Walt Disney Content Assets, Net decreased by 0.9% to $19.00B in Q1 2026 compared to the prior quarter. Year-over-year, this metric declined by 0.9%, from $19.18B to $19.00B. Over 5 years (FY 2020 to FY 2025), Content Assets, Net shows an upward trend with a 98.0% 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 | Q2 '26 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $1.10B | $15.33B | $16.62B | $18.24B | $20.32B | $21.75B | $22.67B | $23.59B | $22.00B | $21.59B | $20.96B | $20.66B | $20.66B | $20.03B | $19.81B | $19.43B | $19.18B | $19.16B | $19.16B | $19.00B |
| QoQ Change | — | >999% | +8.5% | +9.7% | +11.4% | +7.1% | +4.2% | +4.1% | -6.7% | -1.9% | -2.9% | -1.4% | -0.0% | -3.1% | -1.1% | -1.9% | -1.3% | -0.1% | +0.0% | -0.9% |
| YoY Change | — | — | — | — | >999% | +41.9% | +36.4% | +29.4% | +8.3% | -0.7% | -7.5% | -12.4% | -6.1% | -7.3% | -5.5% | -6.0% | -7.2% | -4.3% | -3.3% | -0.9% |