Service blackouts with major distributors like Comcast Xfinity and YouTube TV highlight intense pressure in programming contract negotiations. This creates revenue risk and operational disruption, pushing Disney to find more favorable distribution models or technology.
Filing excerpt
Renewal negotiations with certain MVPDs and other distributors for contracts scheduled to expire in fiscal 2026 could lead to temporary or longer-term service blackouts, negatively impacting our results of operations.
What this signalsFilings often name leadership changes, deals and spending plans.
Technologies
Competitors
sec-10qpricingPressureGet 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/69f3e715-77c6-403e-8d32-94afabf29743 returns this record as JSON. POST /v1/companies/enrich returns every signal for thewaltdisneycompany.com.
{
"signal_id": "69f3e715-77c6-403e-8d32-94afabf29743",
"signal_type": "sec-10q",
"signal_subtype": "pricingPressure",
"detected_at": "2026-08-11T08:06:36.186+00:00",
"company": {
"name": "Disney",
"domain": "thewaltdisneycompany.com"
},
"data": {
"detail": "Service blackouts with major distributors like Comcast Xfinity and YouTube TV highlight intense pressure in programming contract negotiations. This creates revenue risk and operational disruption, pushing Disney to find more favorable distribution models or technology.",
"metrics": {
"timeframe": "current_year"
},
"summary": "Disney faces distribution blackouts with Comcast and YouTube TV amid difficult contract renewals.",
"excerpts": "Renewal negotiations with certain MVPDs and other distributors for contracts scheduled to expire in fiscal 2026 could lead to temporary or longer-term service blackouts, negatively impacting our results of operations.",
"relevance": 0.9,
"sentiment": "negative",
"confidence": "high",
"source_url": "https://www.sec.gov/Archives/edgar/data/1744489/000174448926000057/dis-20260627.htm",
"filing_date": "2026-08-05",
"filing_year": 2026,
"fiscal_year": 0,
"fiscal_year_end": "06/27",
"sales_relevance": "Cost optimization needed",
"signal_category": "market",
"competitors_mentioned": [
"Comcast Xfinity",
"YouTube TV"
],
"technologies_mentioned": [
"direct-to-consumer (DTC) streaming services",
"linear networks"
]
}
}
curl https://signals.autobound.ai/v1/signals/69f3e715-77c6-403e-8d32-94afabf29743 \
-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.