The Walt Disney Company announced stronger-than-expected Q2 fiscal year 2026 results, with revenue up 7% to $25.2 billion and adjusted EPS at $1.57. The direct-to-consumer division, including Disney+, Hulu, and ESPN streaming operations, saw operating income increase 88% to $582 million, driven by subscriber growth exceeding expectations.
Disney’s direct-to-consumer unit is now materially more profitable, with operating income up 88% to about $582 million in the quarter. That matters because Disney is pairing subscriber momentum at Disney+ with deeper integration across Disney+, Hulu and ESPN, using bundles, advertising and user data as the operating model. The company also flagged recommendation technology, gaming integration and an expanded ESPN direct-to-consumer proposition. The next concrete signal to watch is whether Disney can deliver the roughly 12% adjusted EPS growth it expects for full-year fiscal 2026.
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