Comparing Revenue Stability: Netflix and Walt Disney’s Financial Trends

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Netflix and Walt Disney Revenue Comparison

As of Q4 2025, Netflix (NASDAQ: NFLX) reported a revenue of $12.1 billion, while Walt Disney (NYSE: DIS) generated $25.9 billion for the same period. Over the last eight quarters, Netflix has shown consistent revenue growth, achieving a net income margin of approximately 20%. In contrast, Disney’s revenue has fluctuated significantly, with a net income margin of around 9% as of Q4 2025.

For the most recent quarter, Q4 2024, Netflix earned $10.2 billion compared to Disney’s $24.7 billion, underscoring the volatility in Disney’s multiple revenue streams that include subscriptions, theme parks, and media advertising. Investors should monitor the revenue performance trends to see if the gap narrows in upcoming quarters.

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