Jul. 26 at 3:05 PM
$DIS Disney reports fiscal Q3 results before the market opens on August 5, 2026, and streaming is the number I’ll be watching. In Q2, operating income from Disney+ and Hulu rose 88% to
$582 million, showing that the direct-to-consumer business is becoming a real earnings contributor. The offset is ESPN, where higher sports-rights costs pressured profit, while attendance at Disney’s U.S. parks slipped 1%. My focus is whether streaming growth can outweigh those pressures without relying mainly on price increases. Comcast (
$CMCSA) also matters as Universal adds competition in Orlando. Not financial advice. Do your own research.