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Disney beats Q2 estimates with streaming profits and park spending driving growth

Company Fundamentals
06 May 2026
Proactive Investors
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Walt Disney Co reported stronger-than-expected fiscal Q2 results, with revenue of $25.17 billion surpassing estimates and a 6.6% year-over-year rise. Adjusted EPS was $1.57, beating the $1.51 forecast, driven by improved streaming unit profitability and higher guest spending at theme parks. Despite a 31.4% drop in net income to $2.25 billion, all business segments exceeded expectations. Disney raised its full-year adjusted EPS growth outlook to about 12%, focusing on expanding its Experiences segment and reducing Disney+ subscriber churn as key priorities moving forward.

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