Analysts see $25.4 billion. Will Disney's quarterly revenue top that when it reports Aug 5?

Disney's fiscal third-quarter revenue came in below the $25.4 billion analysts had been watching for. The company reported revenue of $25.25 billion for the quarter ended June 27, 2026, up 7% year over year but roughly $400 million short of Wall Street's consensus estimate, when it reported earnings on Aug. 5, 2026.

The revenue miss came despite strength elsewhere in the results: adjusted earnings per share of $2.06 beat estimates of $1.88, driven by the Experiences segment (theme parks and resorts), which grew 10% to $9.97 billion, and streaming, which grew 11% to $5.53 billion on subscriber gains, price increases and higher ad revenue. The Entertainment segment overall rose 6% to $11.35 billion, aided by the theatrical success of "Toy Story 5," which surpassed $1 billion at the global box office.

The bottom-line beat alongside a top-line miss illustrates a quarter where profitability outpaced growth expectations. The market resolved "no" on revenue topping the $25.4 billion bar. The community leaned "yes" (71% on 28 votes), missing the actual outcome.