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The Walt Disney Company (DIS) Presents at Wells Fargo's 9th Annual TMT Summit Transcript
Seeking Alpha· 2025-11-19 18:23
Core Insights - The company reported strong earnings for the fourth quarter and the full fiscal year, with a 19% increase in EPS for the year and a consistent CAGR of 19% over the last three years, indicating a focus on being an earnings compounder [2] Fiscal Year 2026 Expectations - The company provided guidance for fiscal '26, projecting double-digit EPS growth, excluding the impact of a 53rd week, and also anticipates double-digit EPS growth for fiscal '27 [1] Strategic Initiatives - The company is optimistic about its film slate for the upcoming year, indicating confidence in its content pipeline [3]