The Walt Disney Company News
The Walt Disney Company, together with its subsidiaries, operates as an entertainment company worldwide. It operates through two segments, Disney Media and Entertainment Distribution; and Disney Parks, Experiences and Products. The company engages in the film and episodic television content production and distribution activities, as well as operates television networks under the ABC, Disney, ESPN, Freeform, FX, Fox, National Geographic, and Star brands; and studios that produces films under the Walt Disney Pictures, Twentieth Century Studios, Marvel, Lucasfilm, Pixar, and Searchlight Pictures banners. It also offers direct-to-consumer streaming services through Disney+, Disney+ Hotstar, ESPN+, Hulu, and Star+; sale/licensing of film and television content to third-party television and subscription video-on-demand services; theatrical, home entertainment, and music distribution services; staging and licensing of live entertainment events; and post-production services by Industrial Light & Magic and Skywalker Sound. In addition, the company operates theme parks and resorts, such as Walt Disney World Resort in Florida; Disneyland Resort in California; Disneyland Paris; Hong Kong Disneyland Resort; and 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 to a third party for the operations of the Tokyo Disney Resort; provides consumer products, including licensing of 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 Walt Disney Company was founded in 1923 and is based in Burbank, California.
see moreThe Walt Disney Company Market News
1d
Disney Stock: Streaming Gains and Park Strength
- Recent analyst upgrades and quarterly results show Disney's streaming business turning profitable while parks deliver record earnings. Near-term headwinds from cruise pre-opening costs and mixed Q4 topline keep DIS volatile, but buybacks and dividend moves support shareholder value.
8d
Disney DIS Hits: Q1 Guidance, Bundle Ends - Update
Disney this week signaled short-term revenue pressure after a high‑value streaming bundle expired and Q1 2026 guidance revealed nearly $540M of headwinds (theatrical comparisons and reduced political ad spend). These developments create measurable near‑term risks for DIS while streaming growth and cost levers remain possible offsets.
15d
Disney Super App Push: Bundles, AI & Sports Shift.
Disney moved this week with concrete steps to boost streaming engagement and short-term subscriber growth: a 2026 ‘super app’ plan to fold Hulu and ESPN into Disney+, aggressive discounted bundles through early January, and experiments with AI content. These developments—plus a modest holiday selloff that weighed on the Dow—offer clear near-term catalysts and a longer-term strategic pivot investors should track.
29d
Disney Beats Doubts: OpenAI Deal and Park Strength
Disney’s recent $1B OpenAI investment and robust parks performance have offset streaming and distribution concerns this week. A KeyBanc downgrade and unresolved YouTube TV carriage talks keep pressure on DIS, while the OpenAI tie-up and record ‘Experiences’ results reshape investor narratives.
10 Dec at 07:26
Disney Faces Streaming Arms Race Distribution Hits
Recent bids for Warner Bros. Discovery and a costly YouTube TV blackout have intensified competition and highlighted distribution vulnerabilities for Disney (DIS). This article breaks down the WBD takeover bids, the carriage dispute's financial impact, regulatory risks, and what investors should watch next.
03 Dec at 07:15
Disney Parks Surge as Media Troubles Deepen Now Q4
Disney delivered mixed Q4 results that exposed weakness in legacy media while its parks, cruises and streaming showed resilience. A prolonged YouTube TV carriage dispute, a major parks investment plan, new ride rethemes and cruise launches are shaping DIS’s near-term outlook.
26 Nov at 07:15
Disney Stock Slides After Q4 Miss, YouTube TV Rift
Disney posted strong streaming subscriber growth and improving DTC profitability, but a revenue shortfall and a protracted carriage dispute with YouTube TV triggered investor sell‑offs. Management’s bigger buyback and dividend raise aim to steady the stock as legacy TV headwinds persist.