Walt Disney Company (The) (DIS) Q4 2025 10-Q Quarterly Report
Filed: Feb 2, 2026Period ending Dec 27, 2025
Communication Services
Services-Miscellaneous Amusement & RecreationSEC EDGAR Walt Disney Company (The) (DIS) 10-Q quarterly report for Q4 2025, filed with SEC EDGAR on Feb 2, 2026 for the fiscal period ending Dec 27, 2025. This page provides AI-powered analysis including management discussion & analysis (MD&A), risk factor updates, and key quarterly financial data such as revenue and net income extracted from XBRL.
Walt Disney Company (The) Q4 2025 10-Q Analysis
Management Discussion & Analysis
- • Revenue $26.0B, up 5% YoY from $24.7B; Services $23.2B (+5%), Products $2.8B (+5%)
- • Net income $2.4B, down 6% YoY from $2.6B; diluted EPS $1.34 vs $1.40; operating margin contraction mainly from Entertainment
Risk Factors
- • New contract renewal risk triggered by temporary channel removal from YouTube TV in Q1 FY 2026 due to expired distribution contract
- • Material update on IP risk with increased challenges from AI tools facilitating unauthorized use of content globally
Walt Disney Company (The) Q4 2025 Quarterly FinancialsXBRL
Revenue
$26.0B
▲ +5.2% YoY
Net Income
$2.4B
▼ -6.0% YoY
Net Margin
9.2%
▼ -110bp YoY
Source: XBRL data from Walt Disney Company (The) Q4 2025 10-Q filing on SEC EDGAR. All figures in USD.
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