Discontinued — last reported Q1 '22
Walt Disney Content Assets, Net decreased by 2.8% to $32.45B in Q4 2025 compared to the prior quarter. Year-over-year, this metric declined by 3.6%, from $33.66B to $32.45B. Over 5 years (FY 2020 to FY 2025), Content Assets, Net shows an upward trend with a 4.2% CAGR. This decline may warrant attention — for this metric, higher values are generally preferred.
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.
This represents the capitalized costs of producing or acquiring content, net of accumulated amortization. It reflects th...
Comparable to capitalized software or R&D assets in other industries, representing long-term value creation through intangible investments.
content_assets_net| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $30.26B | $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 |
| QoQ Change | — | +4.9% | +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% |
| YoY Change | — | — | — | — | +18.9% | +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% |
We use cookies for analytics. See our Privacy and Cookie Policy.