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.

⇄ Compare

產品與營收

產品營收佔比

營收結構 ($91.4B)

靜態數據（加載即時財務…）

Disney Entertainment (40%)

ESPN (19%)

Parks, Experiences & Products (38%)

Corporate & Other (3%)

業務部門構成與主要客戶

產品詳情

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

供應鏈關係

競爭對手

Comcast Corporation

Streaming, theme parks, content

影響: High — direct competitor in media and entertainment

Netflix, Inc.

Streaming content

影響: High — primary streaming rival

合作夥伴

Amazon.com (AWS)

AWS cloud infrastructure for Disney+

影響: Medium — technology infrastructure

宏觀與市場背景

커뮤니케이션 서비스行業新聞

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%

近期催化劑

◆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

點擊「取得 AI 分析」以獲得 The Walt Disney Company 的 AI 供應鏈分析。

企業資訊

總部

Burbank, California, USA

成立時間

1923

員工人數

225,000+

官網

thewaltdisneycompany.com

行業概況 — 커뮤니케이션 서비스

行業新聞