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#beancount

Beancount

Learn Beancount syntax, features, and workflows for effective financial tracking

Disney FY2026 Q3 Earnings: $25.2B Revenue, Experiences at $9.97B, and Streaming That Finally Pays

Disney's FY2026 Q3: revenue $25.2B (+7%), total segment operating income $5.6B (+21%), and net income attributable to Disney of $2.64B. GAAP EPS fell 48% against a prior-year Hulu tax benefit while adjusted EPS rose 28% to $2.06. Experiences grew 10% to $9.97B with operating income +20%, Entertainment SVOD reached a 13% operating margin, and Sports operating income fell 17% on NBA/NHL postseason costs. Free cash flow of $3.1B backs a raised ≥$9B buyback — all tracked in a public Beancount ledger spanning FY2022–FY2026 Q3.

Estée Lauder FY2026 Earnings: $15.0B Sales, a Return to Profit, and Restructuring Between the Margins

Estée Lauder FY2026: net sales $15.05B (+5% reported, +3% organic), net earnings $182M after a $1.13B loss, and adjusted EPS $2.51 (+66%). Fragrance grew 10% organic and mainland China 9%, gross margin expanded 150 bps to 75.5%, and the FY2027 adjusted operating margin guide was raised to 12.7%–13.5% — while the 6-point gap between 5.2% reported and 11.2% adjusted margin remains the story. Tracked in a public Beancount ledger spanning FY2022–FY2026.

Adobe FY2026 Q3 Earnings: $6.76B Revenue, $27.5B ARR, and a Deferred-Revenue Book

Adobe FY2026 Q3: record $6.76B revenue (+13%) with subscription at $6.58B, GAAP net income $1.83B (+3%), AI-first ARR up more than 150%, and ending ARR of $27.5B against $7.09B of current deferred revenue — plus a December 1 CEO handover to Anil Chakravarthy — tracked in a public Beancount ledger where the income statement sums to zero and deferred revenue is asserted on the balance sheet.