{
  "schema": "https://streamingbusinessreview.com/v1/schema/entity.json",
  "license": "CC BY 4.0",
  "slug": "disney",
  "type": "company",
  "name_jp": "ウォルト・ディズニー・カンパニー",
  "name_en": "The Walt Disney Company",
  "aliases": [
    "Disney",
    "ディズニー",
    "The Walt Disney Company",
    "Walt Disney",
    "DIS"
  ],
  "also_known_as": [],
  "website": "https://thewaltdisneycompany.com/",
  "summary": "米国の総合メディア・娯楽大手。映画・テレビ（スタジオ）、テーマパーク（Experiences）、スポーツ（ESPN）に加え、Disney+ と Hulu を中核とする DTC（直販ストリーミング）を展開する。DTC は赤字先行のフェーズを脱し、2026 年に営業利益率が初めて二桁に乗るなど収益化が進んでいる。",
  "profile": {
    "founded_year": 1923,
    "headquarters": "米国 カリフォルニア州バーバンク",
    "ceo": "Josh D'Amaro",
    "ticker": "DIS"
  },
  "kpis": [
    {
      "label": "DTC (Disney+/Hulu) operating income",
      "value": "$582M",
      "delta": "+88% YoY",
      "delta_dir": "pos",
      "period": "FQ2 2026",
      "source": {
        "status": "disclosed",
        "ref": "Variety（Disney Q2 2026 earnings）",
        "url": "https://variety.com/2026/tv/news/disney-q2-2026-earnings-josh-damaro-streaming-income-1236738974/",
        "note": "営業利益率 10.6%、エンタメ配信で初の二桁マージン。"
      }
    },
    {
      "label": "DTC (Disney+/Hulu) revenue",
      "value": "$5.49B",
      "delta": "+13% YoY",
      "delta_dir": "pos",
      "period": "FQ2 2026",
      "source": {
        "status": "disclosed",
        "ref": "Variety（Disney Q2 2026 earnings）",
        "url": "https://variety.com/2026/tv/news/disney-q2-2026-earnings-josh-damaro-streaming-income-1236738974/"
      }
    },
    {
      "label": "Total revenue",
      "value": "$25.17B",
      "delta": "+7% YoY",
      "delta_dir": "pos",
      "period": "FQ2 2026",
      "source": {
        "status": "disclosed",
        "ref": "Variety（Disney Q2 2026 earnings）",
        "url": "https://variety.com/2026/tv/news/disney-q2-2026-earnings-josh-damaro-streaming-income-1236738974/"
      }
    }
  ],
  "sparkline": null,
  "geographic": null,
  "mentions_count": 6,
  "co_occurrences": [
    {
      "slug": "netflix-inc",
      "count": 2
    },
    {
      "slug": "disney-plus",
      "count": 2
    },
    {
      "slug": "paramount-skydance",
      "count": 2
    },
    {
      "slug": "prime-video",
      "count": 1
    },
    {
      "slug": "warner-bros-discovery",
      "count": 1
    },
    {
      "slug": "media-partners-asia",
      "count": 1
    },
    {
      "slug": "jiohotstar",
      "count": 1
    },
    {
      "slug": "reliance-industries",
      "count": 1
    },
    {
      "slug": "stephan-bugaj",
      "count": 1
    },
    {
      "slug": "minimax",
      "count": 1
    },
    {
      "slug": "generative-ai-copyright",
      "count": 1
    },
    {
      "slug": "video-codec",
      "count": 1
    }
  ],
  "mentions": [
    {
      "slug": "apos-2026-asian-ip-global-asset",
      "title_jp": "4 大ストリーマー、アジア IP を「世界商品」に格上げ — APOS 2026 が映す現地戦略の転換",
      "title_en": "At APOS 2026, the Big Four Streamers Recast Asian Content From Local Play to Global Asset",
      "category": "strategy",
      "published_at": "2026-06-18T00:00:00.000Z",
      "url": "https://streamingbusinessreview.com/articles/apos-2026-asian-ip-global-asset/"
    },
    {
      "slug": "disney-plus-interactive-ad-formats",
      "title_jp": "Disney+、対話型広告4種を自社基盤 DXC で本格展開 — 広告を『中断』から『参加』へ作り替える",
      "title_en": "Disney+ Scales Four Interactive Ad Formats on Its In-House DXC Platform, Reframing Ads from Interruption to Engagement",
      "category": "ad",
      "published_at": "2026-06-09T00:00:00.000Z",
      "url": "https://streamingbusinessreview.com/articles/disney-plus-interactive-ad-formats/"
    },
    {
      "slug": "jiohotstar-genai-content-division",
      "title_jp": "JioHotstar、生成 AI コンテンツ部門を新設 — 75 職を採用し『AI 内製』に賭ける",
      "title_en": "JioHotstar Builds a Generative-AI Content Division, Hiring 75+ to Bet on In-House AI",
      "category": "strategy",
      "published_at": "2026-06-03T00:00:00.000Z",
      "url": "https://streamingbusinessreview.com/articles/jiohotstar-genai-content-division/"
    },
    {
      "slug": "disney-minimax-hailuo-ai-copyright-ruling",
      "title_jp": "米裁判所、Disney らの対 MiniMax 著作権訴訟を本訴へ — 生成 AI の『出力』侵害が問われる",
      "title_en": "Court Lets Disney-Led Suit Against China's MiniMax (Hailuo AI) Proceed, Putting AI Output Infringement on Trial",
      "category": "regulation",
      "published_at": "2026-05-26T00:00:00.000Z",
      "url": "https://streamingbusinessreview.com/articles/disney-minimax-hailuo-ai-copyright-ruling/"
    },
    {
      "slug": "disney-fq2-2026-streaming-double-digit-margin",
      "title_jp": "Disney FQ2、ストリーミング営業益が初の二桁マージン — DTC は『黒字化』から『利益拡大』へ",
      "title_en": "Disney FQ2 2026: Streaming Hits Its First Double-Digit Operating Margin as DTC Shifts From Breakeven to Scale",
      "category": "strategy",
      "published_at": "2026-05-06T00:00:00.000Z",
      "url": "https://streamingbusinessreview.com/articles/disney-fq2-2026-streaming-double-digit-margin/"
    },
    {
      "slug": "streaming-codec-economics-av1-av2",
      "title_jp": "DTC 黒字化の裏で進む『配信原価』の最適化 — AV1 は臨界点、AV2 確定、しかし動機はコスト削減から画質・到達へ",
      "title_en": "The Delivery-Cost Engineering Behind DTC Profitability: AV1 at Critical Mass, AV2 Finalized, but the Driver Shifts From Bandwidth to Reach and Quality",
      "category": "tech",
      "published_at": "2026-05-05T00:00:00.000Z",
      "url": "https://streamingbusinessreview.com/articles/streaming-codec-economics-av1-av2/"
    }
  ],
  "permalinks": {
    "page": "https://streamingbusinessreview.com/entities/disney/",
    "graph": "https://streamingbusinessreview.com/graph/disney/",
    "feed": "https://streamingbusinessreview.com/feeds/entity/disney.xml"
  }
}