Discontinued — last reported Q4 '25
Content Assets, Net
Walt Disney Content Assets, Net decreased by 41.4% to $19.00B in Q1 2026 compared to the prior quarter. Year-over-year, this metric declined by 42.5%, from $33.03B to $19.00B. Over 5 years (FY 2020 to FY 2025), Content Assets, Net shows an upward trend with a 3.5% CAGR. This decline may warrant attention — for this metric, higher values are generally preferred.
Analysis
How to read this metric
An increase reflects continued investment in content creation, while a decrease relative to revenue may suggest a shift in amortization policy or reduced production output.
Detailed definition
This represents the capitalized costs of producing or acquiring content, net of accumulated amortization. It reflects th...
Peer comparison
Comparable to capitalized software or R&D assets in other industries, representing long-term value creation through intangible investments.
content_assets_netHistorical Data
| Q2 '21 | Q3 '21 | Q4 '21 | Q1 '22 | Q2 '22 | Q3 '22 | Q4 '22 | Q1 '23 | Q2 '23 | Q3 '23 | Q4 '23 | Q1 '24 | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q1 '26 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $31.73B | $31.79B | $34.15B | $35.98B | $37.67B | $37.57B | $38.82B | $36.98B | $36.59B | $34.13B | $34.51B | $34.79B | $34.41B | $33.66B | $32.88B | $33.03B | $33.39B | $32.45B | $19.00B |
| QoQ Change | — | +0.2% | +7.4% | +5.4% | +4.7% | -0.3% | +3.3% | -4.8% | -1.0% | -6.7% | +1.1% | +0.8% | -1.1% | -2.2% | -2.3% | +0.5% | +1.1% | -2.8% | -41.4% |
| YoY Change | — | — | — | — | +18.7% | +18.2% | +13.7% | +2.8% | -2.9% | -9.1% | -11.1% | -5.9% | -6.0% | -1.4% | -4.7% | -5.1% | -3.0% | -3.6% | -42.5% |
Content Assets, Net at Other Companies
Frequently Asked Questions
- What is Walt Disney's content assets, net?
- Walt Disney (DIS) reported content assets, net of $19.00B in Q1 2026.
- How has Walt Disney's content assets, net changed year-over-year?
- Walt Disney's content assets, net decreased by 42.5% year-over-year, from $33.03B to $19.00B.
- What is the long-term trend for Walt Disney's content assets, net?
- Over 5 years (2020 to 2025), Walt Disney's content assets, net has grown at a 3.5% compound annual growth rate (CAGR), from $27.35B to $32.45B.
- What does content assets, net mean?
- The net value of the company's investment in its film and television content library.