Disney Reports “Very Strong Attendance” at Walt Disney World, Takes Shot at Universal

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Despite wait time data from Walt Disney World’s My Disney Experience app showing a dip this Summer compared to the past few Summers, Disney says that attendance is strong at its Orlando theme parks. Walt Disney World had a “stand-out quarter,” according to Disney’s fiscal third quarter 2026 earnings release. The company gave no specific attendance figure for the resort, though. Instead, Disney reported that global guests across its Experiences segment grew 4%, and that domestic park attendance rose 3%. Both are blended figures that combine Walt Disney World with every other Disney park and cruise ship in the portfolio.

Walt Disney World’s Attendance Is “Very Strong”

IN THIS ARTICLE:

  • CFO Hugh Johnston told CNBC that Walt Disney World attendance looked stronger than Universal’s and Orlando airport traffic.
  • Walt Disney World had a “stand-out quarter” and “very strong attendance”
  • Data on posted wait times and Orlando-wide attendance complicates that comparison.

Disney’s earnings release describes global guests as up 4% compared to the same quarter last year. It’s the metric management uses to summarize overall demand across Experiences. Domestic park attendance, a narrower slice of that figure, grew 3% over the same period. Disney does not break either figure out by individual park or resort complex. Unless direct numbers are shared by Disney execs, there is no way to isolate how much of that growth came from Walt Disney World specifically.

A Closer Look at the Numbers

The release did offer some concrete detail about domestic park spending. Per capita spending at domestic parks grew 4% for the quarter, tied to guest demand for the parks experience. Theme park admissions revenue specifically grew 9%. Disney split that growth between a 5% increase from higher average ticket revenue and a 3% increase from higher attendance.

International attendance headwinds at domestic parks continued in the quarter but moderated compared to fiscal Q2, the release states. That means that there are still fewer international guests than Disney would like, but things are getting better. Disney also reported strong attendance growth at Disneyland Paris following the opening of World of Frozen there. Again, Disney tied no specific percentage to Walt Disney World.

CFO Hugh Johnston went further in a CNBC interview tied to the earnings release. He described domestic performance as very strong right now. Johnston pointed to the same 3% attendance growth and 4% per capita spending increase from the written release. He then singled out Walt Disney World’s attendance as particularly strong, calling it “very strong attendance”. Johnston drew a rare direct comparison to Universal Orlando and to reported Orlando International Airport traffic. Walt Disney World’s numbers, he said, looked “somewhat different” from both, issuing a shot across the bow. Johnston seems to suggest that Disney World attendance lives outside of the trends that Universal and the region as a whole are seeing. An interesting claim, and something to keep an eye on.

BlogMickey previously reported on wait time data collected from the My Disney Experience app at Walt Disney World. Posted wait time data compiled by thrill-data.com showed June and July running six to 13 percent slower than the same months in 2025. That stretch was as slow or slower than a typical September, a notable comparison. Disney’s Q3 fiscal quarter, which ended June 27th, overlaps with two of those three months.

Universal’s own parent company, Comcast, has separately acknowledged Orlando-wide attendance softness during roughly the same window. Wait times and Johnston’s attendance percentage aren’t necessarily measuring the same thing. Wait times reflect how long Disney says a wait for an attraction is, not raw headcount. Still, Johnston’s framing of Walt Disney World as a standout against its competitor sits somewhat in contrast with data suggesting the broader Orlando market, Disney included, had a measurable slowdown this summer.

We’re going to do some more digging to try and reconcile Disney’s statements with what the data shows. Off the top of my head, it could simply be that attendance is propped up by guests who aren’t spending as much time in attraction lines. That would be Annual Passholders. Indeed, Disney pointed to Annual Passholders as having a positive impact on Walt Disney World this Summer.

Cruise Capacity Nearly Doubled Passenger Days

Another metric that could be stepping on the scale a bit for Disney is Disney Cruise Line. Disney’s fiscal third quarter was the first full quarter with two new ships active, the Disney Destiny and the Disney Adventure. Together, the release states, the ships increased stateroom capacity by approximately 50% compared to the same quarter last year. That capacity jump mechanically drives up total passenger cruise days, the same figure folded into the “global guests” number alongside park attendance.

Resorts and vacations revenue at the Experiences segment grew 17% for the quarter. Disney attributed 10 of those percentage points specifically to additional passenger cruise days, more than any other driver in that category. Higher average daily hotel room rates and increased occupied room nights accounted for the rest, each contributing roughly 2 percentage points. Disney does not provide a version of the “global guests” figure with cruise days stripped out, so there is no direct way to compare it against the revenue breakdown.

Story So Far

  • In Q1 fiscal 2026, Disney Experiences posted a record $10 billion in quarterly revenue, citing cruise days, attendance, and room nights as growth drivers.
  • In Q2 fiscal 2026, global guests grew 2% even as domestic park attendance declined 1%.
  • In July, BlogMickey’s own wait time analysis found June and July 2026 running slower than the same months in any of the prior three years.

As always, keep checking back with us here at BlogMickey.com as we continue to bring you the latest news, photos, and info from around the Disney Parks!

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3 COMMENTS

  1. I really think attendance is a useless measure. It doesn’t tell you anything about profitability and it can easily be skewed. For example, if I visit 3 Disney parks in the same day, they’re as far as I know counting me as 3 attendances – even though with an annual pass, they made no money directly for any of the 3 attendances over if I didn’t show up at all. Then there’s discount tickets and plenty of other things.

    • Per Disney: Attendance is used to analyze volume trends at our theme parks and is based on the number of unique daily entries, i.e. a person visiting multiple theme parks in a single day is counted only once. Our attendance count includes complimentary entries but excludes entries by children under the age of three.

  2. A little surprising, but I do agree with the theory that annual passholders are the key here. I don’t think wait time data correlates very well with attendance, as parks like Epcot draw huge numbers for festivals, where the lines for food can be worse than the attractions. I acknowledge though wait time data is the best we have to work with outside published figures.

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