{"filings":[{"id":95140,"accession_number":"0001744489-26-000036","cik":1744489,"company_name":"Walt Disney Co","ticker":"DIS","form_type":"8-K","filed_at":"2026-05-06T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Disney Q2 revenue up 7% to $25.2B; adj EPS $1.57 vs $1.45; guides FY26 adj EPS growth ~12% ex-53rd week","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $25.2B (+7% YoY); segment op income $4.6B (+4%); adjusted EPS $1.57 (+8%).","GAAP diluted EPS fell to $1.27 from $1.81.","FY2026 adj EPS growth guidance ~12% (excl 53rd wk), ~16% (incl 53rd wk); targeting at least $8B in share repurchases.","Q3 total segment op income expected ~$5.3B; Disney Experiences demand healthy but mindful of macro uncertainty.","FY2027 double-digit adj EPS growth expected, excluding 53rd week impact."],"consensus_eps_estimate":null,"consensus_eps_actual":2.61,"consensus_revenue_estimate":null,"consensus_revenue_actual":51149000000.0,"consensus_period":"2026-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":180154370796.4347,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":107997,"accession_number":"0001628280-26-020172","cik":1744489,"company_name":"Walt Disney Co","ticker":"DIS","form_type":"8-K","filed_at":"2026-03-20T23:59:59+00:00","items":["5.02","5.07","9.01"],"status":"ready","headline":"CEO Josh D'Amaro appointed to Disney Board; 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expires Feb 26, 2027 with option to extend to Feb 26, 2028.","New five-year $4B unsecured credit facility replaces March 2022 facility; expires Feb 27, 2031.","Both facilities support commercial paper borrowings and general corporate purposes; carry interest spreads from 0.625% to 1.000% based on public debt ratings.","Amendment to 2024 five-year credit agreement excludes FuboTV Inc. from representations, covenants, and events of default.","Covenant requires minimum ratio of Consolidated EBITDA to Consolidated Interest Expense of 3.00 to 1.00"],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":180154370796.4347,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":107995,"accession_number":"0001744489-26-000025","cik":1744489,"company_name":"Walt Disney Co","ticker":"DIS","form_type":"8-K","filed_at":"2026-02-24T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Disney CCO Kristina Schake to depart March 19, 2026 amid CEO transition","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Kristina Schake terminated without cause as SEVP and CCO effective March 19, 2026.","Departure coincides with end of Bob Iger's tenure as CEO; 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$1B 3.750% Notes due 2029; $1.5B 4.000% Notes due 2031; $1B 4.625% Notes due 2036.","Underwriting agreement with Citigroup Global Markets Inc. and J.P. Morgan Securities LLC as representatives.","Notes issued under March 2019 indenture; guaranteed by TWDC Enterprises 18 Corp.; Citibank as trustee.","Filing made to incorporate exhibits into shelf registration statement on Form S-3 (No. 333-289917)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":180154370796.4347,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":107993,"accession_number":"0001744489-26-000022","cik":1744489,"company_name":"Walt Disney Co","ticker":"DIS","form_type":"8-K","filed_at":"2026-02-03T23:59:59+00:00","items":["5.02","8.01","9.01"],"status":"ready","headline":"Disney names Josh D'Amaro CEO (March 18), Dana Walden President & CCO; Iger stays as advisor","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Josh D'Amaro base salary $2.5M, annual target bonus 250% of base, LTI target $26.25M/yr.","Dana Walden base $3.75M, target bonus 200% of base, LTI target $15.75M/yr.","Robert Iger to serve as Senior Advisor and remain on board through Dec 31, 2026.","D'Amaro was Chairman of Disney Experiences, which generated $36B revenue in FY2025.","Board approved new Executive Severance Plan providing CEO 2.5x base salary on qualifying termination."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.9,"calibrated_materiality_score":0.9,"market_cap_usd":180154370796.4347,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":107992,"accession_number":"0001744489-26-000018","cik":1744489,"company_name":"Walt Disney Co","ticker":"DIS","form_type":"8-K","filed_at":"2026-02-02T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Walt Disney Q1 revenue up 5% to $26B, but EPS falls to $1.34; Experiences record $10B","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Diluted EPS $1.34 vs $1.40 a year ago; adjusted EPS $1.63 vs $1.76.","Entertainment OI down $0.6B to $1.1B; SVOD OI up $189M to $450M.","Sports OI $191M (-$56M); YouTube TV suspension impact ~$110M.","Experiences revenue record $10.0B; domestic parks OI up 8%."],"consensus_eps_estimate":null,"consensus_eps_actual":1.34,"consensus_revenue_estimate":null,"consensus_revenue_actual":25981000000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":180154370796.4347,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":124405,"accession_number":"0001744489-25-000159","cik":1744489,"company_name":"Walt Disney Co","ticker":"DIS","form_type":"8-K","filed_at":"2025-12-09T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Disney nominates former Apple COO Jeff Williams for board election at 2026 annual meeting","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Jeffrey E. Williams, former COO of Apple, nominated as independent director.","Board size to increase from 10 to 11 directors effective upon his election.","Williams oversaw Apple's supply chain, design team, Apple Watch launch, and health/fitness strategy.","Nomination is subject to shareholder vote at the 2026 annual meeting."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":180154370796.4347,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":124404,"accession_number":"0001744489-25-000154","cik":1744489,"company_name":"Walt Disney Co","ticker":"DIS","form_type":"8-K","filed_at":"2025-11-13T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Disney Q4 EPS $0.73, full-year adj EPS $5.93 (+19%), revenue $94.4B","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 revenue $22.5B flat YoY; full-year revenue $94.4B, up 3% from $91.4B.","Full-year diluted EPS $6.85 (vs $2.72); adjusted EPS $5.93, +19% YoY.","Total segment operating income full year $17.6B (+12%); Q4 $3.5B (-5%).","Entertainment Q4 op income $691M, down $376M on tough theatrical comps vs Inside Out 2 and Deadpool & Wolverine.","Direct-to-Consumer op income $352M (+$99M); Disney+ & Hulu subs 196M at quarter end."],"consensus_eps_estimate":null,"consensus_eps_actual":6.85,"consensus_revenue_estimate":null,"consensus_revenue_actual":94425000000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":180154370796.4347,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":124403,"accession_number":"0001744489-25-000149","cik":1744489,"company_name":"Walt Disney Co","ticker":"DIS","form_type":"8-K","filed_at":"2025-11-12T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Disney extends CFO Johnston's contract to Jan 2029, boosts LTI target to $16.5M","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Hugh Johnston's employment term extended to January 31, 2029 (from prior end date).","Target annual long-term equity incentive award increased to $16,500,000 starting FY2026.","Base salary ($2M) and target annual bonus unchanged under amended agreement.","Equity awards from Jan 2025 and FY2026 will continue vesting if termination occurs on/after Dec 31, 2026."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":180154370796.4347,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":124402,"accession_number":"0001744489-25-000147","cik":1744489,"company_name":"Walt Disney Co","ticker":"DIS","form_type":"8-K","filed_at":"2025-11-07T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Disney extends Chief Legal Officer Gutierrez's term to 2028, raises equity target to $12.4M","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Title changed to Senior EVP, Chief Legal and Global Affairs Officer; employment term extended to September 30, 2028.","Target annual long-term equity award increased to $12,365,000 commencing FY2026; base salary and bonus unchanged.","Equity awards granted Jan 2025 and FY2026 will continue vesting if employment ends after Dec 31, 2026, as if term expired.","Base salary remains $1,545,000 per year; target annual bonus opportunity unchanged."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.45,"calibrated_materiality_score":0.45,"market_cap_usd":180154370796.4347,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":124401,"accession_number":"0001744489-25-000144","cik":1744489,"company_name":"Walt Disney Co","ticker":"DIS","form_type":"8-K","filed_at":"2025-10-16T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Disney extends Schake contract to 2027, raises salary to $875k","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Term extended to June 30, 2027; base salary increased to $875,000 effective Oct 15, 2025.","Target annual bonus and long-term equity award percentages unchanged.","Amendment updates non-solicitation covenant to one-year post-employment.","Ms. Schake serves as Senior Executive VP and Chief Communications Officer."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":180154370796.4347,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":124400,"accession_number":"0001744489-25-000141","cik":1744489,"company_name":"Walt Disney Co","ticker":"DIS","form_type":"8-K","filed_at":"2025-10-01T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Disney extends Chief People Officer Sonia Coleman's contract to June 2028, base salary $1M","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Term extended to June 30, 2028; title changed to Senior EVP and Chief People Officer.","Annual base salary increased to $1,000,000 effective September 27, 2025.","Target annual bonus raised to 175% of base salary, starting FY2025.","Target annual long-term equity award increased to 375% of base salary, from FY2026."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":180154370796.4347,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":141069,"accession_number":"0001744489-25-000135","cik":1744489,"company_name":"Walt Disney Co","ticker":"DIS","form_type":"8-K","filed_at":"2025-08-06T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Disney Q3 FY2025: EPS $2.92, adjusted EPS $1.61 (+16%); revenue $23.7B (+2%)","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $23.7B (+2% YoY); diluted EPS $2.92 vs $1.43; adjusted EPS $1.61 vs $1.39 (+16%).","Entertainment segment operating income $1.0B (down $179M YoY); DTC operating income $346M (up $365M).","Sports segment operating income $1.0B (up $235M); Experiences $2.5B (up $294M, domestic parks +22%).","Disney+ subscribers 128M (+1.8M vs Q2); combined Disney+ and Hulu subs 183M (+2.6M).","Linear Networks operating income down $269M YoY due to Star India transaction."],"consensus_eps_estimate":null,"consensus_eps_actual":6.12,"consensus_revenue_estimate":null,"consensus_revenue_actual":71961000000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":180154370796.4347,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":158871,"accession_number":"0001744489-25-000126","cik":1744489,"company_name":"Walt Disney Co","ticker":"DIS","form_type":"8-K","filed_at":"2025-06-09T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Disney to pay $438.7M additional for Hulu stake; appraisal resolved","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Appraisal process completed June 9, 2025; Disney pays $438.7M extra to NBCU for its 33% Hulu interest.","Previously paid ~$8.6B in Dec 2023 based on $27.5B floor value; total consideration now ~$9.04B.","Additional amount reduces 'Net income attributable to Disney' in fiscal Q3 but excluded from adjusted EPS guidance.","Transaction to close on or before July 24, 2025; Iger says deal enables deeper integration with Disney+ and ESPN."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":180154370796.4347,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":158870,"accession_number":"0001744489-25-000096","cik":1744489,"company_name":"Walt Disney Co","ticker":"DIS","form_type":"8-K","filed_at":"2025-05-07T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Disney Q2 revenue $23.6B (+7% YoY); 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adjusted EPS $1.76 vs $1.22.","Entertainment segment op income $1.7B (up $0.8B), DTC income $293M.","Sports segment op income $247M (+$350M); Experiences $3.1B (flat YoY).","Total segment op income $5.1B (+31% YoY); Experiences hurt ~$120M by hurricanes.","Disney+ subscribers 125M (-0.7M vs Q4); Disney+/Hulu combined 178M."],"consensus_eps_estimate":null,"consensus_eps_actual":1.4,"consensus_revenue_estimate":null,"consensus_revenue_actual":24690000000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":180154370796.4347,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":177267,"accession_number":"0000950157-25-000034","cik":1744489,"company_name":"Walt Disney Co","ticker":"DIS","form_type":"8-K","filed_at":"2025-01-06T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Disney combines Hulu + Live TV with Fubo, taking 70% stake; $220M litigation settlement","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Disney to own 70% of combined vMVPD company, which has 6.2M North American subscribers.","Disney, Fox, and Warner Bros. Discovery pay Fubo $220M cash to settle Venu Sports litigation.","Disney commits $145M term loan to Fubo in 2026; $130M termination fee if deal fails due to regulatory issues.","Fubo management led by CEO David Gandler will run the combined company; Hulu + Live TV and Fubo remain separate offerings.","Fubo gets new carriage agreement to create a Sports & Broadcast service featuring Disney’s ABC and ESPN networks."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.9,"calibrated_materiality_score":0.9,"market_cap_usd":180154370796.4347,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":194029,"accession_number":"0001744489-24-000275","cik":1744489,"company_name":"Walt Disney Co","ticker":"DIS","form_type":"8-K","filed_at":"2024-11-14T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Disney Q4 adj. EPS $1.14 (+39% YoY); streaming profitable with $321M op income","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 revenue $22.6B (+6% YoY); full-year revenue $91.4B (+3%).","Diluted EPS $0.25 (+79%); adjusted EPS $1.14 (+39%).","Total segment operating income +23% in Q4; Entertainment op income surged to $1.1B (up $0.8B).","DTC streaming combined operating income $321M vs loss in prior year; Disney+ Core subs 120M (+4.4M QoQ).","Experiences Q4 op income $1.7B (-6% YoY) but record full year; Sports op income $0.9B (-$0.1B)."],"consensus_eps_estimate":null,"consensus_eps_actual":2.72,"consensus_revenue_estimate":null,"consensus_revenue_actual":91361000000.0,"consensus_period":"2024-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":180154370796.4347,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":194028,"accession_number":"0001744489-24-000262","cik":1744489,"company_name":"Walt Disney Co","ticker":"DIS","form_type":"8-K","filed_at":"2024-10-21T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Disney names James Gorman Chairman; CEO succession to be announced early 2026","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Mark G. Parker resigns from Disney Board effective Jan 2, 2025, after nine years of service.","James P. Gorman (Morgan Stanley Executive Chairman) becomes Disney Chairman on Jan 2, 2025.","Board expects to announce next CEO in early 2026; Bob Iger's contract ends December 2026.","Succession Planning Committee (chaired by Gorman) met six times in fiscal 2024, reviewing internal and external CEO candidates."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":180154370796.4347,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":210366,"accession_number":"0001744489-24-000231","cik":1744489,"company_name":"Walt Disney Co","ticker":"DIS","form_type":"8-K","filed_at":"2024-08-07T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Disney Q3 revenue $23.2B (+4% YoY); adj EPS $1.39 vs $1.03; streaming turns profitable one quarter early","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Diluted EPS $1.43 (prior-year loss $0.25); adjusted EPS $1.39 (+35% YoY).","Entertainment segment operating income nearly tripled; DTC streaming achieved first positive profitability.","Inside Out 2 drove strong outperformance; original film drove 1.3M Disney+ sign-ups.","ESPN ad revenue +17% YoY; Sports segment operating income -6% due to Star India decline.","Experiences revenue +2%, op income -3%; consumer demand moderation exceeded expectations in late Q3."],"consensus_eps_estimate":null,"consensus_eps_actual":2.46,"consensus_revenue_estimate":null,"consensus_revenue_actual":68787000000.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":180154370796.4347,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":210365,"accession_number":"0001744489-24-000226","cik":1744489,"company_name":"Walt Disney Co","ticker":"DIS","form_type":"8-K","filed_at":"2024-07-19T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Director Safra A. Catz resigns from Disney Board; board reduces to 11","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Safra A. Catz, CEO of Oracle, resigned from Disney's Board effective July 18, 2024.","Catz had served on the Board for six years, providing tech and strategic insight.","Board size reduced from 12 to 11 directors following her departure.","CEO Bob Iger thanked Catz for her contributions and service."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.45,"calibrated_materiality_score":0.45,"market_cap_usd":180154370796.4347,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":228682,"accession_number":"0001744489-24-000149","cik":1744489,"company_name":"Walt Disney Co","ticker":"DIS","form_type":"8-K","filed_at":"2024-05-07T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Disney posts Q2 adjusted EPS $1.21, beats guidance; raises FY adjusted EPS growth target to 25%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $22.1B (+1.4% YoY); GAAP diluted EPS loss $0.01 (goodwill impairments), adjusted EPS $1.21 up from $0.93.","Raised FY adjusted EPS growth target to 25%; on track for $14B operating cash flow, >$8B free cash flow.","Entertainment DTC profitable in Q2; Disney+ Core subs +6M, ARPU +$0.44 sequentially.","Experiences segment revenue +10%, op income +12%, margin +60bps; Q3 expected roughly comparable YoY.","Repurchased $1B shares in Q2; Sports operating income down slightly due to CFP timing at ESPN."],"consensus_eps_estimate":null,"consensus_eps_actual":1.03,"consensus_revenue_estimate":null,"consensus_revenue_actual":45632000000.0,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":180154370796.4347,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":228679,"accession_number":"0000950157-24-000623","cik":1744489,"company_name":"Walt Disney Co","ticker":"DIS","form_type":"8-K/A","filed_at":"2024-04-17T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Disney defeats activist Peltz; all 12 board nominees elected at annual meeting","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["All 12 Disney board nominees elected; Nelson Peltz received only 370M votes for vs. 819M withheld.","Trian Group's bylaw repeal proposal failed (350M for, 826M against).","Advisory vote to approve exec compensation passed (935M for, 239M against).","Stock incentive plan amendment approved (1,045M for, 82M against).","All six shareholder proposals (termination pay, political spending, etc.) defeated."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.15,"market_cap_usd":180154370796.4347,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":228681,"accession_number":"0000950157-24-000595","cik":1744489,"company_name":"Walt Disney Co","ticker":"DIS","form_type":"8-K","filed_at":"2024-04-09T23:59:59+00:00","items":["5.02","5.07","9.01"],"status":"ready","headline":"Disney shareholders re-elect all 12 board nominees; reject activist slates from Trian and Blackwells","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["All 12 Disney-nominated directors elected; Nelson Peltz received ~370M votes (31% of votes cast, excluding broker non-votes).","Shareholders approved amendment to 2011 Stock Plan, increasing authorized shares from 179M to 294M (115M new shares).","Advisory vote on executive compensation passed with ~79% support; PwC ratified as auditor with ~95% support.","All five shareholder proposals (political spending, gender transition benefits, charitable contributions, termination payments, bylaw repeal) failed.","Preliminary results subject to final certification; ~69% of outstanding shares were represented at the meeting."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":180154370796.4347,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":228680,"accession_number":"0000950157-24-000570","cik":1744489,"company_name":"Walt Disney Co","ticker":"DIS","form_type":"8-K","filed_at":"2024-04-03T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Disney shareholders elect all 12 board nominees, defeat Trian and Blackwells proxy slates","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Shareholders elected all 12 Disney-recommended directors at the 2024 Annual Meeting, defeating Trian and Blackwells slates.","Elected directors include Mary Barra, Safra Catz, Amy Chang, Jeremy Darroch, Carolyn Everson, Michael Froman, James Gorman, Robert Iger, Maria Lagomasino, Calvin McDonald, Mark Parker, Derica Rice.","Board Chairman Mark Parker thanked shareholders and said the board has strong succession planning expertise.","CEO Bob Iger said with the 'distracting proxy contest' behind, Disney will focus on growth and creative excellence.","Final voting tallies subject to certification; results to be filed with SEC in coming days."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":180154370796.4347,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":247318,"accession_number":"0001193125-24-057958","cik":1744489,"company_name":"Walt Disney Co","ticker":"DIS","form_type":"8-K","filed_at":"2024-03-04T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Disney enters $5.25B 364-day and $3B five-year credit facilities; replaces existing agreements","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["New $5.25B 364-day credit facility expires Feb 28, 2025, with option to extend to Feb 27, 2026.","New $3B five-year credit facility expires March 1, 2029; both unsecured with TWDC Enterprises guarantee.","Facilities replace prior $5.25B (2023) and $3B (2020) credit agreements; support commercial paper and corporate purposes.","Interest rate spreads range from 0.625% to 1.000% for SOFR advances, based on Disney's public debt rating.","Covenant requires minimum ratio of Consolidated EBITDA to Interest Expense of 3.00 to 1.00."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":180154370796.4347,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":247317,"accession_number":"0001193125-24-049404","cik":1744489,"company_name":"Walt Disney Co","ticker":"DIS","form_type":"8-K","filed_at":"2024-02-28T23:59:59+00:00","items":["2.06","7.01","9.01"],"status":"ready","headline":"Disney to form JV with Reliance/Viacom18 in India; records $1.8-2.4B impairment","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["JV combines Viacom18 and Star India; valued at ~$8.5B post-money, excluding synergies.","Reliance to invest ~$1.4B; ownership: Reliance 16.34%, Viacom18 46.82%, Disney 36.84%.","Disney records non-cash pre-tax impairment of $1.8-2.4B in current quarter for held-for-sale accounting.","JV will have 750M+ viewers; Nita Ambani as Chairperson, Uday Shankar as Vice Chairperson.","Expected close in Q4 2024 or Q1 2025; subject to regulatory and shareholder approvals."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.9,"calibrated_materiality_score":0.9,"market_cap_usd":180154370796.4347,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":247316,"accession_number":"0001744489-24-000079","cik":1744489,"company_name":"Walt Disney Co","ticker":"DIS","form_type":"8-K","filed_at":"2024-02-07T23:59:59+00:00","items":["2.02","8.01","9.01"],"status":"ready","headline":"Disney Q1 adj EPS $1.22 beats; 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