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Disney’s Q2 Earnings Report Preview: Key Highlights

As Disney prepares to release its fiscal second-quarter earnings, all eyes are on the company’s streaming and theme parks sectors. Scheduled for a pre-market reveal on Wednesday, this report is critical for understanding Disney’s current trajectory, especially in the wake of anticipated subscriber losses at Disney+.

Based on analyst predictions from LSEG, the expected earnings per share are projected at $1.20, with a revenue figure reaching $23.14 billion. Despite surpassing estimates in the previous quarter, Disney has been transparent about a projected “modest decline” in streaming subscribers since raising service prices last year.

Attention is also focused on Disney’s experiences segment, which encapsulates theme park performance—a sector outperforming expectations last quarter but facing potential challenges from reduced international travel and tariffs introduced under President Trump’s administration. For context on how other industries are navigating similar challenges, check out our insights on Ford’s strategic adjustments amidst 2025 tariffs.

Stay tuned to understand how Disney plans to navigate these headwinds and its progress in finding a successor for CEO Bob Iger.

Mirendil Signs $100 Million Google Cloud Deal To Advance Self-Improving AI

AI startup Mirendil has signed a multi-year agreement worth more than $100 million with Google Cloud to secure computing infrastructure for its self-improving AI research.

The partnership reflects growing competition among AI companies to lock in access to high-performance computing, while cloud providers race to attract promising startups developing next-generation AI models.

Backing The Next Stage Of AI Research

Mirendil plans to use Google’s Tensor Processing Units (TPUs), Nvidia GPUs and managed training infrastructure to develop AI systems capable of improving their own performance over time.

Known as recursive self-improvement, the concept focuses on building AI that can refine its knowledge and capabilities with minimal human intervention. The technology is attracting growing interest across the industry, with several startups and leading AI labs exploring similar approaches.

According to co-founder and Chief Executive Behnam Neyshabur, the long-term goal is to develop AI that can automate scientific research and accelerate discoveries in fields such as medicine, biology and materials science.

Compute Capacity Becomes A Strategic Asset

Training increasingly advanced AI models requires enormous computing resources, making long-term infrastructure agreements a critical competitive advantage.

Mirendil said Google’s combination of TPUs and GPUs allows workloads to be matched with the most suitable hardware, improving efficiency while reducing costs for customers.

For Google Cloud, the agreement strengthens its position in the race to provide infrastructure for frontier AI developers, while giving the company exposure to one of the industry’s emerging approaches to next-generation artificial intelligence.

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