Walt Disney Deferred Revenue increased by 12.2% to $6.87B in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 11.7%, from $6.15B to $6.87B. Over 5 years (FY 2020 to FY 2025), Deferred Revenue shows an upward trend with a 9.7% CAGR. This is a positive signal — higher values indicate stronger performance for this metric.
An increase is generally positive, signaling strong future demand and cash collection, while a decrease indicates the fulfillment of obligations.
This represents payments received from customers for goods or services that have not yet been delivered or performed. It...
Common in subscription and long-term contract businesses; highly indicative of future revenue visibility.
deferred_revenue_current| 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 | Q4 '25 | Q2 '26 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $4.06B | $4.07B | $4.28B | $4.26B | $4.06B | $5.53B | $5.39B | $5.75B | $5.87B | $5.57B | $5.64B | $6.16B | $5.81B | $5.59B | $6.05B | $6.35B | $6.15B | $5.69B | $6.12B | $6.87B |
| QoQ Change | — | +0.1% | +5.2% | -0.5% | -4.6% | +36.2% | -2.5% | +6.6% | +2.1% | -5.2% | +1.3% | +9.1% | -5.7% | -3.8% | +8.3% | +4.9% | -3.2% | -7.4% | +7.6% | +12.2% |
| YoY Change | — | — | — | — | -0.0% | +36.0% | +26.0% | +35.1% | +44.6% | +0.7% | +4.6% | +7.1% | -1.1% | +0.3% | +7.3% | +3.1% | +5.8% | +1.8% | +1.2% | +11.7% |