Back to Equities

DIS

The Walt Disney Company
Communication Services · Entertainment
Stress Scanner
What breaks under stress?
Gravy Gauge
Is this revenue durable?
Moat Mapper
Is the advantage durable?
Consolidation Calibrator
Is M&A creating value?
4
Lenses Applied
8
Signals Analyzed
4
Debates Resolved
8
Forecast Markets
Material Update2026-02-02

Q1 FY2026 Earnings Update: Thesis Tracking Positively

No monitoring triggers fired. Streaming +12% revenue, +50% earnings YoY. Experiences hit $10B quarterly milestone. ESPN DTC metrics still undisclosed - largest remaining uncertainty.

Read the full analysis
The Central Question
"Is Disney's streaming turnaround durable, or is the $9.7B capital return program masking structural decline?"

Disney turned streaming profitable with a $5.3B swing from -$4B loss to +$1.3B profit in three years. But linear TV is declining 11% annually, ESPN DTC just launched with no metrics disclosed, and management is returning $9.7B to shareholders while carrying $37B net debt. We applied four analytical lenses to test whether this transition is on track.

Executive Summary

Cross-lens roll-up assessment

Disney is a company in transition, not in distress. The IP moat is irreplaceable (four $1B+ films vs zero for competitors), Parks generate 30%+ margins with pricing power intact (+8% per capita), and the streaming turnaround validates the Fox thesis. However, linear TV is declining 11% annually with no reversal path, ESPN DTC metrics are undisclosed, and the aggressive capital return program (~$9.7B or 52% of operating income) assumes flawless execution. The balance sheet can absorb stress (23x coverage, A ratings), but strategic flexibility is more limited than headline metrics suggest.

Proceed with CautionMEDIUM confidence

The convergence of transition risk, aggressive capital returns, and undisclosed ESPN DTC metrics requires careful monitoring. Key triggers: ESPN DTC subscriber growth in FY2026, streaming margin sustainability through content cycles, and Parks competitive response to Epic Universe.

Key Takeaways

  • FUNDING_FRAGILITY rated STABLE: 23x interest coverage vs 3x covenant; $12.25B undrawn credit facilities; A2/A/A- ratings with stable outlook
  • REVENUE_DURABILITY rated CONDITIONAL: Streaming profitable but domestic growth plateaued; linear declining 11% annually; Parks pricing power intact but attendance flat
  • COMPETITIVE_POSITION rated DEFENSIBLE: IP moat irreplaceable; Parks geographic moat structural; linear moat eroding; streaming moat building
  • ACCOUNTING_INTEGRITY rated QUESTIONABLE: $73B goodwill (37% of assets); Star India $1.4B impairment; $1.2B annual acquisition amortization

Key Tensions

  • Stress Scanner says STABLE vs Consolidation Calibrator says STRETCHED — different reference frames but both valid
  • Capital return acceleration ($9.7B) signals management confidence but also signals limited organic growth opportunities
  • ESPN DTC launched August 2025 but no early metrics — largest single uncertainty in thesis
  • Fox synergies ($2B+ target) not explicitly tracked — cannot verify value realization

Stress Scanner

What breaks under stress?

About this lens

Key Metrics

Funding Fragility
STABLE
STABLE
STRETCHED
STRAINED
CRITICAL
Capital Deployment
MIXED
DISCIPLINED
MIXED
QUESTIONABLE
DESTRUCTIVE

Key FindingsClick to expand details

Signal AssessmentsClick for full context

SignalAssessment
Funding Fragility
STABLE
Capital Deployment
MIXED

Model Debates

Cross-Lens Insights

Where Lenses Agree

  • Linear TV decline confirmed across all four lenses
  • Streaming turnaround validated
  • IP moat irreplaceability confirmed

Where Lenses Differ

FUNDING_FRAGILITY
Stress Scanner:STABLE — 23x coverage, A ratings, $17.5B liquidity provides substantial buffer
Consolidation Calibrator:STRETCHED — $42B debt elevated vs pre-Fox; strategic flexibility limited

Different reference frames: Stress Scanner evaluates against failure thresholds; Consolidation Calibrator evaluates against historical norms.

The following publicly available documents were collected and extracted into a structured fact dossier that powered this analysis.

SEC Filing
  • Annual Report (10-K) — FY2024
  • Quarterly Report (10-Q) — Q3 FY2025
Earnings Transcript
  • Q4 FY2024 Earnings Call Transcript
  • Q4 FY2025 Earnings Call Transcript