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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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Produkte & Umsatz

Umsatzanteil nach Produkt

Umsatzaufschlüsselung ($91.4B)

Statische Daten (Echtzeitfinanzen werden geladen…)

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

Segmentzusammensetzung und Hauptkunden

Produktdetails

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

Makro- und Marktkontext

커뮤니케이션 서비스Sektornachrichten

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%

Nächste Katalysatoren

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

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KI-Analyse

Klicken Sie auf "KI-Analyse abrufen" für eine KI-gestützte Lieferkettenanalyse von The Walt Disney Company.

Unternehmensinformationen

Hauptsitz

Burbank, California, USA

Gegründet

1923

Mitarbeiter

225,000+

Sektorübersicht커뮤니케이션 서비스

Sektornachrichten

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%

Hauptthemen

  • 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

Nächste Katalysatoren

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