Business description: Walt Disney Company (The)

The Walt Disney Company is a media and entertainment group. Net sales (including intragroup) break down by activity as follows:

- entertainment and audiovisual production (44.3%): TV broadcasting and video streaming (55.3% of net sales; Disney+, Disney+ Hotstar and Hulu), operation of TV channels and radio stations (26%; ABC Television Network, Disney, Freeform, FX and National Geographic) and other (18.7%; production and distribution of audiovisual content, film licensing, etc.);

- operation of theme parks and hotel resorts (33.9%): operation, as of 01/10/2024, of 13 theme parks (40 hotels) located in the United States (Walt Disney World Resort, Disneyland Resort and Aulani; 6 theme parks and 22 hotels), France (Disneyland Paris; 2 theme parks and 7 hotels), Japan (Tokyo Disney Resort; 2 theme parks and 6 hotels), Hong Kong (Hong Kong Disneyland; 1 theme park and 3 hotels) and China (Shanghai Disney Resort; 2 theme parks and 2 hotels). The group is also involved in cruise sales (Disney Cruise Line), travel organization (Disney Vacation Club and Adventures By Disney), design and development of parks and other real estate properties, and sale of consumer products (children's books, toys, game software, films, etc.);

- production and distribution of TV and video streaming programmes focusing on sport (19%): ESPN and ESPN+.

Net sales are distributed geographically as follows: Americas (79%), Europe (11.2%) and Asia/Pacific (9.8%).

Number of employees: 194,040

Sales by Activity: Walt Disney Company (The)

Fiscal Period: September20212022202320242025

Experiences - Domestic

- - 22.68B 23.6B 25.19B

Experiences - International

- - 5.48B 6.18B 6.52B

Entertainment - Direct-to-consumer

- - 19.89B 22.78B 24.61B

Entertainment - Content Sales/licensing and Other

- - 9.05B 7.72B 8.49B

Sports - Domestic

- - 14.94B 15.34B 16.08B

Entertainment - Linear Networks

- - 11.7B 10.69B 9.36B

Sports - International

- - 1.44B 1.44B 1.55B

Sports - Star India

- - 729M 841M 39M

Disney Media and Entertainment Distribution - Linear Networks

28.09B 28.35B - - -

Experiences - Consumer Products

- - 4.4B 4.37B 4.44B

Disney Media and Entertainment Distribution - Content Sales/Licensing and Other

7.35B 8.15B - - -

Disney Media and Entertainment Distribution - Direct-To-Consumer

16.32B 19.56B - - -

Disney Parks, Experiences and Products

16.55B 28.7B - - -

Unallocated Content License Early Termination

- -1.02B - - -

Eliminations

-892M -1.01B -1.4B -1.6B -1.87B
See all business segments

Geographical breakdown of sales: Walt Disney Company (The)

Fiscal Period: September20212022202320242025

Americas

54.16B 68.22B 71.2B 72.16B 76.43B

Europe

6.69B 8.68B 9.53B 10.28B 11.09B

Asia Pacific

6.57B 6.85B 8.16B 8.92B 6.9B

Unallocated

- -1.02B - - -
See all geographic segments

Executive Committee: Walt Disney Company (The)

Manager TitleAgeSince
Chief Executive Officer 73 2005-10-01
Director of Finance/CFO 64 2023-12-03
Compliance Officer 60 -
Investor Relations Contact - -
Sales & Marketing - 2010-06-17
See WALT DISNEY COMPANY (THE) governance

Composition of the Board of Directors: Walt Disney Company (The)

Director TitleAgeSince
Director/Board Member 75 2015-11-30
Director/Board Member 63 2017-08-24
Director/Board Member 62 2018-09-06
Director/Board Member 60 2019-03-06
Director/Board Member 48 2021-05-26
Director/Board Member 53 2021-05-26
Chairman 73 2012-02-29
Director/Board Member 53 2022-11-20
Director/Board Member 62 2024-01-08
Chairman 66 2025-01-01
Composition of the Board of Directors

Shareholders: Walt Disney Company (The)

NameEquities%Valuation
Vanguard Fiduciary Trust Co.
8.795 %
158,121,947 8.795 % 17 808 M $
BlackRock Advisors LLC
5.246 %
94,313,828 5.246 % 10 622 M $
4.562 %
82,019,749 4.562 % 9 237 M $
JPMorgan Investment Management, Inc.
3.772 %
67,826,258 3.772 % 7 639 M $
Geode Capital Management LLC
2.182 %
39,226,716 2.182 % 4 418 M $
NameEquities%Valuation
Mos Gestão de Investimentos Ltda.
0.004393 %
78,975 0.004393 % 600 687 $
BRAM - Bradesco Asset Management SA DTVM
0.002069 %
37,196 0.002069 % 282 914 $
Morgan Stanley Administradora de Carteiras SA
0.000701 %
12,596 0.000701 % 95 806 $
AndBank Gestão de Patrimônio Financeiro Ltda.
0.000334 %
6,000 0.000334 % 45 636 $
MMZR Gestão de Recursos Ltda.
0.000103 %
1,848 0.000103 % 14 056 $
List of WALT DISNEY COMPANY (THE) shareholders

Company details: Walt Disney Company (The)

The Walt Disney Co.

500 South Buena Vista Street

91521-6205, Burbank

+818 560 1000

http://www.thewaltdisneycompany.com
address Walt Disney Company (The)(DIS)

Group companies: Walt Disney Company (The)

NameCategory and Sector
Broadcasting
Broadcasting
Movies/Entertainment
Movies/Entertainment
STAR US Holdings Subsidiary LLC
See all subsidiaries

Other Broadcasting

Change 5d. change 1-year change 3-years change Capi.($)
+0.15%+1.01%-9.42%+10.01% 188B
-0.51%-2.88%+0.43%+52.79% 23.12B
+0.40%+4.05%+13.42% - 7.53B
-1.32%-5.42%+43.24%+258.10% 5.68B
-1.04%-4.51%+98.72%+220.88% 4.62B
+1.39%+1.76%+14.34%+8.87% 4.14B
-0.74%-4.12% - - 3.37B
+0.20%-.--%+15.64%+5.19% 3.13B
+1.58%-2.64%-3.01%+40.00% 2.67B
+0.13%-3.07%+2.16%+2.43% 2.1B
Average +0.01%-0.94%+19.50%+74.78% 24.47B
Weighted average by Cap. +0.05%+1.21%-3.55%+24.62%
See all sector performances
Trader
Investor
Global
Quality
ESG MSCI
BBB
More Ratings
Sell
Consensus
Buy
Mean consensus
BUY
Number of Analysts
31
Last Close Price
105.47USD
Average target price
132.50USD
Spread / Average Target
+25.63%
Consensus

Quarterly revenue - Rate of surprise

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