Walt Disney Company (DIS) Q2 2026 (USD): Adj. EPS 1.57 (exp. 1.49), Revenue 25.2bln (exp. 24.84bln), Adj. operating income 4.6bln (exp. 4.39bln)

Walt Disney's Q2 earnings beat expectations across the board, with adjusted EPS and revenue both above consensus.

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Generali (G IM) Q1 2026 (EUR): Net 126mln, +15%; NII 83mln, +4%.

[MARKET UPDATE] Brent Jul'26 moves move convincingly below the USD 100/bbl mark, with an extension to the upside/downside seen in other assets, continuing the morning's price action

Walt Disney Company (DIS) Q2 2026 (USD): Adj. EPS 1.57 (exp. 1.49), Revenue 25.2bln (exp. 24.84bln), Adj. operating income 4.6bln (exp. 4.39bln)

Apollo Global Management Inc (APO) Q1 2026 (USD): Adj. EPS 1.94 (exp. 1.98), Revenue -- (exp. 5.23bln)

CVS Health (CVS) Q1 2026 (USD): adj. EPS 2.57 (exp. 2.18), Revenue 100.4bln (exp. 94.97bln). Lifts guidance: Current FY EPS 7.30-7.50 (exp. 7.16)

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  • Already seeing strong demand for inventory around ESPN's first Super Bowl in Feb 2027.
Context

This strong performance underscores solid market demand, particularly highlighted by early interest in ESPN's Super Bowl inventory, which could bolster future revenue streams. Investors may view this as a positive indicator for Disney's recovery trajectory in the competitive entertainment landscape.

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