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(AWP Alliance News) - The Walt Disney Company published the transcript of its fiscal Q3 2026 earnings conference call held on August 5, 2026, attended by CEO Josh D'Amaro, CFO Hugh Johnston, and IR head Ben Swinburne. D'Amaro highlighted 7% revenue growth, a 21% rise in total segment operating income, record Experiences results, 4% global guest growth, 3% domestic parks attendance growth, and 4% domestic per-capita spending growth, with Walt Disney World and Disney Cruise Line forward bookings described as healthy.
Management guided Experiences operating income growth to the high end of prior high single-digit guidance for the year, excluding the 53rd week, while declining to provide a longer-term revenue or margin outlook for the segment. Johnston raised planned fiscal 2026 share repurchases to at least USD 9 billion from about USD 7 billion, citing cash previously set aside for an OpenAI deal and expected proceeds from an A&E transaction, while noting USD 24 billion of companywide content spend this year.
D'Amaro said Disney+ passed a milestone allowing Hulu subscribers to link profiles and manage subscriptions in Disney+, targeted park discounts were aimed at specific segments rather than signaling demand weakness, and elements of an expanded Disney+ ecosystem are expected to begin rolling out in spring 2027.
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Disclaimer: This news brief was created using generative artificial intelligence. The Walt Disney Company published the original content used to generate this news brief on August 07, 2026, and is solely responsible for the information contained therein.
