The Walt Disney Co

DIS: XNYS (USA)

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Disney Earnings: No Big Surprises in Solid Results; Areas of Ostensible Weakness Aren't of Concern

Matthew Dolgin

Feb 2, 2026

Disney's 5% year-over-year revenue growth and a 9% decline in operating income were driven by strong results in the areas most critical to the firm's future: experiences, streaming, and sports. Entertainment profit outside streaming declined 55%, and negative free cash flow was mostly due to timing.

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The Walt Disney Co

Disney Earnings: No Big Surprises in Solid Results; Areas of Ostensible Weakness Aren't of Concern

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