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Source document· March 4, 2026

Why Is Disney (DIS) Down 0.9% Since Last Earnings Report?

View original at finance.yahoo.com
Why Is Disney (DIS) Down 0.9% Since Last Earnings Report? A month has gone by since the last earnings report for Walt Disney (DIS). Shares have lost about 0.9% in that time frame, outperforming the S&P 500…
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  • Disney expects double-digit adjusted earnings per share growth for fiscal 2026 compared to fiscal 2025

    80% confidence

  • Disney has a Zacks Rank #3 (Hold) with expectation of in-line return in next few months

    80% confidence

  • Q2 fiscal 2026 Sports revenues expected to be similar to a year ago, but operating income will decline by $100 million due to higher rights expenses

    80% confidence

  • Disney plans to open a new theme park in Abu Dhabi to expand its global reach

    80% confidence

  • Disney expects $19 billion in cash provided by operations for fiscal 2026

    80% confidence

  • Disney is on track to repurchase $7 billion of stock in fiscal 2026

    80% confidence

  • Entertainment segment projected to achieve double-digit operating income growth for fiscal 2026, weighted to second half of year

    80% confidence

  • The consensus estimate has shifted -6.05% in the past month due to downward trend in fresh estimates

    80% confidence

  • For Q2 fiscal 2026, Entertainment operating income expected to be similar to same quarter a year ago, with streaming profit of approximately $500 million

    80% confidence

  • Sports segment expected to deliver low single-digit operating income growth for full fiscal 2026

    80% confidence

  • Experiences segment anticipated to achieve high-single digit percentage growth in operating income compared to fiscal 2025, weighted to second half

    80% confidence

  • Disney+ and Hulu are on track to merge into a unified app experience later this year

    80% confidence

Data points we hold from this source

The Walt Disney Company · cash5.7 billion_USD
The Walt Disney Company · streaming advertising revenue922 million_USD
What we know · the intelligence behind this page
Live from the substrate
What we're seeing
Vertical AI Agents Attract a Funding Wave Across Fintech-Adjacent Industries
A cluster of AI-native startups applying autonomous agents to narrow, operational problems — hotel front-desk staffing (Dextr AI), identity/fraud risk for financial institutions (Baselayer), insurance distribution (Napo, Connie Health, MGT Insurance) — closed seed-to-Series A rounds within days of each other in September 2026, with CB Insights running a coordinated CEO interview series to spotlight them. The pattern points to agentic AI maturing from generic chat tools into vertical, revenue-generating products, with identity verification for AI agents themselves (Baselayer) emerging as a new fintech infrastructure category responding directly to AI-driven fraud risk.
Our read on the data ›
Signals we're tracking
Satellite-Terrestrial Network Integration Acceleration
Increased investment and launches in hybrid satellite-cellular networks across telecom industry; competitive responses from other carriers; regulatory activity around satellite spectrum; expansion of emergency/rural connectivity use cases
Patterns we're watching ›
Where sources disagree
ING Group
Both facts record the same metric (shares_outstanding) for ING Group at the identical observation date (2025-12-31). FACT A states 2,902,437,688 shares; FACT B states 2,902 million shares (2,902,000,000). The difference is 437,688 shares (~0.015%). This is a genuine value conflict, though the discrepancy appears to result from FACT B rounding to the nearest million while FACT A provides the precise count.
We flag conflicts openly ›
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