Free · no account · quoted from the filing

What changed in DIS's 10-Q

Source: 10-Q filed 2026-05-06 · compared against 10-Q 2026-02-02. Every passage below is quoted verbatim from the filing itself.

Financial Results

This filing

The net income and EPS decreases were due to the recognition of a tax benefit in the prior-year quarter related to the resolution of a tax matter.

Restructuring and Impairment

This filing

The quarter and six-month period ended March 28, 2026 included a $0.1 billion impairment of an equity investment and a $0.1 billion charge for severance.

Risk Factors

This filing

Renewal negotiations with certain MVPDs for distribution contracts scheduled to expire in fiscal 2026 could lead to temporary or longer-term service blackouts

Capital Allocation

This filing

There were 1,736,511,424 shares of common stock outstanding as of April 29, 2026

Credit Risk

This filing

aggregate fair value of derivative instruments with credit-risk-related contingent features in a net liability position by counterparty was $0.7 billion

What it means — the analyst reading

The passages above are the company's own words. The plain-English reading of them — what changed, why it matters, and the direction of travel — is part of the Filing Change Monitor.

See the Filing Change Monitor →

Compared from narrative excerpts (outlook, risks, MD&A) of both filings — quotes are verbatim from the new filing. Not advice. Source: company SEC filings via stockportfolio.pro. Educational, not investment advice.