When does "early 2026" expire?
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News Disney’s Q1 FY26 Earnings Results Webcast
- Thread starter DCBaker
- Start date
If the only reason Q1 was up 1% was because YOY there were no hurricanes to shut down the place, then yeah it underperformed.
Factor in that Q1 2026 included free dining and more attractive discount promotions than in 2019.
Serpico Jones
Well-Known Member
Disney stock down 7%.
BrianLo
Well-Known Member
To me all the story is in entertainment. I like the new SVOD numbers reporting and that’s about the only thing that is positive about the way they’ve restructured their reporting.
Linear and content licensing is absolutely buried now. Seems to have been another major linear collapse under the hood driving all these numbers.
No wonder they are picking the parks guy.
Linear and content licensing is absolutely buried now. Seems to have been another major linear collapse under the hood driving all these numbers.
No wonder they are picking the parks guy.
LSLS
Well-Known Member
Huh, I wonder why. Did they maybe expect a replacement CEO announcement and not get it?
Stocks drop after every quarterly call because Disney didn't provide DOUBLE DIGIT GROWTH!!
Then they gradually rebound over the next few months.
It's been flat that way for years even tho Disney posts tens of billions of dollars of profit every year.
Magic Crush Drop
Active Member
Yeah I think a lot of people were waiting for it.
Tha Realest
Well-Known Member
I’m not sure why. By all accounts the board is possibly voting later this week, and I’m not sure an earnings call (what with all its attendant disclosure issues) is the time and place to preemptively drop that sort of news?
Nevermore525
Well-Known Member
Announcing CEO and have them present at the Annual Meeting of Shareholders next month makes much more sense than having them talk about a past earnings period.
Serpico Jones
Well-Known Member
Serpico Jones
Well-Known Member
Chef Mickey
Well-Known Member
That was abysmal. Iger is the worst CEO, officially. He can’t be gone soon enough.
Jrb1979
Well-Known Member
They profitted $4 billion. He's doing something right
Here's someone's opinion which directly contradicts what Iger has been saying at quarterly calls for the past year.
Iger has been saying that the parks and experiences provide a greater RoI than the other segments. That's why they let loose $60B for parks development. Even today, Iger sheepishly admitted that when he became CEO he didn't hold the parks in high regard because the parks had the lowest RoI amongst Disney's profit segments. But now that the parks have the greatest RoI amongst segments, it's something he (and the Board) are willing to invest in. And he hopes the new CEO will see it the same way.
So, who to believe, some vlogger, or the CEO at a quarterly call in which spouting false information or guidance can lead to SEC repercussions or an investor lawsuit?
Serpico Jones
Well-Known Member
GhostHost1000
Premium Member
Wait you mean Bob is leaving knowing they are going the wrong direction? I’ve seen this episode before. Maybe he’ll come back and save it again after he throws Josh under the bus. I wonder if the same trap is set
