Renewals of carriage agreements are including fewer linear networks in favor of making DTC streaming services available to distributors' subscribers. This creates pressure to optimize the DTC platform, manage subscriber data, and develop new digital-first marketing and revenue models.
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-10qchannelShiftGet every 10-Q signal for Disney and the companies you sell to, in the tools you already use.
Connect Autobound to Claude, Claude Code or Cursor with MCP. Then ask: “What changed at Disney this week?”
The Signal API returns 10-Q signals for any list of companies as JSON, for your CRM, warehouse or app.
Sign up and spend your free credits on the companies you sell to.
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/6cddcac1-e210-42d1-af30-4c671c496d21 returns this record as JSON. POST /v1/companies/enrich returns every signal for thewaltdisneycompany.com.
{
"signal_id": "6cddcac1-e210-42d1-af30-4c671c496d21",
"signal_type": "sec-10q",
"signal_subtype": "channelShift",
"detected_at": "2026-05-12T09:24:58.363+00:00",
"company": {
"name": "Disney",
"domain": "thewaltdisneycompany.com"
},
"data": {
"detail": "Renewals of carriage agreements are including fewer linear networks in favor of making DTC streaming services available to distributors' subscribers. This creates pressure to optimize the DTC platform, manage subscriber data, and develop new digital-first marketing and revenue models.",
"summary": "Disney is shifting from linear networks to DTC streaming in new carriage agreements.",
"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": 0.8,
"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": "New channel tools needed",
"signal_category": "market",
"technologies_mentioned": [
"streaming",
"DTC"
]
}
}
curl https://signals.autobound.ai/v1/signals/6cddcac1-e210-42d1-af30-4c671c496d21 \
-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.