TDP #51: Magic in Disney's Earnings Call

See what's trending—before it happens.

Aug 06, 2025

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✍️ Editor’s note:

All eyes today are on Disney’s Q3 earnings call, where traders are betting on whether the titan company will mention a new streaming deal.

Meanwhile, popular YouTube streamer MrBeast is making waves, aiming to raise $40 million to bring clean water to millions. Can he and his creator army raise the target amount this August?

It’s a culture-type newsletter today. Sit back and relax. 🍿

— The Daily Prediction Team

💰 What Will Disney Say During Their Next Earnings Call?

Disney’s Q3 2025 earnings call reported strong results, with an adjusted EPS of $1.61, beating estimates of $1.47. The company’s revenues also increased to $23.7 billion.

Reports also mention CEO Bob Iger’s comments on the ESPN direct-to-consumer service and a newly announced plan with the NFL.

Interestingly, prediction markets are not just speculating about Disney’s financial growth. They’re also interested in what Disney will say during their earnings call.

This is what Kalshi traders are putting their money on.

Words like streaming, park, ESPN, Abu Dhabi, and NFL deal all got 99% probabilities in this market. Expect this market to resolve soon, though.

Oh, and if you’re curious about other Disney-related markets, you can also check this out 👇

So far, not a chance that Iger leaves soon.

📈 Is Disney on an Upward Trend?

For Disney, their experiences profits grew 13% while their sports segment operating income surged by 29%.

Disney+ and Hulu had a combined 183 million subscribers. Their streaming platform lost money a year ago, but it now shows a $365 million operating profit, driven by subscriber gains and efficiency improvements.

Moreover, Disney is finalizing a landmark deal. ESPN is set to acquire NFL Network, RedZone, and other fantasy platforms in exchange for a 10% equity stake in the NFL. This signals major streaming fuel ahead of ESPN’s upcoming DTC launch.

This ESPN-NFL deal could reposition Disney as a leader in global sports streaming. The successful Hulu integration, plus these ESPN plans, show a narrative that Disney is rebuilding from streaming losses toward profitability.

Leading up to the earnings call, analysts at Jefferies had recently upgraded Disney stock to a “Buy” with a price target of $144, citing new cruise ships and a strong content slate. Stockwits puts the average analyst price target for Disney at $131.56, implying over 11% upside potential from its recent price.

So yes, Disney is on an upward trend. 🆙

💦 Will MrBeast Raise $40M for Clean Water by August 8?

The creator economy is pushing forward with its philanthropy campaign.

The latest example is MrBeast’s #TeamWater campaign. Following the massive successes of #TeamTrees and #TeamSeas, MrBeast and fellow creator Mark Rober launched a new initiative to raise $40 million to provide clean water to two million people worldwide.

This fundraising campaign, which runs through August, is the subject of prediction markets.

Polymarket traders are speculating on whether the #TeamWater campaign will raise $40M by August 8. That’s two days from now, which poses quite a challenge.

That’s why Polymarket traders are giving it less than a 1% chance to happen.

In its first 48 hours, the campaign delivered over “6 million years of water” with donations exceeding $6.5 million. By today, the total has increased to over 9.92 million years of water, which translates to roughly $10 million raised.

That puts the campaign at about a quarter of its month-end goal, but far from the full $40 million.

🤝 Team Work Makes the Dream Work

The #TeamWater campaign has received massive support from a global network of over 3,000 creators, including prominent names like Kai Cenat, the Stokes Twins, Dude Perfect, Hank Green, and Gordon Ramsay.

The involvement of YouTube itself, which has pledged a $2 million donation, further highlights the scale of the effort.

Historically, MrBeast and Mark Rober have delivered on their campaigns.

#TeamTrees aimed for $20 million and eventually raised over $24 million by the end of its run. Similarly, #TeamSeas aimed for $30 million and surpassed its goal over time.

If history is to repeat itself, MrBeast can deliver on his #TeamWater goals.

Maybe not anytime soon, but it will happen. ⌚