Disney Loses Title as World's Largest Media Company
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Mar 11 2026
0mins
Source: Fool
- Revenue Comparison: In 2025, Disney reported total revenue of $94.4 billion, with media revenue at $60.1 billion, while YouTube's revenue reached $62 billion, indicating a decline in Disney's competitive edge in the media sector.
- User Growth: YouTube's viewership exceeds 1 billion hours daily, with paid subscribers surpassing 325 million, showcasing its strong performance in user attraction and revenue diversification, further solidifying its market position.
- Profitability Improvement: Despite Disney's revenue growth of only 3%, earnings per share surged by 152% to $6.85, reflecting the company's success in cost control and spending discipline, although its stock price remains flat.
- Market Trend Impact: Disney's traditional broadcast and cable television businesses continue to decline, and despite efforts like acquiring Hulu and launching Disney+, its revenue still heavily relies on legacy media, posing greater challenges ahead.
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Analyst Views on DIS
Wall Street analysts forecast DIS stock price to rise
19 Analyst Rating
16 Buy
3 Hold
0 Sell
Strong Buy
Current: 101.690
Low
123.00
Averages
137.29
High
152.00
Current: 101.690
Low
123.00
Averages
137.29
High
152.00
About DIS
The Walt Disney Company is a diversified worldwide entertainment company. The Company's segments include Entertainment, Sports and Experiences. The Entertainment segment generally encompasses its non-sports focused global film and episodic content production and distribution activities. The lines of business within the Entertainment segment along with their business activities include Linear Networks, Direct-to-Consumer, and Content Sales/Licensing. The Sports segment encompasses its sports-focused global television and direct-to-consumer (DTC) video streaming content production and distribution activities. The lines of business within the Sports segment include ESPN and Star. The Experiences segment includes Parks and Experiences and Consumer Products. Parks and Experiences consists of Walt Disney World Resort in Florida, Disneyland Resort in California, Disney Cruise Line, and others. Consumer Products includes licensing of its trade names, characters, visual, literary and other IP.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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