DIS · 8-K · 20260805PR000056

Entertainment SVOD Profitability

Walt Disney Co · 2026-08-05 · Importance 51 · Surprise 64 · From source text

Entertainment SVOD operating income increased 116% year over year to $712 million in the quarter ended June 27, 2026, compared with $329 million in the prior-year quarter. Entertainment segment operating income rose 64% to $1,680 million from $1,022 million, while other Entertainment businesses operating income increased 40% to $968 million from $693 million. Current-quarter Entertainment SVOD operating margin was 12.9%, versus a 14.8% operating margin for the overall Entertainment segment.

Key facts

Impact estimates

metricdirectionstageexpectedbasis
operating_incomepositiverealized+1.5%Entertainment SVOD operating income for the quarter was $712 million versus $329 million in the prior-year quarter, an increase of greater…