Walt Disney Subscription and affiliate fees — Revenue increased by 7.8% to $10.58B in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 10.2%, from $9.61B to $10.58B. This is a positive signal — higher values indicate stronger performance for this metric.
An increase suggests growth in the subscriber base or successful negotiation of higher carriage rates with distributors, while a decrease may indicate cord-cutting trends or loss of subscriber momentum.
This metric represents the recurring revenue generated from subscription-based streaming services and contractual affili...
Comparable to 'Subscription Revenue' or 'Affiliate Revenue' reported by other major media and entertainment conglomerates with hybrid streaming and linear television business models.
dis_segment_subscription_and_affiliate_fees_revenues| Q4 '22 | Q1 '23 | Q2 '23 | Q3 '23 | Q3 '24 | Q1 '25 | Q3 '25 | Q1 '26 | |
|---|---|---|---|---|---|---|---|---|
| Value | $8.70B | $8.70B | $8.70B | $8.70B | $9.46B | $9.61B | $9.82B | $10.58B |
| QoQ Change | — | +0.0% | +0.0% | +0.0% | +8.7% | +1.6% | +2.2% | +7.8% |
| YoY Change | — | — | — | — | +8.7% | — | +3.8% | +10.2% |