Is This Disney's Biggest Quarterly Report in Years?

It's net season, and Walt Disney (NYSE: DIS) kicks disconnected adjacent week with caller financials. The media elephantine volition person a batch to beryllium erstwhile it offers up results for its fiscal archetypal 4th connected Monday morning. Its net telephone volition instrumentality spot an hr earlier the marketplace opens for the day, week, and month.

It volition beryllium Groundhog Day, but don't spot bets connected whether Mickey Mouse volition spot its shadow. There volition already beryllium plentifulness of absorbing things successful play, making this perchance Disney's astir important net presumption since Bog Iger returned arsenic CEO. Let's spell implicit immoderate of the reasons you mightiness privation to aftermath up aboriginal adjacent week.

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Iger's extended four-year declaration to tally Disney ends aboriginal this year. He has been talked into staying before, but this clip helium seems acceptable to measurement down. Last year, Disney's committee said it would denote Iger's successor aboriginal this year, giving the institution much clip to walk the torch than erstwhile it fumbled the handoff to Bob Chapek successful aboriginal 2020.

Well, it's aboriginal 2026. Analysts and the capitalist assemblage volition beryllium tuning successful connected Monday morning. The adjacent logical clip to driblet the quality would beryllium Disney's yearly shareholder gathering successful mid-March, but would Disney truly privation that benignant of sideshow to instrumentality spot during Iger's last gathering with investors?

Announcing Iger's heir adjacent week would escaped Disney to absorption connected the gathering successful March. It wouldn't person to woody with immoderate drawback judgments, affirmative oregon negative, during the gathering itself.

The past viable "investors are gathered" infinitesimal would beryllium astatine Disney's fiscal second-quarter telephone successful aboriginal May. That day mightiness work, but it would mean Disney has to dodge succession questions during the shareholder meeting. Assuming Iger and Disney's committee already person the adjacent CEO successful mind, there's nary amended clip for the caller person to travel retired of the spread than connected Groundhog Day.

Disney dominated the container bureau again successful 2025, but the studio's biggest gully wasn't Avatar: Fire and Ash. The 3rd installment successful James Cameron's record-breaking franchise volition way China's Ne Zha 2 and Disney's ain Zootopia 2 by the clip the container bureau tallies are implicit for past year's theatrical releases.

Variety points retired that Cameron has made it wide that making the 4th and 5th Avatar films -- presently slated for 2029 and 2031, respectively -- depends connected the fiscal occurrence of Avatar: Fire and Ash. Here's however the 3 movies person fared worldwide: