“The latter half is where we'll really see material growth in ESPN.”

How to check this claim

Look at: ESPN segment revenue and/or operating income growth (year-over-year), as reported in Disney's segment disclosures

It came true if: Year-over-year growth in ESPN segment revenue and operating income in H2 FY2026 (Q3 and Q4 FY2026 combined) is clearly positive and greater than the growth rate reported in H1 FY2026

Where: Disney quarterly earnings release / 10-Q and 10-K segment financial disclosures (ESPN segment)

Verify independently

SEC filings for DIS ↗ · Claim quote is verbatim from the 2025Q4 earnings call.