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Disney Earnings Report

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Revenue and profits surged at The Walt Disney Company’s Experiences segment during the three months ending June 27, 2026, according to the company’s earnings report. Revenue climbed 10% to $9.968 billion, driven by a 4% increase in attendance across Disney’s theme parks worldwide.

Another interesting thing—consumer products (aka merch) was moved out of DX (Disney Experiences) and into Entertainment. This follows video gaming which also moved out of DX into Entertainment earlier in the year. Gaming definitely seems like a good match in Entertainment, especially considering how immersive the storytelling in video games has gotten to be. I was a little more surprised about the move of Products…

  • 2 weeks later...
On 8/19/2026 at 9:19 PM, IndyGuy4KI said:

Why are other parks thriving while SIX is just trying to make rent each month?

Name recognition for one thing. General public doesn’t care about the costs going up or the quality reducing. They just see Disney and go anyway.

Last year I saw all sorts of “reports” of attendance going down at the parks… but when we attended it was packed per usual.

Disney ride uptime is above average but definitely has issues.

Disney customer service is over the top.

Disney theming is over the top.

Disney cleanliness is over the top.

Disney vendors all open (for the most part) when the parks open.

SF management can see the differences too. Question is: will they change the current expectations?

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