Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Prev close 106.39 · gapped above the open, then crossed back over prior close. High/low 108.56 at 9:00 am ET, 105.99 at 4:00 pm ET.
Each disclosed tie as a share of both companies’ annual revenue. The bigger share is the side that would feel it if the relationship ended.
| Partner | % of their revenue | % of DIS revenue | Skew |
|---|---|---|---|
| CRWSCrown Crafts Inc | 23.00% | 0.02% | 1,148× |
| GLOBGlobant S.A. | 8.70% | 0.23% | 38× |
Sources
sec edgar · verbatim disclosureEach tie, with the sentence that disclosed it. Open a row for the wording and the filing it came from.
“The increase in revenue during the year ended December 31, 2025, as compared to the prior year, was primarily attributable to the execution of a new long-term license agreement with Disney in the fourth quarter of 2025, partially offset by a multi-year license agreement with Amazon in the fourth quarter of 2024.”
FILING10-K0001193125-26-076549cik 0001803696disclosed by ADEA
“Sales of licensed products represented 52% of the Company's gross sales in fiscal year 2026, which included 23% of gross sales associated with the Company's license agreements with Disney.”
$19M relationship1,148× more of CRWS’s book than DIS’s
basisCRWS fy2026 · closed 2026-03 $82MDIS fy2025 · closed 2025-09 $94.4B
The two fiscal years close in different months, so the derived share compares periods that do not line up exactly.
FILING10-K0001437749-26-021496cik 0000025895disclosed by CRWS
“In addition, our SuperPlay studio entered into a licensed collaboration with Disney, pursuant to which it launched our Disney Solitaire game, based on Disney intellectual property, in April 2025.”
FILING10-K0001828016-26-000010cik 0001828016disclosed by PLTK
“During the years ended December 31, 2025, 2024 and 2023, our largest customer based on revenues, The Walt Disney Company, accounted for 8.7% of our revenues in each such year.”
$214M relationship38× more of GLOB’s book than DIS’s
basisGLOB fy2025 · closed 2025-12 $2.5BDIS fy2025 · closed 2025-09 $94.4B
The two fiscal years close in different months, so the derived share compares periods that do not line up exactly.
FILING20-F0001628280-26-012910cik 0001557860disclosed by GLOB
“During the year ended December 31, 2025, films licensed from our seven largest movie studio distributors based on revenues accounted for approximately 83% of our U.S. admissions revenues, which consisted of Disney, Warner Bros., Universal, Sony, Paramount, 20th Century Studios, and Lionsgate Films.”
FILING10-K0001411579-26-000016cik 0001411579disclosed by AMC
“● CTV : Amazon, Netflix, Disney+, Hulu and Roku”
FILING10-K0001104659-26-020499cik 0001819928disclosed by DV
“Mattel continues to build upon its strong licensed doll partnerships with Disney for the Disney Princess and Disney Frozen product lines and expects to launch its KPop Demon Hunters dolls line for Netflix in Spring of 2026.”
FILING10-K0001628280-26-010716cik 0000063276disclosed by MAT
“The Meli+ Total tier includes all such benefits and also provides free access to Disney+, as well as discounts on other streaming platforms, such as HBO Max and Paramount+.”
FILING10-K0001099590-26-000006cik 0001099590disclosed by MELI
“Twentieth Century Fox/Disney (at least 2025)”
FILING10-K0000929351-25-000038cik 0000929351disclosed by STRZ
“We also have licensing agreements with NFL, Disney Consumer Products, Peanuts Worldwide, NBC Universal, Warner Brothers, and NCAA (collegiate).”
FILING10-K0001628280-26-021640cik 0001495320disclosed by VRA
“Reinvigorating licensing by expanding into new partnerships across toys, gaming and experiences and by strengthening existing partnerships with key partners, including the extension of our agreement with The Walt Disney Company.”
FILING10-K0000046080-26-000011cik 0000046080disclosed by HAS
“Moreover, while we have separate licensing arrangements with Disney, LucasFilm and Marvel, these parties are all under common ownership by Disney and collectively these licensors accounted for approximately 28%, 32% and 38% of our sales for the years ended December 31, 2025, 2024 and 2023, respectively.”
FILING10-K0001704711-26-000020cik 0001704711disclosed by FNKO
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Walt Disney Co
Price, suppliers and customers from SEC filings, institutional ownership and the next report.
NYSE · Services-Miscellaneous Amusement & Recreation
Walt Disney Co has 3 disclosed suppliers and 9 disclosed customers. Each one is named in an SEC filing, either Walt Disney Co’s own annual report or the counterparty’s, and carries the sentence that discloses it.
DIS (Walt Disney Co) has 3 disclosed suppliers and 9 disclosed customers, strongest disclosure first.
Suppliers:
Customers:
Select a tie for the filing sentence that discloses it; select again to open the company. Lines are disclosed suppliers and customers, coloured by industry; the closer to the centre, the more the filings disclose. A dot is green or red by today’s move. Extended: satellites hang off single companies, not bundled sectors.
Largest move on the map today: VRA +41.45%, in industrials & materials.