Disney Beats Forecasts; Tesla Sales Slump in Norway; Oracle's Cloud Investment
Feb 2, 2026
Discussion of Disney’s quarterly beat and record parks and cruises revenue. Conversation about Tesla’s steep sales declines in key European markets. Breakdown of Oracle’s massive $45–50 billion raise to expand cloud capacity for large AI customers.
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insights INSIGHT
Disney's Parks Power The Beat
Disney's parks and cruises unit delivered a record $10 billion in sales and drove the quarter's outperformance.
The company projects double-digit earnings growth and is on track for $7 billion in buybacks this year.
insights INSIGHT
Other Divisions Lag Though Outlook Strong
Entertainment and sports divisions showed pressure from higher costs and lower ad and subscriber revenue.
Despite those drags, overall results and buybacks underpin management's optimistic full-year outlook.
question_answer ANECDOTE
Potential CEO Succession Highlighted
Dan Curtis relayed that the board is aligning to promote Josh D'Amaro to replace Bob Iger later this year.
That leadership succession is cited alongside the parks unit's strong performance.
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Today's biggest winners and losers in the stock market.
On this episode of Stock Movers: - Walt Disney (DIS) reported sales and profit that beat estimates in the first quarter of its fiscal year, boosted by a record $10 billion in revenue from the division that includes parks and cruises.Earnings per share in the period were $1.63, beating the average analyst estimate of $1.56.The bulk of the company’s profits in the quarter were delivered by the parks and cruises unit led by Josh D’Amaro, a candidate to succeed Bob Iger as chief executive officer when Iger steps down this year. - Tesla’s (TSLA) European sales slump carried over into the new year, with registrations plummeting in two of the region’s leading markets for battery-electric vehicles.The carmaker’s French sales fell 42% last month to just 661 cars, the lowest in more than three years, the country’s auto association known as PFA said Sunday. In Norway — a lonely market in Europe where Tesla fared well last year — registrations plunged 88% in January. - Oracle (ORCL) plans to raise $45 billion to $50 billion this year through a combination of debt and equity sales to build additional cloud infrastructure capacity, reflecting the scale of financing needed to feed AI’s growth. Oracle is raising money to build additional capacity to meet the contracted demand from the company’s largest cloud customers, including Advanced Micro Devices Inc., Meta Platforms Inc., Nvidia Corp., OpenAI, TikTok Inc. and xAI Corp., the company said in a statement Sunday.
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