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Disney10-Q: AI investment

Disney identifies AI tools as a key threat for creating infringing works from its IP.

What happened

The company explicitly states that the availability of certain AI tools has made it easier to create infringing works based on its intellectual property. This creates a significant business pain point, increasing costs and potentially reducing revenue, suggesting a need for investment in AI-powered content protection and anti-piracy solutions.

Source

SEC EDGARMay 6, 2026

Quarterly report (Form 10-Q)

Disney 10-Q

Filing excerpt

Further, the availability of certain AI tools has facilitated the creation of infringing works based on the unauthorized use of our IP.

sec.gov/Archives/edgar/data/1744489/000174448926000037/dis-20260328.htmRead the full source

Other signals in this filing (9)

Extracted by Autobound

From the Signal API record
Signal
10-Q: AI investment

What this signalsFilings often name leadership changes, deals and spending plans.

Fiscal year end
03/28
Filed
May 6, 2026

More 10-Q signals at other companies

The full record

From the Signal API record

Details

CIK
1744489
Accession number
0001744489-26-000037
Timeframe
Current year
Filing year
2026
Fiscal year
0
Why it matters
Target for AI vendors
Signal category
Technology

Topics and mentions

Technologies

  • AI
  • generative AI

Extraction

Confidence
High
Relevance
80%
Sentiment
Negative
Detected
May 12, 2026
signal_type
sec-10q
signal_subtype
aiInvestment

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The API returns more than this page shows

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 API
  • industriesValue in the API
  • employee_count_lowValue in the API
  • employee_count_highValue in the API
  • revenueValue in the API
  • descriptionValue in the API

Signal

  • signal_nameValue in the API
  • associationValue in the API
Show the full JSONThe record on this page and the API request

GET /v1/signals/976947ac-e8cf-48f4-b60b-76978600efd8 returns this record as JSON. POST /v1/companies/enrich returns every signal for thewaltdisneycompany.com.

{
  "signal_id": "976947ac-e8cf-48f4-b60b-76978600efd8",
  "signal_type": "sec-10q",
  "signal_subtype": "aiInvestment",
  "detected_at": "2026-05-12T09:24:57.719+00:00",
  "company": {
    "name": "Disney",
    "domain": "thewaltdisneycompany.com"
  },
  "data": {
    "detail": "The company explicitly states that the availability of certain AI tools has made it easier to create infringing works based on its intellectual property. This creates a significant business pain point, increasing costs and potentially reducing revenue, suggesting a need for investment in AI-powered content protection and anti-piracy solutions.",
    "metrics": {
      "timeframe": "current_year"
    },
    "summary": "Disney identifies AI tools as a key threat for creating infringing works from its IP.",
    "excerpts": "Further, the availability of certain AI tools has facilitated the creation of infringing works based on the unauthorized use of our IP.",
    "relevance": 0.8,
    "sentiment": "negative",
    "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": "Target for AI vendors",
    "signal_category": "technology",
    "technologies_mentioned": [
      "AI",
      "generative AI"
    ]
  }
}

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