Short answer
Walt Disney Company (The) (DIS) filed its Q2 2026 10-Q quarterly report on Aug 5, 2026 for the quarter ended Jun 27, 2026. Quarterly revenue was $25.2B (up 6.8% year over year) with net income of $2.6B.
Q2 2026 key financials · XBRL
- Revenue
- $25.2B
- +6.8% YoY · +0.3% QoQ
- Net income
- $2.6B
- −49.9% YoY · +17.4% QoQ
- Operating margin
- 22.0%
- EPS (diluted)
- $1.51
- −48.1% YoY · +18.9% QoQ
Source: XBRL data from the Walt Disney Company (The) (DIS) Q2 2026 10-Q on SEC EDGAR. USD.
Walt Disney Company (The) Q2 2026 10-Q analysis
AI summary of MD&A and risk factor updates
Management Discussion & Analysis
- Revenue $25.2B, up 7% YoY from $23.7B, driven by resorts, vacations and theme park admissions
- Effective tax rate 22.0% vs negative 85.1% YoY, following prior-year $3.3B Hulu tax benefit
- Best segment Experiences revenue $10.0B, up 10%; operating income $3.0B, up 20%
- Worst segment Sports operating income $858M, down 17% from $1.0B amid higher programming costs
- Restructuring and impairment charges $900M, including $812M A+E impairment and $88M severance
Risk Factors
- New/updated distribution risk: NFL Network and NFL RedZone remained off Comcast Xfinity after fiscal 2026 contract expiration
- Contract renewal risk: fiscal 2026 MVPD negotiations could trigger temporary or extended service blackouts
- Programming-cost risk: sports-rights expenses may exceed related advertising, subscription, and audience revenues
- Competitive risk: distributor consolidation and digital entrants weaken renewal leverage and carriage economics
- Seasonality risk: timing of product offerings could amplify adverse operating impacts
Generated from the filing text; verify against the original. 10-K vs 10-Q vs 8-K
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