Walt Disney Co (DIS)

The Walt Disney Company operates as an entertainment company in Americas, Europe, and the Asia Pacific. It operates in three segments: Entertainment, Sports, and Experiences. The company produces and distributes film and television content under the ABC Television Network, Disney, Freeform, FX, Fox, National Geographic, and Star brand television channels, as well as ABC television stations and A+E television networks; and produces original content under the Disney Branded Television, FX Productions, Lucasfilm, Marvel, National Geographic Studios, Pixar, Searchlight Pictures, Twentieth Century Studios, 20th Television, and Walt Disney Pictures banners. It also provides direct-to-consumer streaming services through Disney+, Disney+ Hotstar, and Hulu; sports-related video streaming content through ESPN, ESPN on ABC, ESPN+ DTC, and Star; sale/licensing of film and episodic content to television and video-on-demand services; theatrical, home entertainment, and music distribution services; DVD and Blu-ray discs, electronic home video licenses, and VOD rental services; staging and licensing of live entertainment events; and post-production services. In addition, the company operates theme parks and resorts, such as Walt Disney World Resort, Disneyland Resort, Disneyland Paris, Hong Kong Disneyland Resort, Shanghai Disney Resort, Disney Cruise Line, Disney Vacation Club, National Geographic Expeditions, and Adventures by Disney, as well as Aulani, a Disney resort and spa in Hawaii. Further, it licenses its intellectual property (IP) to a third party that owns and operates Tokyo Disney Resort; licenses trade names, characters, visual, literary, and other IP for use on merchandise, published materials, and games; operates a direct-to-home satellite distribution platform; sells branded merchandise through retail, online, and wholesale businesses; and develops and publishes books, comic books, and magazines. The company was founded in 1923 and is based in Burbank, California.

• Relatório anual (10-K)

  Uma visão anual do negócio, dos resultados financeiros e dos riscos da empresa.

  Arquivado em 2025-11-13

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• Relatório trimestral (10-Q)

  Uma atualização sobre o desempenho financeiro dos últimos três meses.

  Arquivado em 2026-08-05

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• Relatório de fato relevante (8-K)

  Um aviso sobre um fato relevante, como uma mudança na liderança ou um grande anúncio.

  Arquivado em 2026-08-05

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• 8d agoPOSITIVE
  Disney+ Price to Jump 13% as Soon as Wednesday

  Walt Disney Co. is set to implement a significant price increase of 13% on its Disney+ streaming service, with notifications beginning as early as Wednesday. This move, as analyzed by Bloomberg Intelligence, signals a strategic shift towards prioritizing profitability and ARPU (Average Revenue Per User) within its streaming division. While potentially impacting subscriber growth in the short term, the price hike is expected to bolster revenue and margins, reflecting a maturing streaming market where subscriber acquisition costs are high and focus is shifting to monetization. Investors will be watching closely for subscriber retention rates and the impact on overall company earnings.

• 8d agoNEGATIVE
  Walt Disney, i servizi di streaming costeranno di più

  Walt Disney Co. is set to increase prices for its streaming services, narrowing the gap with its main competitor. This move comes amid a broader industry trend of price adjustments in the competitive streaming landscape. While potentially boosting revenue for Disney's direct-to-consumer segment, the price hike could impact subscriber growth and retention. Investors will be watching subscriber numbers closely in the upcoming quarters to gauge the net effect of this strategy on overall profitability and market share.

• 8/5/2026POSITIVE
  MNTN CEO on Disney’s Ad Business, Streaming Wars Outlook

  Disney's streaming business reported a significant 64% profit growth and 14% revenue increase, signaling strong momentum in its digital content delivery. While overall advertising sales saw a more modest 3% growth, the robust performance in streaming indicates successful monetization strategies and growing subscriber engagement. This positive trend in its core digital operations, as highlighted by MNTN CEO Mark Douglas, suggests a healthy recovery and future growth potential for Disney's media empire, potentially boosting investor confidence.

• 7/16/2026POSITIVE
  EXCLUSIVE: Disney’s cruise ship fleet generated $3 billion in the last fiscal year—and the company plans to add 5 more in a $60 billion expansion

  Disney's cruise ship division has achieved a remarkable $3 billion in revenue during the last fiscal year, a figure previously undisclosed by the company. This strong performance is a key driver behind Disney's ambitious $60 billion expansion plan, which includes adding five new cruise ships to its fleet. The financial details, unearthed through a discreetly named shell company, highlight the significant profitability and growth potential of Disney's leisure and hospitality segment. Investors should view this as a strong indicator of the division's contribution to overall company performance and future revenue streams, potentially boosting confidence in Disney's diversified business model.