Disney is moving away from traditional all-inclusive cable bundles, now offering distributors smaller packages of linear networks combined with its DTC streaming services.
Filing excerpt
For example, the terms of certain renewals of carriage agreements have included fewer of our linear networks or the opportunity to offer multiple genre-specific bundle options of fewer than all our linear networks while providing for certain of our direct-to-consumer (DTC) streaming services to be made available to the distributor’s subscribers.
What this signalsFilings often name leadership changes, deals and spending plans.
Technologies
sec-10qrecurringRevenueShiftGet every 10-Q signal for Disney and the companies you sell to, in the tools you already use.
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This page shows a preview. The full sec-10q record in the Signal API and MCP can also have these 8 fields. Some fields are empty for some signals.
Company
linkedin_urlValue in the APIindustriesValue in the APIemployee_count_lowValue in the APIemployee_count_highValue in the APIrevenueValue in the APIdescriptionValue in the APISignal
signal_nameValue in the APIassociationValue in the APIGET /v1/signals/d6aad34e-cc0a-42bc-93ec-56a3c57bff1c returns this record as JSON. POST /v1/companies/enrich returns every signal for thewaltdisneycompany.com.
{
"signal_id": "d6aad34e-cc0a-42bc-93ec-56a3c57bff1c",
"signal_type": "sec-10q",
"signal_subtype": "recurringRevenueShift",
"detected_at": "2026-05-12T09:24:56.008+00:00",
"company": {
"name": "Disney",
"domain": "thewaltdisneycompany.com"
},
"data": {
"detail": "Disney is moving away from traditional all-inclusive cable bundles, now offering distributors smaller packages of linear networks combined with its DTC streaming services. This strategic shift creates operational complexity in managing hybrid revenue models and subscriber access, opening opportunities for vendors specializing in subscription management, billing platforms, and customer data integration.",
"metrics": {
"timeframe": "current_year"
},
"summary": "Disney alters content distribution, bundling DTC streaming into carriage renewals",
"excerpts": "For example, the terms of certain renewals of carriage agreements have included fewer of our linear networks or the opportunity to offer multiple genre-specific bundle options of fewer than all our linear networks while providing for certain of our direct-to-consumer (DTC) streaming services to be made available to the distributor’s subscribers.",
"relevance": 0.75,
"sentiment": "neutral",
"confidence": "high",
"source_url": "https://www.sec.gov/Archives/edgar/data/1744489/000174448926000037/dis-20260328.htm",
"filing_date": "2026-05-06",
"filing_year": 2026,
"fiscal_year": 0,
"fiscal_year_end": "03/28",
"sales_relevance": "Billing/subscription tools",
"signal_category": "revenue",
"technologies_mentioned": [
"direct-to-consumer (DTC) streaming"
]
}
}
curl https://signals.autobound.ai/v1/signals/d6aad34e-cc0a-42bc-93ec-56a3c57bff1c \
-H "X-API-KEY: $AUTOBOUND_API_KEY"curl -X POST https://signals.autobound.ai/v1/companies/enrich \
-H "X-API-KEY: $AUTOBOUND_API_KEY" \
-H "Content-Type: application/json" \
-d '{"domain":"thewaltdisneycompany.com","limit":20}'Long text fields are shortened on this page.
Looking up one signal by its id is free. Enrich costs 2 credits per signal returned; a call with no results is free.