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🔹 Revenue: $25.98B (Est. $25.69B) 🟢; +5% YoY
🔹 Adj. EPS: $1.63 (Est. $1.56) 🟢; -7% YoY
🔹 Oper Income: $4.60B (Est. $4.59B) 🟢; -9% YoY
Q2 Guide:
🔹 Entertainment: Segment OI comparable to Q2’25
🔹 SVOD Oper Income: $500M (approx. +$200M vs Q2 fiscal 2025)
🔹 Sports: Comparable revenue to Q2’25
🔹 Sports: Segment OI decline of $100M (higher rights expenses)
🔹 Experiences: Modest segment OI growth
FY Guide:
🔹 Entertainment: Double digit segment OI growth vs fiscal 2025 (weighted to 2H)
🔹 SVOD Operating Margin: 10%
🔹 Sports: Low-single digit segment OI growth vs fiscal 2025
🔹 Experiences: High-single digit segment OI growth vs fiscal 2025 (weighted to 2H)
🔹 Adjusted EPS: Double digit growth vs fiscal 2025
🔹 Cash Provided by Operations: $19B
🔹 Repurchases: On track to repurchase $7B of stock
Segment Performance:
🔹 Entertainment Rev: $11.61B (Est. $11B) 🟢; +7% YoY
🔹 Sports Rev: $4.91B (Est. $4.96B) 🔴; +1% YoY
🔹 Experiences Rev: $10.01B (Est. $9.96B) 🟢; +6% YoY
🔹 Entertainment OI: $1.10B (Est. $1.18B) 🔴; -35% YoY
🔹 Sports OI: $191M; -23% YoY
🔹 Experiences OI: $3.31B
Other Metrics:
🔹 SVOD Revenue: $5.35B; +11% YoY
🔹 SVOD Operating Income: $450M; +$189M YoY
🔹 SVOD Operating Margin: 8.4%
🔹 YouTube TV carriage suspension: approx. $110M adverse impact to segment operating income
🔹 Domestic parks attendance: +1% YoY
🔹 Domestic parks per capita spending: +4% YoY
Financials:
🔹 Income Before Income Taxes: $3.69B; +1% YoY
🔹 Net Income: $2.48B
🔹 Cash Provided by Operations: $735M
🔹 Free Cash Flow: $(2.28)B
🔹 Investments in parks, resorts and other property: $3.01B
#dis
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