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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产品与营收

产品营收占比

营收构成 ($91.4B)

静态数据（加载实时财务…）

Disney Entertainment (40%)

ESPN (19%)

Parks, Experiences & Products (38%)

Corporate & Other (3%)

业务板块构成与主要客户

产品详情

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

供应链关系

竞争对手

Comcast Corporation

Streaming, theme parks, content

影响: High — direct competitor in media and entertainment

Netflix, Inc.

Streaming content

影响: High — primary streaming rival

合作伙伴

Amazon.com (AWS)

AWS cloud infrastructure for Disney+

影响: Medium — technology infrastructure

宏观与市场背景

커뮤니케이션 서비스行业新闻

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%

近期催化剂

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

AI 分析

点击「获取 AI 分析」以获得 The Walt Disney Company 的 AI 供应链分析。

企业信息

总部

Burbank, California, USA

成立时间

1923

员工人数

225,000+

官网

thewaltdisneycompany.com

行业概况 — 커뮤니케이션 서비스

行业新闻