% of Disney's total revenue, yet generated a whopping 71% of its operating income.
Disney Stock Slides Despite Strong Earnings as Investors Look Ahead to CEO Succession
Disney shares fell sharply Monday morning, despite a better-than-expected quarterly earnings report, as investors assessed reports about the company's CEO succession plans.
Disney Q1 Earnings Surpass Estimates, Revenues Increase Y/Y
DIS beats Q1 earnings estimates as revenues rise 5% Y/Y, with streaming profit up sharply and Experiences driving growth despite lower EPS.
Six More Weeks of Q4 Earnings Season?
We're quiet to start a new trading week, but this is both Jobs Week and the busiest Q4 earnings week thus far.
Disney earnings top estimates, plus gold and silver volatility and price swings
Morning Brief anchor Julie Hyman breaks down the latest market moves for February 2, 2026. Disney reported better-than-expected fiscal first quarter results.
