Core Insights - Walt Disney's shares are underperforming the market for the fourth time in five years, with a critical financial update and two major movie releases expected in May [1] Financial Performance - Disney is set to announce its fiscal second-quarter results on May 7, with analysts projecting a revenue increase of nearly 5% to $23.1 billion and a profit of $1.21 per share, unchanged from the previous year [3] - Despite challenges, Disney has exceeded analyst profit targets over the past year, and continued growth in Disney+ could lead to a positive surprise in earnings [5] Theme Park Developments - Disneyland is celebrating its 70th anniversary starting May 16, with events and attractions planned through summer 2026 [7][8] - Comcast is opening Epic Universe on May 22, the first major theme park in the U.S. since 1999, which may impact Disney World [9][10] - Disney is introducing new attractions at its parks shortly after the opening of Epic Universe to attract visitors [13][14] Movie Releases - Disney has two significant movie releases in May: Thunderbots, which has started strong, and a live-action adaptation of Lilo & Stitch on May 23, expected to perform well [11][12]