On the Record · Disney
Disney competitors, on the record
The companies whose own annual reports name Disney as a competitor, each with the sentence it appears in and the filing it came from.
Who Disney names
Disney’s annual reports for 2022 to 2025 describe its competition by kind of business and do not name competing companies.
Who names Disney
Companies whose own annual reports name Disney as a competitor.
Word for word“◦ subscription-based services, such as Disney+ and Netflix, that offer online services that enable internet streaming and downloading of movies, television shows and other video programming ◦ virtual multichannel video providers, such as Hulu + Live TV and YouTube TV, that offer streamed linear television networks ◦ free ad-supported television services ◦ companies that offer streaming devices that access and integrate streaming content • direct broadcast satellite (“DBS”) providers that transmit satellite signals to substantially all households in the United States to provide video programming and other information similar to our video services • companies that have built and continue to build fiber-based networks that provide video services similar to ours and provide bundled offerings that include wireless and/or broadband services • other providers that build and operate communications systems and services in the same areas that we serve, including traditional providers of linear television programming • a broad array of other online content providers, such as social networking platforms and user-generated content providers • other companies, such as broadcast television stations, that provide multiple free-to-air networks Similar to the competitive environment in our Media segment, our Sky-branded entertainment television networks compete for the distribution of our television network programming to third-party video service providers and for viewers’ attention and audience share.” 10-K for 2025
Word for word“In addition, certain streaming services such as Netflix, Disney+, Paramount+ and Prime Video offer or have expanded ad-supported tiers, which has further increased competition for streaming subscribers and advertising revenue.” 10-K for 2025
Word for word“While not an area of strategic focus for us, our video business also faces substantial and increasing competition from other forms of in-home and mobile entertainment, including, among others, Amazon Prime Video, Apple TV+, Disney+, HBO Max, Hulu, Netflix, Paramount+, Peacock, YouTube TV and an increasing number of new entrants who offer OTT video programming, including many traditional programmers.” 10-K for 2025
Word for word“Our primary competitors include (in alphabetical order): Gap, Old Navy, and The Children’s Place; Cat & Jack (private label sold exclusively in Target) and Garanimals (sold exclusively in Walmart); and Disney, Nike, Adidas, and Under Armour (national brands).” 10-K for 2026
Word for word“These product offerings include, but are not limited to: Netflix, Hulu, Apple+, Prime Video, YouTube TV, Disney+, ESPN+, Paramount + , Max, STARZ, Peacock, Fubo, Philo and Tubi and certain bundles of these offerings.” 10-K for 2024
Word for word“Flow also considers OTT internet video system providers such as Netflix, Disney+, Prime Video and On Video, among others, as competitors.” 20-F for 2025
Read from Disney’s annual reports (10-K for 2025, 10-K for 2024, 10-K for 2023, 10-K for 2022) and the financial data it files with the SEC, as of 2025-11-13. Every quotation is word for word from the filing linked beside it; how these pages are built and checked. The full record is in its company data sheet.