• Transcript covered Disney Q2 FY26 earnings conference call; attended by CEO Josh D’Amaro, CFO Hugh Johnston, investor relations chief Ben Swinburne, analysts.
• D’Amaro set near-term priorities around creative output, streaming product and technology, ESPN direct-to-consumer buildout, growth at Experiences; positioned Disney+ as “digital centerpiece” to connect entertainment, sports, games, merchandise, parks.
• Management reported Q2 revenue up 7% and total segment operating income up 4% year over year; Entertainment SVOD revenue growth accelerated to 13% from 11% in Q1, with subscription growth driven by rate and volume, advertising revenue up double digits.
• Johnston flagged Q2 domestic parks attendance down 1% due to international visitation and Epic Universe-related headwinds; excluding international visitation impact, domestic attendance would have risen; expects those headwinds to ease with improved trends in Q3, citing encouraging forward bookings.
• Disney reiterated adjusted EPS growth outlook of 12% for fiscal 2026 and double-digit growth for fiscal 2027, both excluding impact of 53rd week; Johnston said elevated gasoline prices have not yet changed guest behavior.

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