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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.
Products & Revenue
Product Revenue Share
Revenue Breakdown ($91.4B)
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Disney Entertainment (40%)
ESPN (19%)
Parks, Experiences & Products (38%)
Corporate & Other (3%)
Segment Breakdown & Key Customers
Product Details
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
Supply Chain Relationships
Competitors
Macro & Market Context
커뮤니케이션 서비스Sector News
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%
Upcoming Catalysts
◆Alphabet·Meta·Netflix Q1 실적 (2026.04~05)◆Google I/O AI Search 업데이트 (2026.05)◆FTC·DOJ Meta·Google 반독점 판결 일정
Institutional Signals
| Institution | Action | Value | Quarter | Filing Date |
|---|---|---|---|---|
| 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↑ |
Latest News
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AI Analysis
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Company Info
Sector Overview — 커뮤니케이션 서비스
Sector News광고 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%
Key Themes
- •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
Upcoming Catalysts
- ◆Alphabet·Meta·Netflix Q1 실적 (2026.04~05)
- ◆Google I/O AI Search 업데이트 (2026.05)