CLAIM #21501 · DIS (DIS) · 2026Q1 earnings call · Feb 2, 2026 · due Dec 31, 2026
“In the back half of the year, we have a really strong theatrical slate between The Devil Wears Prada 2, The Mandalorian and Grogu, and Toy Story 5. And live-action Moana.”
Hugh Johnston · CFO
How to check this claim
Look at: Combined domestic box office gross of The Devil Wears Prada 2, The Mandalorian and Grogu, and Toy Story 5
It came true if: Combined domestic box office gross >= $600 million
Where: Box office reporting (Box Office Mojo / Comscore) and company commentary on studio results
In context
“he acceleration in the back half. Can you just talk about what's different in 2Q and then how that will change in the back half of the year for the guide? And then on the Sports segment, if I could, the 4% decline from fewer subscribers is clearly a meaningful improvement from the seven to 8% that you had in prior periods. Was that all driven by the launch of the ESPN streaming service or are you seeing any improvement in the bundle trend as well? Thank you. Hugh F. Johnston: Sure. Happy to talk about both of those. The big difference in terms of entertainment and in the quarters is really around the various product launches we have. On the network side, Q2, we have a couple of shows launching versus nothing to speak of last year. So from that standpoint, that's what's driving the change. In the back half of the year, we have a really strong theatrical slate between The Devil Wears Prada 2, The Mandalorian and Grogu, and Toy Story 5. And live-action Moana. So it's really that that's driving the big differences. And, of course, that slate is terrific both from an operating performance and in the current year, but also with that new IP sets us up well for both consumer products and for the parks downstream. Robert A. Iger: Hugh, let me just add that both Zootopia 2 and Avatar: Fire and Ash will also be on the streaming service at some point. Between now and the end of the year. And I referenced this earlier, but first streams on Disney Plus for the prior Zootopia and Avatar movies approached a million first streams. And second, the number of hours consumed of the first Zootopia movie and the first and second Avatar movies is in the hundreds of I think it's a couple of almost a couple of 100 million new hours consumed. And so when you look at”
Verify independently
SEC filings for DIS ↗ · Claim quote is verbatim from the 2026Q1 earnings call.