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What Disney's latest 10-Q says: 10 signals

Disney filed its latest 10-Q with the SEC on Aug 5, 2026. It discusses AI investment, compliance burden and legacy modernization.

Public (DIS)Movies, Videos, and Soundthewaltdisneycompany.comLinkedIn

Filed
Aug 5, 2026
Filings
3
Signals
32

10-Q · latest 10

What Disney's 10-Q filings say

  1. 10-Q

    Filed · 10 signals

    SEC EDGAR

  2. 10-Q

    Filed · 10 signals

    SEC EDGAR

Earlier 10-Q filings

Showing 10 of 32 filing signals. The Signal API returns all of them.

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Earnings calls

Disney earnings headlines

From earnings call transcripts (Signal API type earnings-transcripts).

Earnings call headlines
Call dateWhat the company said
Turbocharging Experiences growth with $9B CapEx in FY26As part of a larger $60 billion 10-year investment cycle, the company is allocating $9 billion in capital expenditures for fiscal year 2026 to accelerate growth in the Experiences segment. Major projects include Villains Land in Orlando, the Avengers Campus expansion in Anaheim, and a previously announced cruise ship expansion, all aimed at expanding capacity and driving demand.
Q3 revenue up 7%, operating income up 21%, Experiences hits record $10BThe company reported strong Q3 results with total revenue growth of 7% and segment operating income growth of 21%, beating prior guidance. The Disney Experiences segment was a key driver, delivering a record $10 billion in revenue for the quarter, a 10% increase year-over-year, demonstrating significant financial strength and operational momentum.
Experiences OI growth guidance raised to high end of high-single-digitsThe company has raised its outlook for the Experiences segment, now expecting operating income growth to reach the high end of its previously provided high-single-digit range for fiscal year 2026. This upward revision is driven by strong execution, robust demand at domestic parks and cruise lines, and is not reliant on one-time tariff refunds.
Committing $24B to content spend for the current fiscal yearDisney is on track to spend $24 billion on content across the company in the current fiscal year, a modest increase year-over-year. This investment underpins the company's flywheel strategy, where IP created for theatrical and streaming fuels downstream value in parks and consumer products, even when individual films have mixed box office performance.
Leveraging AI across enterprise for efficiency and creative enhancementDisney is strategically using AI across its studios, streaming, and parks to gain efficiency, accelerate velocity, and enhance creativity. Use cases include speeding up pre- and post-production processes like rendering, improving personalization on Disney+, and creating tailored guest experiences for park vacations. The CEO emphasized that AI will amplify, not replace, human creators.
Prioritizing enterprise-wide data unification for single consumer viewA top priority for the CEO is unifying consumer data across the entire company, including parks, streaming, studios, and consumer products. The goal is to resolve disparate datasets to better serve fans, drive lifetime value, and enable personalization. This critical first-party dataset is seen as a foundation for product innovation and new revenue streams.

Signal API · MCP

Track Disney with the Signal API

One POST /v1/companies/enrich call with thewaltdisneycompany.com returns Disney 10-Q signals (sec-10q), each with its source. Or ask Claude through MCP.

Start Free1,000 free creditsUse it in Claude via MCP

2 credits per signal returned; zero-result calls are free. Endpoint reference

curl -X POST https://signals.autobound.ai/v1/companies/enrich \
  -H "X-API-KEY: $AUTOBOUND_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "domain": "thewaltdisneycompany.com",
    "signal_types": ["sec-10q"],
    "limit": 20
  }'

Questions about Disney 10-Q

When did Disney file its latest 10-Q?
Disney filed its latest 10-Q on Aug 5, 2026. The one before it was filed on May 6, 2026.
What did Disney disclose in its latest 10-Q?
From the filing dated Aug 5, 2026: Disney reports service blackouts on Comcast Xfinity and YouTube TV amid contract disputes.
What did Disney say on its recent earnings calls?
Q3 FY2026: Turbocharging Experiences growth with $9B CapEx in FY26 (dated Aug 5, 2026).
Where can I read Disney's 10-Q filing?
The full filing is on SEC EDGAR: https://www.sec.gov/Archives/edgar/data/1744489/000174448926000057/dis-20260627.htm. This page summarizes what the filing says and links to it.

Source. Quarterly reports (Form 10-Q) filed with the SEC. Every card links to the filing on EDGAR.

Method. Insights are extracted from the filing text and grouped by category. Numbers are quoted from the filing.

Data as of .

How this data is built →Get it from the Signal API →