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

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

    80% confidence
  • Disney+ and Hulu are on track to merge into a unified app experience later this year

    80% confidence
  • 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

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
Obesity and Immunology Readouts, Big Pharma M&A and AI-Designed Drugs Converge Into a Q4 2026 Catalyst Wave
Late-stage data and deal activity are clustering ahead of Q4 2026. Novo Nordisk's CagriSema won Best Abstract at EASD 2026 for its brain and body (fMRI/MRI) data, Lilly showed ADtouch results for EBGLYSS and agreed to buy Merida Biosciences for $2.9B, and Merck's tulisokibart hit its Phase 2b endpoints. A key regulatory catalyst follows: the FDA PDUFA date for the ivonescimab BLA on 2026-11-14. AI-designed rentosertib showing anti-aging effects adds a speculative AI-drug-discovery thread, while QAIAx's microcities trial and QIII pilot (planned 2027-01-01) are peripheral, forecast-only items.
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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
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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.
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