Disney and Others Reporting Earnings Tomorrow
Notable companies reporting before tomorrow's open, with earnings consensus, include Disney (DIS), consensus $1.50... Uber (UBER), consensus 69c... CVS Health (CVS), consensus $2.21... Marriott (MAR), consensus $2.55... Johnson Controls (JCI), consensus $1.12... Apollo Global (APO), consensus $1.90... Restaurant Brands (QSR), consensus 83c... Fortis (FTS), consensus 73c... Kraft Heinz (KHC), consensus 50c... United Therapeutics (UTHR), consensus $7.04... Global Payments (GPN), consensus $2.81... BorgWarner (BWA), consensus $1.17... Insulet (PODD), consensus $1.19... Littelfuse (LFUS), consensus $2.84... Instacart (CART), consensus 89c... Oscar Health (OSCR), consensus $1.10... SolarEdge (SEDG), consensus (27c)... FuboTV (FUBO), consensus (22c)... Deluxe (DLX), consensus 91c.
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- Strong Box Office Performance: According to Comscore, the weekend of May 15-17 saw an estimated $106 million in total box office revenue, indicating sustained audience demand for films despite streaming competition and consumer spending pressures.
- 'Michael' Box Office Review: The film grossed approximately $26.1 million in its fourth weekend, down 31% from the previous week, yet its North American total nears $283 million, with worldwide sales reaching about $704 million, underscoring the appeal of music-driven event films.
- New Releases Shine: Focus Features' horror film 'Obsession' debuted at No. 3 with $16.1 million, marking one of the stronger openings for an original horror title this year, reflecting audience appetite for new content.
- IMAX Revenue Growth: IMAX also benefited from the strong weekend slate, with 'Michael' generating $5.2 million in global IMAX revenue, further demonstrating the allure of the big-screen experience.
- Demand Decline: Whirlpool's CEO Marc Bitzer indicated during the latest earnings call that the current decline in industry demand is comparable to the 2008 financial crisis and even more severe, resulting in a 12% drop in stock price, reflecting a significant decrease in consumer confidence.
- Deteriorating Financials: The company's Q1 revenue was $3.27 billion, down 9.6% year-over-year, with North America's EBIT collapsing 96% to just $6 million, indicating that households are delaying big-ticket appliance purchases, which adversely affects overall financial health.
- Price Increases and Dividend Suspension: In response to the demand slump, Whirlpool implemented its largest price hike in over a decade and suspended its common dividend to fund deleveraging, a strategy that may further suppress consumer purchasing willingness in the short term.
- Uncertain Market Outlook: While macroeconomic signals suggest caution, Whirlpool's specific indicators reflect outright panic, with analysts projecting future EPS between $3.00 and $3.50 against a market cap of less than $3 billion, highlighting the need for investors to carefully assess its financial situation.
- Legal Action Intensifies: JioStar has filed a lawsuit against Zee Entertainment for allegedly unauthorized broadcasts of 12 Bollywood films, indicating a significant escalation in legal confrontations between the two companies in India's competitive media landscape.
- Market Share Comparison: JioStar holds a 34.2% share of the Indian TV market, while Zee has reached a four-year high of 18%, illustrating JioStar's leading position in market competition, although Zee is also striving to enhance its market standing.
- Compensation Claims: JioStar is likely to seek over $2.61 million in damages for Zee's infringement, reflecting the economic stakes involved in copyright disputes as both parties aim to protect their rights.
- Legal Proceedings Update: The lawsuit has entered a mediation phase, with Zee required to appear before the committee on May 25, and failure to do so will be considered a refusal to mediate, highlighting the urgency and complexity of the legal process.
- Market Polarization: Disney is considered one of the most polarizing stocks in the market, reflecting divergent investor opinions on its future performance, which could impact stock price volatility.
- Price Fluctuations: As of the afternoon of May 12, 2026, Disney's stock price performance has sparked widespread discussion, prompting investors to monitor its short-term price trends and long-term investment value.
- Investor Sentiment: The differing views on Disney may lead to significant stock price fluctuations, thereby affecting overall investment strategies and decisions.
- Future Outlook: Despite the current controversies, Disney's future performance remains worthy of attention, as investors need to assess its potential opportunities and risks in the market.
- Nvidia Price Target Raised: UBS raised Nvidia's price target from $245 to $275, anticipating first-quarter revenue around $81 billion, suggesting a $3 billion beat against market expectations, highlighting the company's robust growth potential in the AI sector.
- Amazon Alexa Shopping Advantage: Bank of America reiterated its buy rating on Amazon, stating that the new Alexa for Shopping will replace Rufus, leveraging personalized recommendations to enhance user experience and further solidify Amazon's leadership in the e-commerce market.
- Apple Stock Price Target Increase: Evercore raised Apple's price target from $330 to $365, projecting that even with modest iPhone unit growth, the company can achieve low to mid-teens EPS and free cash flow growth due to durable services growth and ASP tailwinds from premium models.
- Starbucks Price Target Upgraded: TD Cowen raised Starbucks' price target from $106 to $120, citing multiple tangible drivers for positive sales revisions in a strong market backdrop, and forecasting margin recovery as labor investments are prioritized.
- Revenue Decline: Versant's overall revenue for Q1 was $1.69 billion, down about 1% year-over-year, despite analyst expectations of $1.62 billion, indicating pressure in traditional pay TV while highlighting growth potential in digital platforms.
- Advertising Revenue Improvement: Advertising revenue fell 5% to $368 million, showing an improvement from a 12% decline last year, suggesting a gradual recovery in the advertising market that could lay the groundwork for future growth.
- Content Licensing Surge: Content licensing revenue soared 113.5% to $121 million, largely due to partnerships with Disney's Hulu, demonstrating Versant's strategic success in diversifying its revenue streams through content licensing.
- Shareholder Return Strategy: Versant announced a $100 million accelerated share repurchase plan and declared a quarterly dividend of $0.375 per share for the second consecutive quarter, reflecting the company's commitment to returning capital to shareholders amid a light debt load.











