Netflix vs. Walt Disney: Revenue Insights
Walt Disney (NYSE: DIS) reported a revenue of $25.2 billion for the quarter ending March 28, 2026, marking a 7% increase year-over-year. In contrast, Netflix (NASDAQ: NFLX) achieved $12.2 billion in revenue for the same period, a 16% rise compared to the previous year. Despite higher overall revenue, Disney exhibits a more volatile revenue pattern, while Netflix demonstrates consistent quarter-over-quarter growth.
As of the first quarter of 2026, Netflix’s EBIT margin stood at approximately 32%, compared to Disney’s 20%. Investors are advised to monitor the narrowing revenue gap between the two companies in the upcoming quarters, as Netflix’s steady trajectory continues to position it as a competitive force in the industry.
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