Aug 5, 2026 earnings call — Disney highlights Experiences and streaming strength
Experiences delivered record fiscal Q3 revenue of $10 billion and total segment operating income was up 21%.
Revenue $25.2B (est $25.4B) · EPS $2.06 (est $1.86)
Key quotes
"First, we grew our global guests 4% year-over-year with particular strength at Walt Disney World, while also benefiting from additional capacity at Disney Cruise Line."
"We delivered a 13% SVOD operating margin in fiscal Q3, and we remain on track for double-digit margins in fiscal '26, excluding the 53rd week impact."
"We're using AI strategically across not only our studios, but across the whole enterprise. And we're doing that to gain efficiency, to be faster, to accelerate velocity, and unleash creativity inside of Disney."