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The Walt Disney Company

DIS · NYSE

Disney reported FY2025 revenue of $94.4 billion and Q2 2026 quarter revenue of $25.2 billion. The thesis depends on parks, streaming profitability, sports economics, content discipline and IP monetization.

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Latest ReportMay 19, 2026DIS: Disney needs IP flywheel proof, not just brand powerView report ->Total Reports1Published reportView all ->Active Discussions0No visible comments yetView discussions ->Member WorkspaceLockedFinancials, timeline, comparisons, scorecard, and discussion require a paid login.View access ->
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Latest Thesis

DIS: Disney needs IP flywheel proof, not just brand power

Disney reported FY2025 revenue of $94.4 billion and Q2 2026 quarter revenue of $25.2 billion. The thesis depends on parks, streaming profitability, sports economics, content discipline and IP monetization.

May 19, 2026Research reportSlides available
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The Walt Disney CompanyDisney needs IP flywheel proof, not just brand powerMay 19, 2026
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DIS: Disney needs IP flywheel proof, not just brand powerDisney reported FY2025 revenue of $94.4 billion and Q2 2026 quarter revenue of $25.2 billion. The thesis depends on parks, streaming profitability, sports economics, content discipline and IP monetization.NYSEMay 19, 2026Research reportReadSlides