Earnings call briefFiscal third-quarter
Walt Disney raises fiscal '26 share repurchase plan to at least $9 billion
Walt Disney said the increase uses cash set aside for the OpenAI deal and expected proceeds from the A&E transaction.
GetSignal Walt Disney DIS
Walt Disney said on its fiscal third-quarter call that it now expects its fiscal '26 share repurchase program to be at least $9 billion, up from about $7 billion originally guided. Chief Financial Officer Hugh Johnston also said the company plans to grow content spending over time and is on track to spend $24 billion on content this year, up modestly year over year.
Quotes from the call
“...in terms of the share repurchase program, recall, we originally guided to about $7 billion in fiscal '26, and now we're up to at least $9 billion.”
Key facts from the call
- Fiscal '26 share repurchase program
- At least $9 billion, up from about $7 billion originally guided
- Fiscal '26 capital expenditures
- $9 billion
- Content spending this year
- $24 billion, up modestly year over year
Source: Walt Disney's fiscal third-quarter earnings call, August 5, 2026.
Written by GetSignal with AI from the company's earnings call.
Not investment advice.
More earnings call briefs
- Constellation Energy expects nuclear uprate costs of about $4.3 billion
CEG Constellation Energy Q3 2026 call
- Howard Hughes Holdings says its insurance ambition is a return on equity in excess of 20%
HHH Howard Hughes Holdings Q3 2026 call
- Brookfield Asset Management now sees 2026 earnings modestly below early view
BAM Brookfield Asset Management Q3 2026 call
- Enbridge says it expects 2026 results at the midpoint of its guidance range
ENB Enbridge Q3 2026 call
- TeraWulf sees about half of contracted IT capacity earning revenue by end of Q1
WULF TeraWulf Q3 2026 call
