The Walt Disney Company
DISleaderThe Walt Disney Company is a global entertainment conglomerate operating theme parks, streaming services, film studios, and television networks. Its iconic brands include Marvel, Star Wars, Pixar, and ESPN.
Productos e Ingresos
Participación de Ingresos por Producto
Desglose de Ingresos ($91.4B)
Datos estáticos (cargando finanzas en tiempo real…)
Composición de segmentos y clientes principales
Detalles del producto
Direct-to-consumer streaming service for Disney, Pixar, Marvel, Star Wars content
Disneyland, Walt Disney World, and international theme park resorts
Theatrical film releases from Disney, Pixar, Marvel Studios, Lucasfilm, 20th Century Studios
ABC, ESPN, Disney Channel, FX, and National Geographic cable networks
Relaciones en la Cadena de Suministro
Competidores
Contexto macro y de mercado
광고 회복 + 스트리밍 수익화 + AI 검색 전환 리스크 — 옥석 가리기
글로벌 디지털 광고 성장
Netflix 유료 구독자
YouTube 광고 수익 YoY
AI 검색 점유율 (US)
Próximos catalizadores
Señales Institucionales
| Institución | Acción | Valor | Trimestre | Fecha de presentación |
|---|---|---|---|---|
| BlackRock | accumulating | $330M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $142M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $166M | 2024.06 | 2024-08-13↑ |
| BlackRock | reducing | $13M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $26M | 2024.06 | 2024-08-13↓ |
| BlackRock | accumulating | $266M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $178M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $3.9B | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $3.9B | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $285M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $513M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $198M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $350M | 2024.06 | 2024-08-13↑ |
| BlackRock | reducing | $200K | 2024.06 | 2024-08-13↓ |
| BlackRock | accumulating | $1.5B | 2024.06 | 2024-08-13↑ |
| BlackRock | reducing | $42M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $5M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $84M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $37M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $9M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $226K | 2024.06 | 2024-08-13↓ |
| BlackRock | accumulating | $215M | 2024.06 | 2024-08-13↑ |
| BlackRock | reducing | $4M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $447K | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $11M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $59M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $4M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $4M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $348K | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $34M | 2024.06 | 2024-08-13↓ |
| Vanguard Group | accumulating | $1.1B | 2025.12 | 2026-01-29↑ |
| Vanguard Group | accumulating | $334M | 2025.12 | 2026-01-29↑ |
| Vanguard Group | accumulating | $444M | 2025.12 | 2026-01-29↑ |
| Vanguard Group | accumulating | $499K | 2025.12 | 2026-01-29↑ |
| Vanguard Group | accumulating | $16.1B | 2025.12 | 2026-01-29↑ |
| Vanguard Group | reducing | $2K | 2025.12 | 2026-01-29↓ |
| Vanguard Group | accumulating | $100M | 2025.12 | 2026-01-29↑ |
| State Street | accumulating | $9.6B | 2025.12 | 2026-02-13↑ |
| Wellington Management | accumulating | $2.2B | 2025.12 | 2026-02-17↑ |
| Wellington Management | accumulating | $377K | 2025.12 | 2026-02-17↑ |
| Wellington Management | accumulating | $38M | 2025.12 | 2026-02-17↑ |
| Wellington Management | accumulating | $9M | 2025.12 | 2026-02-17↑ |
| Wellington Management | accumulating | $51M | 2025.12 | 2026-02-17↑ |
| Wellington Management | accumulating | $17M | 2025.12 | 2026-02-17↑ |
| Wellington Management | accumulating | $1M | 2025.12 | 2026-02-17↑ |
| Wellington Management | accumulating | $91M | 2025.12 | 2026-02-17↑ |
| Wellington Management | accumulating | $44K | 2025.12 | 2026-02-17↑ |
| Wellington Management | accumulating | $3M | 2025.12 | 2026-02-17↑ |
| Wellington Management | accumulating | $47M | 2025.12 | 2026-02-17↑ |
| Wellington Management | accumulating | $15K | 2025.12 | 2026-02-17↑ |
| Viking Global Investors | accumulating | $1.3B | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | accumulating | $1.7B | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | reducing | $76K | 2025.12 | 2026-02-17↓ |
| FMR (Fidelity) | accumulating | $26M | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | accumulating | $915M | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | accumulating | $85M | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | accumulating | $444M | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | accumulating | $8M | 2025.12 | 2026-02-17↑ |
Últimas noticias
Análisis IA
Haz clic en "Obtener Análisis IA" para un análisis de cadena de suministro de The Walt Disney Company impulsado por IA.
Información de la Empresa
Estado del sector — 커뮤니케이션 서비스
Noticias del sector광고 회복 + 스트리밍 수익화 + AI 검색 전환 리스크 — 옥석 가리기
글로벌 디지털 광고 성장
Netflix 유료 구독자
YouTube 광고 수익 YoY
AI 검색 점유율 (US)
Temas clave
- •AI 검색(Perplexity·ChatGPT) → Google 검색 점유율 잠식 리스크
- •Meta AI 추천 알고리즘 → Instagram·Threads 광고 단가 급등
- •스트리밍 수익화 — Netflix·Disney+ 광고요금제 MAU 급증
Próximos catalizadores
- ◆Alphabet·Meta·Netflix Q1 실적 (2026.04~05)
- ◆Google I/O AI Search 업데이트 (2026.05)