Products & Services · Revenue

Merchandise licensing — Revenue

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.

Analysis

StatementSegment
CategoryGrowth
SignalHigher is better
VolatilityModerate
First reportedQ4 2017
Last reportedQ1 2026
Rolls up toTotal Revenue

How to read this metric

An increase suggests strong brand resonance and successful franchise management, while a decrease may indicate waning consumer interest in the underlying intellectual property.

Detailed definition

This metric represents the total revenue generated from granting third parties the rights to use intellectual property,...

Peer comparison

Comparable to consumer product licensing revenue at other major media and entertainment conglomerates with significant intellectual property portfolios.

Metric ID: dis_segment_merchandise_licensing_revenues

Historical Data

16 periods
 Q2 '21Q3 '21Q3 '22Q4 '22Q1 '23Q2 '23Q3 '23Q4 '23Q1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q1 '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%
Range$772.00M$1.16B
CAGR-6.1%
Avg YoY Growth+0.6%
Median YoY Growth+1.4%

Frequently Asked Questions

What is Walt Disney's merchandise licensing — revenue?
Walt Disney (DIS) reported merchandise licensing — revenue of $865.00M in Q1 2026.
How has Walt Disney's merchandise licensing — revenue changed year-over-year?
Walt Disney's merchandise licensing — revenue decreased by 1.1% year-over-year, from $875.00M to $865.00M.
What is the long-term trend for Walt Disney's merchandise licensing — revenue?
Over 3 years (2021 to 2025), Walt Disney's merchandise licensing — revenue has grown at a 1.4% compound annual growth rate (CAGR), from $3.80B to $3.96B.
What does merchandise licensing — revenue mean?
Revenue earned from allowing other companies to sell products featuring the company's characters and brands.