The Walt Disney Company will release its fiscal first quarter 2026 results before market open on February 2, 2026 and host a live audio webcast at 8:30 a.m. ET / 5:30 a.m. PT. Investors can access earnings slides, supplemental materials and forward-looking commentary at www.disney.com/investors. The webcast, which will include discussion of segment performance across Media Networks, Parks, Experiences & Products and Direct-to-Consumer, will be archived for later playback. Management is expected to address subscriber growth trends in Disney+ and Hulu, advertising revenue outlook and return-on-investment from new theme park attractions.

Shares of Disney have risen 4.4% over the last twelve months as the company rolls out AI-driven advertising tools, expands vertical video formats on its streaming platforms and grows ad-supported tiers. Management reports that early tests of dynamic ad insertion in live sports programming have driven a 15% lift in average revenue per user in test markets. Vertical short-form content on Disney+ generated over 200 million views in Q4, helping to boost engagement metrics by 8%. The growing share of ad-supported subscribers—now representing 18% of Disney+ base—has contributed to a 12% increase in streaming ad sales year-over-year, supporting higher overall profit margins despite continued investment in original content.