DIS · 10-Q · 2026Q2 · Full report

Theatrical Content Performance

Walt Disney Co · 2026-08-05 · Importance 42 · Surprise 40

Entertainment content sales increased 8% in the nine-month period, primarily because theatrical distribution revenue rose 11%. Current-period theatrical performance benefited from Zootopia 2, Avatar: Fire and Ash, The Devil Wears Prada 2, Toy Story 5, Hoppers and The Mandalorian and Grogu. This growth was partially offset by a 5% decline in TV/VOD and home entertainment distribution revenue. The quarter separately experienced a 6% decline in content sales, including an 8% decrease in TV/VOD and home entertainment distribution revenue.