Disney Revenue Rises But Net Income Falls Amid Shift to Digital Monetization

The Walt Disney Company has reported its fiscal third-quarter 2026 results, showing revenue of US$25,248 million. Despite this increase in revenue, net income fell to US$2,638 million.

Disney has also appointed Andy Shu as the director and head of commerce for Disney+ Asia Pacific, relocating him to Tokyo. This move highlights Disney's focus on tightening digital monetization while its Experiences and direct-to-consumer businesses evolve together.

The company's narrative projects $112.8 billion revenue and $13.1 billion earnings by 2029, requiring a 5.1% yearly revenue growth and about a $1.9 billion earnings increase from $11.2 billion today.