secwatch.observer — SEC 8-K summary ====================================== Issuer: Walt Disney Co (DIS) CIK: 0001744489 Form: 8-K Filed at: 2024-08-07T23:59:59+00:00 Accession: 0001744489-24-000231 Event type: earnings Sentiment: positive Materiality: 0.85 Item codes: 2.02, 9.01 LLM model: deepseek-v4-flash:cloud@v2 Disney Q3 revenue $23.2B (+4% YoY); adj EPS $1.39 vs $1.03; streaming turns profitable one quarter early -------------------------------------------------------------------------------- - 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. Source: EDGAR index: https://www.sec.gov/Archives/edgar/data/1744489/000174448924000231/0001744489-24-000231-index.htm Primary doc: https://www.sec.gov/Archives/edgar/data/1744489/000174448924000231/dis-20240807.htm HTML page: https://secwatch.observer/filing/0001744489-24-000231 License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer