DIS · 8-K · 20260805PR000056

Advertising Demand Trends

Walt Disney Co · 2026-08-05 · Importance 49 · Surprise 32

Entertainment SVOD advertising revenue increased 3% year over year, but management said continued marketplace supply growth created a softer overall demand environment than in fiscal Q2. Domestic SVOD advertising conditions were described as softer than expected and are expected to affect fourth-quarter Entertainment results. In the SVOD detail, higher impressions contributed 8% growth in advertising revenue, partly offset by a 4% decline in rates. Entertainment advertising revenue also reflected a 4% decline in rates, partly offset by higher impressions.

Key facts

• Entertainment SVOD advertising revenue change: increase of 8% from more impressions partially offset by a decrease of 4% from lower rates. source