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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 plans to open a new theme park in Abu Dhabi to expand its global reach

    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
  • The consensus estimate has shifted -6.05% in the past month due to downward trend in fresh estimates

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

    80% confidence
  • Disney has a Zacks Rank #3 (Hold) with expectation of in-line return in next few months

    80% confidence
  • Sports segment expected to deliver low single-digit operating income growth for full fiscal 2026

    80% confidence
  • Disney expects double-digit adjusted earnings per share growth for fiscal 2026 compared to fiscal 2025

    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
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The Agentic Takeover of the CFO's Office
Enterprise finance software vendors—BlackLine, OneStream, Numero AI, and Oracle—are racing to embed autonomous AI agents into core financial operations (close, consolidation, reporting), backed by consolidation M&A (Numero-Royu, BlackLine-WiseLayer), fresh leadership hires, and survey data showing nearly a quarter of CFOs plan to boost AI spending over 50%. Adoption momentum is strong even as at least one bellwether (Oracle) sees its stock lag year-to-date, suggesting the market hasn't yet fully priced in the shift from AI-as-feature to AI-as-agent in finance.
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Satellite-Terrestrial Network Integration Acceleration
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Morgan Stanley & Co. LLC
Two significantly different EPS values (10.21 vs 2.68 USD_per_share) are reported for Morgan Stanley on the same observation date (2025-12-31). Fact A specifies FY 2025, while Fact B's 'N/A' fiscal period is ambiguous. If both represent FY 2025 annual EPS, these values directly conflict. The magnitude of the difference (3.8x) is too large to attribute to rounding or minor calculation variations. The missing fiscal period in Fact B raises data quality concerns, but same-date observation + same attribute should reference the same period.
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