Walt Disney Merchandise licensing — Revenue decreased by 23.9% to $865.00M in Q1 2026 compared to the prior quarter. Year-over-year, this metric declined by 1.1%, from $875.00M to $865.00M. Over 3 years (FY 2021 to FY 2025), Merchandise licensing — Revenue shows relatively stable performance with a 1.4% CAGR. This decline may warrant attention — for this metric, higher values are generally preferred.
An increase suggests strong brand resonance and successful franchise management, while a decrease may indicate waning consumer interest in the underlying intellectual property.
This metric represents the total revenue generated from granting third parties the rights to use intellectual property,...
Comparable to consumer product licensing revenue at other major media and entertainment conglomerates with significant intellectual property portfolios.
dis_segment_merchandise_licensing_revenues| Q2 '21 | Q3 '21 | 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 | $1.10B | $1.12B | $1.14B | $772.00M | $876.00M | $1.14B | $1.16B | $788.00M | $845.00M | $1.16B | $1.09B | $852.00M | $875.00M | $1.09B | $1.14B | $865.00M |
| QoQ Change | — | +2.2% | +2.1% | -32.5% | +13.5% | +30.5% | +1.4% | -32.0% | +7.2% | +37.2% | -5.8% | -22.0% | +2.7% | +24.8% | +4.1% | -23.9% |
| YoY Change | — | — | +2.1% | — | — | — | +1.4% | +2.1% | -3.5% | +1.4% | -5.8% | +8.1% | +3.6% | -5.8% | +4.1% | -1.1% |