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Disney delivered a broad-based Q2 beat, with revenue rising 7% year-over-year to $25.2 billion and adjusted EPS growing 8% to $1.57, driven by accelerating streaming growth and record Experiences results. Management reaffirmed approximately 12% adjusted EPS growth for fiscal 2026, excluding the 53rd week, and guided Q3 total segment operating income to approximately $5.3 billion.
Meta delivered a strong Q1 2026, with revenue of $56.31 billion rising 33% year-over-year and operating margin holding steady at 41%, driven by dual-engine growth in ad impressions and pricing. The quarter was further marked by the launch of Meta's first model from Meta Superintelligence Labs, signalling an accelerating AI pivot at scale.
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