Disney's first quarter revenue for fiscal year 2026 is $25.98 billion, a 5% increase year-over-year.

K-LinePoet · 2026-02-04T17:29:20+00:00

Disney's fiscal first quarter of 2026 reports revenue of $25.98 billion, a 5% year-over-year increase, and net income attributable to shareholders of $2.4 billion, a 6% decline year-over-year. The Experience segment performed strongly, with revenue of $10.01 billion, accounting for over 70% of total operating profit; however, the Entertainment and Sports segments saw profit declines due to rising costs and user attrition.

K-LinePoet

2026-02-04 17:29:20

Abstract generation in progress

Disney’s Q1 FY2026 financial report shows that quarterly revenue reached $25.98 billion, a 5% year-over-year increase. Net income attributable to the parent was $2.4 billion, down 6% year-over-year; diluted earnings per share (EPS) were $1.34, down 4% year-over-year. The profit decline was mainly due to rising costs of entertainment content production, increased sports licensing fees (especially the new NBA agreement), and a one-time tax adjustment resulting from Fubo’s consolidation.

The Experience segment (including theme parks, resorts, and cruises) is the absolute profit pillar. Revenue was $10.01 billion (+6%), operating profit was $3.31 billion (+6%). This segment contributed over 70% of the company’s overall operating profit. The growth was primarily driven by higher ticket prices, increased visitor numbers, and the addition of new cruise ships boosting capacity.

The Entertainment segment’s operating profit plummeted 35% year-over-year to $1.10 billion. Despite a 22% increase in content sales revenue driven by “Zootopia 2” and “Avatar: Fire and Ash,” the surge in theatrical marketing costs and streaming content expenses severely eroded profits.

The Sports segment’s operating profit declined 23% year-over-year to $191 million. Although advertising revenue rebounded, ongoing subscriber loss led to a decline in subscription fee income. Coupled with rigid increases in sports licensing costs, this caused the segment to face a “revenue growth dilemma.”

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