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The Walt Disney Company

DISleader

The 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.

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Produits et revenus

Part de revenus par produit

Répartition du chiffre d'affaires ($91.4B)

Données statiques (chargement des finances en temps réel…)

Disney Entertainment (40%)
ESPN (19%)
Parks, Experiences & Products (38%)
Corporate & Other (3%)

Composition des segments et principaux clients

Détails du produit

Disney+22%

Direct-to-consumer streaming service for Disney, Pixar, Marvel, Star Wars content

Theme Parks & Experiences38%

Disneyland, Walt Disney World, and international theme park resorts

Studio Entertainment18%

Theatrical film releases from Disney, Pixar, Marvel Studios, Lucasfilm, 20th Century Studios

Linear Networks22%

ABC, ESPN, Disney Channel, FX, and National Geographic cable networks

Relations dans la chaîne d'approvisionnement

Concurrents

Comcast Corporation

Streaming, theme parks, content

Impact: High — direct competitor in media and entertainment

Netflix, Inc.

Streaming content

Impact: High — primary streaming rival

Partenaires

Amazon.com (AWS)

AWS cloud infrastructure for Disney+

Impact: Medium — technology infrastructure

Contexte macro et de marché

커뮤니케이션 서비스Actualités du secteur

광고 회복 + 스트리밍 수익화 + AI 검색 전환 리스크 — 옥석 가리기

글로벌 디지털 광고 성장

+11% YoY

Netflix 유료 구독자

3.01억 명

YouTube 광고 수익 YoY

+21%

AI 검색 점유율 (US)

11%

Prochains catalyseurs

◆Alphabet·Meta·Netflix Q1 실적 (2026.04~05)◆Google I/O AI Search 업데이트 (2026.05)◆FTC·DOJ Meta·Google 반독점 판결 일정

Signaux institutionnels

InstitutionActionValeurTrimestreDate de dépôt
BlackRockaccumulating$330M2024.062024-08-13↑
BlackRockaccumulating$142M2024.062024-08-13↑
BlackRockaccumulating$166M2024.062024-08-13↑
BlackRockreducing$13M2024.062024-08-13↓
BlackRockreducing$26M2024.062024-08-13↓
BlackRockaccumulating$266M2024.062024-08-13↑
BlackRockaccumulating$178M2024.062024-08-13↑
BlackRockaccumulating$3.9B2024.062024-08-13↑
BlackRockaccumulating$3.9B2024.062024-08-13↑
BlackRockaccumulating$285M2024.062024-08-13↑
BlackRockaccumulating$513M2024.062024-08-13↑
BlackRockaccumulating$198M2024.062024-08-13↑
BlackRockaccumulating$350M2024.062024-08-13↑
BlackRockreducing$200K2024.062024-08-13↓
BlackRockaccumulating$1.5B2024.062024-08-13↑
BlackRockreducing$42M2024.062024-08-13↓
BlackRockreducing$5M2024.062024-08-13↓
BlackRockreducing$84M2024.062024-08-13↓
BlackRockreducing$37M2024.062024-08-13↓
BlackRockreducing$9M2024.062024-08-13↓
BlackRockreducing$226K2024.062024-08-13↓
BlackRockaccumulating$215M2024.062024-08-13↑
BlackRockreducing$4M2024.062024-08-13↓
BlackRockreducing$447K2024.062024-08-13↓
BlackRockreducing$11M2024.062024-08-13↓
BlackRockreducing$59M2024.062024-08-13↓
BlackRockreducing$4M2024.062024-08-13↓
BlackRockreducing$4M2024.062024-08-13↓
BlackRockreducing$348K2024.062024-08-13↓
BlackRockreducing$34M2024.062024-08-13↓
Vanguard Groupaccumulating$1.1B2025.122026-01-29↑
Vanguard Groupaccumulating$334M2025.122026-01-29↑
Vanguard Groupaccumulating$444M2025.122026-01-29↑
Vanguard Groupaccumulating$499K2025.122026-01-29↑
Vanguard Groupaccumulating$16.1B2025.122026-01-29↑
Vanguard Groupreducing$2K2025.122026-01-29↓
Vanguard Groupaccumulating$100M2025.122026-01-29↑
State Streetaccumulating$9.6B2025.122026-02-13↑
Wellington Managementaccumulating$2.2B2025.122026-02-17↑
Wellington Managementaccumulating$377K2025.122026-02-17↑
Wellington Managementaccumulating$38M2025.122026-02-17↑
Wellington Managementaccumulating$9M2025.122026-02-17↑
Wellington Managementaccumulating$51M2025.122026-02-17↑
Wellington Managementaccumulating$17M2025.122026-02-17↑
Wellington Managementaccumulating$1M2025.122026-02-17↑
Wellington Managementaccumulating$91M2025.122026-02-17↑
Wellington Managementaccumulating$44K2025.122026-02-17↑
Wellington Managementaccumulating$3M2025.122026-02-17↑
Wellington Managementaccumulating$47M2025.122026-02-17↑
Wellington Managementaccumulating$15K2025.122026-02-17↑
Viking Global Investorsaccumulating$1.3B2025.122026-02-17↑
FMR (Fidelity)accumulating$1.7B2025.122026-02-17↑
FMR (Fidelity)reducing$76K2025.122026-02-17↓
FMR (Fidelity)accumulating$26M2025.122026-02-17↑
FMR (Fidelity)accumulating$915M2025.122026-02-17↑
FMR (Fidelity)accumulating$85M2025.122026-02-17↑
FMR (Fidelity)accumulating$444M2025.122026-02-17↑
FMR (Fidelity)accumulating$8M2025.122026-02-17↑

Actualités récentes

Chargement des nouvelles...

Analyse IA

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Informations sur l'entreprise

Siège social

Burbank, California, USA

Fondée en

1923

Effectifs

225,000+

Aperçu du secteur — 커뮤니케이션 서비스

Actualités du secteur

광고 회복 + 스트리밍 수익화 + AI 검색 전환 리스크 — 옥석 가리기

글로벌 디지털 광고 성장

+11% YoY

Netflix 유료 구독자

3.01억 명

YouTube 광고 수익 YoY

+21%

AI 검색 점유율 (US)

11%

Thèmes clés

  • •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

Prochains catalyseurs

  • ◆Alphabet·Meta·Netflix Q1 실적 (2026.04~05)
  • ◆Google I/O AI Search 업데이트 (2026.05)