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Walt Disney DIS Merchandise licensing — Revenue

Other product segments

Subscription and affiliate fees
$10.58B+10.2%
Theme park admissions
$3.09B+5.9%
Advertising
$2.8B+1.7%
Resorts and vacations
$2.56B+8.7%
Retail and wholesale sales of merchandise, food and beverage
$2.44B+4.7%
Content Sales
$1.73B+4.9%
Other
$1.1B-4.9%

Similar metrics at other companies

Warner Music Group logo
WMGLicensing — Revenue
$104M-1.0%
Warner Music Group logo
WMGLicense — Proceeds From License Fees Received
$16.97K
Ralph Lauren logo
RLLicensing — Licenses Revenue
$44M-6.4%
Tapestry, Inc. logo
TPRLicensing Business — Percentage of revenue
1%0.0pp
Fox Corporation logo
FOXAContent and other — Revenue
$291M+9.8%
SharkNinja logo
SNRoyalty — Net Sales
$3.33M-30.5%

Other financials

Income statement

See full
Revenue$25.2B+6.6%
Net income$2.2B-31.4%
EPS (diluted)$1.27-29.8%

Balance sheet

See full
Cash & equivalents$5.8B-2.8%
Total debt$47.4B+12.1%
Total equity$108.71B-0.4%
Total assets$205.22B+4.4%

Valuation

See full
Market cap$180.41B+13.0%
Enterprise value$221.98B+13.2%
P/E13.7×-7.9×
P/S1.8×+0.2×

Profitability

See full
Net margin14.7%+6.3pp

Returns & leverage

See full
Return on equity13.4%+5.7pp
Debt / equity0.4×0.0×
Current ratio0.7×0.0×

Where this comes from

Reported directly by Walt Disney in its filing.

Tagged under the XBRL concept us-gaap:Revenues.

The official record: Walt Disney’s 10-Q, filed May 6, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is Walt Disney's merchandise licensing — revenue?
Walt Disney (DIS) reported merchandise licensing — revenue of $865M in Q1 2026.
How has Walt Disney's merchandise licensing — revenue changed year-over-year?
Walt Disney's merchandise licensing — revenue increased by 1.5% year-over-year, from $852M to $865M.
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 2.1% compound annual growth rate (CAGR), from $3.5B to $3.72B.
What does merchandise licensing — revenue mean?
Revenue earned from allowing other companies to sell products featuring the company's characters and brands.
How do you interpret merchandise licensing — revenue?
An increase suggests strong brand resonance and successful franchise management, while a decrease may indicate waning consumer interest in the underlying intellectual property.
How does merchandise licensing — revenue compare across companies?
Comparable to consumer product licensing revenue at other major media and entertainment conglomerates with significant intellectual property portfolios.