secwatch.observer — SEC 8-K summary ====================================== Issuer: Walt Disney Co (DIS) CIK: 0001744489 Form: 8-K Filed at: 2026-02-02T23:59:59+00:00 Accession: 0001744489-26-000018 Event type: earnings Sentiment: negative Materiality: 0.75 Item codes: 2.02, 9.01 LLM model: deepseek-v4-flash:cloud@v2 Walt Disney Q1 revenue up 5% to $26B, but EPS falls to $1.34; Experiences record $10B -------------------------------------------------------------------------------- - 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%. Source: EDGAR index: https://www.sec.gov/Archives/edgar/data/1744489/000174448926000018/0001744489-26-000018-index.htm Primary doc: https://www.sec.gov/Archives/edgar/data/1744489/000174448926000018/dis-20260202.htm HTML page: https://secwatch.observer/filing/0001744489-26-000018 License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer