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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.
Ürünler ve Gelir
Ürün Gelir Payı
Gelir Dağılımı ($91.4B)
Statik veri (canlı finansal yükleniyor…)
Disney Entertainment (40%)
ESPN (19%)
Parks, Experiences & Products (38%)
Corporate & Other (3%)
Segment yapısı ve temel müşteriler
Ürün ayrıntıları
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
Tedarik Zinciri İlişkileri
Rakipler
Makro ve piyasa bağlamı
커뮤니케이션 서비스Sektör haberleri
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%
Yaklaşan katalizörler
◆Alphabet·Meta·Netflix Q1 실적 (2026.04~05)◆Google I/O AI Search 업데이트 (2026.05)◆FTC·DOJ Meta·Google 반독점 판결 일정
Kurumsal Sinyaller
| Kurum | Eylem | Değer | Çeyrek | Dosyalama tarihi |
|---|---|---|---|---|
| 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↑ |
Son haberler
Haberler yükleniyor...
AI Analizi
The Walt Disney Company için AI tedarik zinciri analizi almak için "AI Analizi Al"ı tıklayın.
Şirket Bilgisi
Sektör genel bakışı — 커뮤니케이션 서비스
Sektör haberleri광고 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%
Temel temalar
- •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
Yaklaşan katalizörler
- ◆Alphabet·Meta·Netflix Q1 실적 (2026.04~05)
- ◆Google I/O AI Search 업데이트 (2026.05)