News Disney’s Q1 FY26 Earnings Results Webcast

[SamusAranX]

I thought lack of crowds 50% of the year did that?

But the internationals seemed to be out in force in December to my eyes…what have you tracked?

I’m also confused because I just keep getting told Disney wants less people in their parks

 

[SamusAranX]

If the only reason Q1 was up 1% was because YOY there were no hurricanes to shut down the place, then yeah it underperformed.

And “sell out” for any party whether Christmas or MNSSH is a terrible metric because they can purposefully limit how much they sell and if the bar is low….the sell out metric easily clears

 

[Disney Analyst]

Well done all us foreign visitors! You can still get your Disney fix outside the US

 

[GhostHost1000]

And “sell out” for any party whether Christmas or MNSSH is a terrible metric because they can purposefully limit how much they sell and if the bar is low….the sell out metric easily clears

Also more people are starting to choose after hours events because they don’t want to pay and play the lightning lane game.

 

[Sirwalterraleigh]

I’m also confused because I just keep getting told Disney wants less people in their parks

…I got Magic beans to sell you

 

[Sirwalterraleigh]

Disney stock down 7%.

As it should be…these numbers suck.

Analysts are greedy…but generally not that stupid. Spin never beats outlook

I see we’ve swung back from hurricane attendance denialism.

Bob’s burner account Today?

 

[Sirwalterraleigh]

View attachment 906179

This has been repeated over and over again to the same 5 nitwits trumping streaming for 5 years…it’s never gonna sink in.

They know who they are.

 

[Sirwalterraleigh]

Stock down 7%. What a mess Bob is leaving. Josh better be the second coming of Walt because this company is a rudderless ship.

Quite a coincidence that last week the WSJ was citing “sources” that claimed he wanted to spend more time with the wife on “other endeavors”

…his game is played out. There were only two outcomes since he overstayed his welcome and I GUESS this is the more preferable of the two?

 

[MisterPenguin]

And “sell out” for any party whether Christmas or MNSSH is a terrible metric because they can purposefully limit how much they sell and if the bar is low….the sell out metric easily clears

Cool conspiracy theory.

 

[MisterPenguin]

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

Iger is a freaking genius then if he foresaw troubled times three years in advance and arranged for his renewed contract to end at exactly that time.

 

[Sirwalterraleigh]

Iger is a freaking genius then if he foresaw troubled times three years in advance and arranged for his renewed contract to end at exactly that time.

He controls the board, dip…

If it was last year he would have quit like a coward and spun it like the last 15 times he played this tired game

 

[HauntedPirate]

- On track to repurchase $7 billion of stock

People should think about that the next time the fawn over the $17 billion Disney (may ultimately) invest in the domestic parks. Over a decade. Maybe more. And also go back and find out how much they've put into stock buybacks (which only serves to prop up the stock price) since 2010.

 

[Vegas Disney Fan]

Parks/Hotel data from the 10-Q:

View attachment 906096

As someone who wants change in how the parks are managed this is discouraging, 87% occupancy = no course change needed, we can keep raising prices while cutting perks and people will still show up.

I don’t expect anything to change based on this alone.

 

[TrainsOfDisney]

Decision making at that level is rarely based on personal feelings and experiences.

It was with Eisner.

 

[Sirwalterraleigh]

- On track to repurchase $7 billion of stock

People should think about that the next time the fawn over the $17 billion Disney (may ultimately) invest in the domestic parks. Over a decade. Maybe more. And also go back and find out how much they've put into stock buybacks (which only serves to prop up the stock price) since 2010.

Stock buybacks should be illegal…if that isn’t rigging the system…I don’t know what is short of going to the bank with a ski mask?

 

[BrianLo]

This has been repeated over and over again to the same 5 nitwits trumping streaming for 5 years…it’s never gonna sink in.

They know who they are.

Proud of it! I don’t mind, my position is well documented. Here we are cresting a 2B OI year and 10% margins in 2026. Next step? Current day Linear. The step after that? Linear circa 2013/14.

 

[JD80]

As someone who wants change in how the parks are managed this is discouraging, 87% occupancy = no course change needed, we can keep raising prices while cutting perks and people will still show up.

I don’t expect anything to change based on this alone.

The only real cost increase over the last 6-7 years has been the cost of tickets. Value and Moderate hotels have been roughly flat over the years and perks have come and gone.

 

[monothingie]

This has been repeated over and over again to the same 5 nitwits trumping streaming for 5 years…it’s never gonna sink in.

They know who they are.

You’re a dummy!

They just need to spend more money and it will really make the money some consultants said it would more than a decade ago.

 

[Sirwalterraleigh]

As someone who wants change in how the parks are managed this is discouraging, 87% occupancy = no course change needed, we can keep raising prices while cutting perks and people will still show up.

I don’t expect anything to change based on this alone.

There’s a piece of data always missing that we’ll NEVER get…

Which is how traffic into wdw from the 500 hotels off property is doing?

It’s not whether Saratoga is teaming with dvc that determines the health of their parks…it’s more the increasingly sparse parking lots at the parks

 

[SamusAranX]

Cool conspiracy theory.

It’s simply….not.

Disney does not release what the “sell out” number is nor their set capacity threshold. So there is no way to truly measure demand or how impressive the sell out is. and that’s on them. They choose not to release numbers.