Deferred Revenue
Walt Disney Deferred Revenue increased by 20.7% to $6.87B in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 11.7%, from $6.15B to $6.87B. Over 5 years (FY 2020 to FY 2025), Deferred Revenue shows an upward trend with a 8.1% CAGR. This is a positive signal — higher values indicate stronger performance for this metric.
Analysis
How to read this metric
An increase suggests strong future demand and successful pre-selling of services, while a decrease may indicate slowing sales or a shift in the timing of revenue recognition.
Detailed definition
This represents the portion of payments received from customers for goods or services that have not yet been delivered o...
Peer comparison
Common across subscription-based media and streaming services, where it is a primary indicator of recurring revenue health.
deferred_revenue_currentHistorical Data
| 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 | $4.06B | $4.07B | $4.28B | $4.26B | $4.06B | $5.53B | $5.39B | $5.75B | $5.87B | $5.57B | $5.64B | $6.16B | $5.81B | $5.59B | $6.05B | $6.35B | $6.15B | $5.69B | $5.69B | $6.87B |
| QoQ Change | — | +0.1% | +5.2% | -0.5% | -4.6% | +36.2% | -2.5% | +6.6% | +2.1% | -5.2% | +1.3% | +9.1% | -5.7% | -3.8% | +8.3% | +4.9% | -3.2% | -7.4% | +0.0% | +20.7% |
| YoY Change | — | — | — | — | -0.0% | +36.0% | +26.0% | +35.1% | +44.6% | +0.7% | +4.6% | +7.1% | -1.1% | +0.3% | +7.3% | +3.1% | +5.8% | +1.8% | -6.0% | +11.7% |
Deferred Revenue at Other Companies
Frequently Asked Questions
- What is Walt Disney's deferred revenue?
- Walt Disney (DIS) reported deferred revenue of $6.87B in Q1 2026.
- How has Walt Disney's deferred revenue changed year-over-year?
- Walt Disney's deferred revenue increased by 11.7% year-over-year, from $6.15B to $6.87B.
- What is the long-term trend for Walt Disney's deferred revenue?
- Over 5 years (2020 to 2025), Walt Disney's deferred revenue has grown at a 8.1% compound annual growth rate (CAGR), from $3.85B to $5.69B.
- What does deferred revenue mean?
- Money collected from customers for services or products that have not yet been provided.