Wednesday, August 26, 2026
Via News Knowledge File

The Walt Disney Company

organization80% conf.·synced Aug 13, 2026

Entertainment and media conglomerate

57
sourced metrics
370
relationships
20
stated objectives
0
Via News reports

Every fact below is drawn from Via News's knowledge graph and linked to the source document it came from. Nothing here is unsourced. How we source →

Key metrics · each point sourced

Fair Value Estimate Previous
129.23USD
Streaming Operating Income Growth
72percent
Company Age
102years
Consensus Price Target
134.13USD
Direct To Consumer Operating Income
1.3billion_USD
Streaming Advertising Revenue
922million_USD
Direct To Consumer Operating Income Growth
1.2billion_USD
Fair Value Estimate
128.42USD
Stock Price
101.10USD
Apr 10, 2026source
Free Cash Flow
8.6USD
Apr 1, 2026source
Stock Return 5y
-45.8percent
Apr 1, 2026source
Intrinsic Value Per Share
101.97USD
Apr 1, 2026source
Stock Return 1y
9.7percent
Apr 1, 2026source
Stock Return 7d
2.7percent
Apr 1, 2026source
Rsi
29.74index
Mar 24, 2026source
Cost Reduction
5.5billion_USD
Feb 4, 2026source
Interest Expense Net
275000000USD
Feb 2, 2026⚠ sources conflictsource
Income Before Taxes
3700000000USD
Feb 2, 2026source

Stated objectives

Entertainment segment operating income double-digit growth (2H weighted)

source
by 2026-09-30 00:00:00stated

Sports segment operating income low-single digit growth

source
by 2026-09-30 00:00:00stated

Experiences segment operating income high-single digit growth (2H weighted)

source
by 2026-09-30 00:00:00stated

Adjusted EPS double-digit growth

source
by 2026-09-30 00:00:00stated

Cash from operations target of $19B

source
target: 19000000000 by 2026-09-30 00:00:00stated

Stock repurchase program of $7B

source
target: 7000000000 by 2026-09-30 00:00:00stated

Beat market performance in 2026

source
target: outperform S&P 500 by 2026-01-01 00:00:00stated

Grow earnings at double digit pace

source
target: double digit earnings growth by 2026-01-01 00:00:00stated

Direct-to-consumer margin expansion and operational efficiencies

source
target: double-digit EPS growth stated

Fiscal year adjusted EPS target

source
target: 5.85 by 2025-01-01 00:00:00stated

Relationship graph · 370 connections

Developed by
55
subsidiary of
54
Employs
49
Competes with
46
Covered by
25
Owns
15
Invested in
15
licensed from
13
This Knowledge File is assembled from Via News's source-traceable knowledge graph. Metrics, objectives and relationships are extracted from primary and credible secondary documents and refreshed on a schedule. Read our methodology →
What we know · the intelligence behind this page
Live from the substrate
What we're seeing
AI Leadership Exodus Rattles Investor Confidence Amid Capex Boom
High-profile departures at top AI labs — Brad Lightcap's exit from OpenAI and an unnamed researcher's departure from Alphabet/Google that triggered a share-price drop — are surfacing talent retention as a market risk factor even as hyperscalers pour record capital into AI infrastructure. The reaction shows investors treating key-person risk at frontier AI labs as material to valuation, a new fragility layered onto an otherwise bullish AI-driven capex cycle.
Our read on the data ›
Signals we're tracking
EPKINLY Regulatory-Clinical Success Cascade
High probability of expanded label indications, additional combination approvals, and competitive positioning strength in follicular lymphoma market. Predicts positive commercial uptake and potential accelerated review for related indications.
Patterns we're watching ›
Where sources disagree
Broadcom Inc.
Both facts report EPS for Broadcom Inc. for the same fiscal period (Q1 2026) observed on the same date (2026-02-01). However, they report conflicting values: 1.5 USD per share vs 2.05 USD per share. This is a 37% difference for the identical metric and time period, not a value change over time.
We flag conflicts openly ›
Recently verified
Checked against the original source
4,978
facts traced to their source — and we flag the ones that don't hold up.
101 entities tracked4,978 facts checked against source5,251 source documents archived
Query this data → isubstrate.com