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The themes Walt Disney is part of, the highest-graded companies in its industry, and the companies in its sector whose grade rose recently.
The theme it is part of
Highest-graded in Entertainment
Graded A or B and worth $2B or more: A first, then the largest.
TKOTKO Group Holdings, Inc.$37.6BA
FOXAFOX Corporation$28.7BA+
ROKURoku, Inc.$23.9BA
AMCAMC Entertainment Holdings, Inc.$3BA-
IMAXIMAX Corporation$2.7BA+
Grade rose recently in Communication Services
Rose to A or B on a filing in the last 90 days, worth $2B or more: largest first.
AMXAmerica Movil SAB DE CVOct 22, 2026BAGraded B, now A
LYVLive Nation Entertainment, Inc.Nov 5, 2026CBGraded C, now B- TKOTKO Group Holdings, Inc.Nov 4, 2026BAGraded B, now A
CHTRCharter Communications, Inc.Nov 6, 2026FBGraded F, now B
NXSTNexstar Media Group, Inc.Nov 5, 2026CAGraded C, now A
How it makes money
- Entertainment: streaming, television channels, and films and shows45%
- Sports: ESPN channels and streaming18%
- Experiences: parks, resorts, cruises, and consumer products39%
Shares of revenue are estimates for nine months ended June 27, 2026, not figures from a filing.
Competes with
What it sells6
Disney+ and Hulu
Streaming services with films and television programs. Hulu also sells a live television package and subscriptions or add-ons for some other services.
ESPN
Sports television channels and streaming plans carrying live games, sports news, and other sports programs.
ABC, Disney, FX, and National Geographic channels
Television channels that show news, entertainment, documentaries, and family programming to viewers and through television distributors.
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Films and television programs
Stories made by Disney studios, including Pixar, Marvel, Lucasfilm, and Walt Disney Pictures, shown in cinemas, on Disney services, or licensed to other distributors.
Disney parks, resorts, cruises, and vacations
Theme parks, hotels, cruise trips, vacation club stays, and guided tours, including Walt Disney World, Disneyland, and Disney Cruise Line.
Disney-branded consumer products
Toys, clothing, games, books, and other goods sold by Disney or made and sold by companies that pay to use Disney characters and brands.
Who buys it6
- People and families who pay for Disney+ or Hulu subscriptions, individually or in bundles.
- Sports viewers who subscribe to ESPN plans or watch ESPN through a television distributor.
- Cable, satellite, and other television distributors that pay fees to carry Disney and ESPN channels.
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- Advertisers that pay to reach viewers on Disney television channels and streaming services.
- Visitors who buy park tickets, hotel stays, cruise trips, vacation packages, food, and merchandise.
- Retailers, publishers, game makers, and manufacturers that buy Disney products or pay royalties to use its characters and brands.
What it stands on, and what could break it
What the business leans on
- 1The business depends on audiences wanting its films, shows, characters, and sports programming, and on Disney being able to protect and use the associated intellectual property.
- 2ESPN and other channels rely on sports and programming rights secured through contracts; those contracts can expire or become more costly.
- 3Television channels depend on cable, satellite, and other distributors carrying them under agreements that must be renewed.
- 4Parks, resorts, and cruises depend on visitor travel, available leisure spending, weather, and the safe operation of physical sites and ships.
- 5Many businesses depend on employees, including workers covered by union agreements and other collective bargaining arrangements.
- 6Disney’s streaming and advertising businesses use personal and viewing data and must comply with privacy, children’s data, broadcast, and content rules in the countries where they operate.
What could go wrong
- 1If viewers’ tastes shift or Disney’s films and programs do not attract audiences, the company may earn less from cinema releases, streaming subscriptions, advertising, licensing, and related merchandise.
- 2Disney must renew or replace important sports-rights and television-distribution contracts; losing rights or facing higher contract costs can affect ESPN and other channels.
- 3Lower visitor demand or disruptions to travel and park operations can reduce ticket, hotel, cruise, food, and merchandise revenue; the company identifies economic conditions and uncontrollable events as factors that can affect these businesses.
About Walt Disney Co
Disney creates and distributes films, television shows, news, and sports programming through cinemas, television channels, and streaming services such as Disney+, Hulu, and ESPN. It also earns money from theme park tickets, hotels, cruises, vacations, merchandise sales, and royalties when other companies use Disney characters and stories. In the quarter ended June 27, 2026, its reported global guests measure rose 4% (quarter ended June 27, 2026 versus the prior-year quarter, high), and attendance at its domestic parks rose 3% (quarter ended June 27, 2026 versus the prior-year quarter, high).
- Head office
- Burbank, California
- Founded
- 1923
- Employees
- 231,000 (fiscal year ended September 27, 2025, high)
- Listed on
- NYSE
- Financial year ends
- September 27, 2025
Built from Walt Disney Co’s own filings with the U.S. Securities and Exchange Commission (SEC). Figures are as reported, with per-share history restated onto today’s share basis. This describes a business — it is not investment advice and not a recommendation to buy or sell anything.