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Competition. Subscriber. Cruise. Abu Dhabi. Avatar. Zootopia. Moana. NFL. Doomsday. Acquisition. YouTube TV. WWE. DraftKings. Fortnite. Buyback. Weather.
We used our Earnings Call x Mention Markets tool to analyze Disney’s past earnings calls. (Results below.)
We think there are some outcomes that have a high probability of hitting, and the markets agree.
Competition, Subscriber, and Cruise all seem highly likely based on past earnings calls and current market expectations. If you’re up for it you can probably squeeze out a few more dollars, but when it gets this close to 100% it can often feel like picking pennies off a train track.
One interesting note is that Disney is transitioning away from publicly reporting quarterly subscriber numbers and Average Revenue Per User (ARPU) for Disney+, Hulu, and ESPN+, as of the first quarter of fiscal 2026.
As reported by Variety. “The execs said that “while we will no longer disclose subscribers and ARPU, we will provide information on Entertainment Direct-to-Consumer profitability.” That said, there are other contexts that “Subscriber” will likely be mentioned.
Abu Dhabi sits comfortably at 93%. Bob Iger visited on January 25th, 2026, with the presumed next CEO of Disney Josh D’Amaro. (Did anyone else catch that move yesterday evening when the Bloomberg piece dropped?)
There are also some markets that we think are likely underpriced.