Walt Disneyreason 01 of 4it owns a thing that cannot be built or permitted twicederived 2026-09-11accession 0001744489-26-000057
Resorts and vacations revenue increased 10% from additional passenger cruise days
The increase in passenger cruise days reflected the launches of the Disney Destiny in November 2025 and the Disney Adventure in March 2026
The Company currently expects its fiscal 2026 capital expenditures to be approximately $9 billion compared to fiscal 2025 capital expenditures of $8 billion
The projected increase in capital expenditures is due to higher spending at Experiences, attributable to theme park and resort expansion and new attractions
no findingread · nothing bore on it
It held on this filing. No finding was written because nothing in it bore on the reason — the sentences it was read against are below.
the evidence · every sentence checkedfive sentences · whole, uncut
the claims it rests on
“Resorts and vacations revenue increased 10% from additional passenger cruise days”
“The increase in passenger cruise days reflected the launches of the Disney Destiny in November 2025 and the Disney Adventure in March 2026”
“The Company currently expects its fiscal 2026 capital expenditures to be approximately $9 billion compared to fiscal 2025 capital expenditures of $8 billion”
“The projected increase in capital expenditures is due to higher spending at Experiences, attributable to theme park and resort expansion and new attractions”
what it was checked against
resorts and vacations revenue growth
“Service revenues for the quarter increased 7%, or $1.5 billion, to $22.7 billion, which included an approximate 2 percentage point favorable impact from the Fubo and NFL Transactions. Aside from this impact, service revenues increased due to growth in resorts and vacations and theme park admissions revenue and higher subscription and affiliate fees.”