Side-by-side comparison of AI visibility scores, market position, and capabilities
Global entertainment giant with $91.4B FY2024 revenue; Disney+ profitable 2024 with 235M+ streaming subscribers; ESPN DTC launch planned fall 2025; Experiences at record levels; Peltz proxy battle won.
The Walt Disney Company is one of the world's largest entertainment and media conglomerates, founded on October 16, 1923 by brothers Walt and Roy Oliver Disney in Los Angeles, California, now headquartered in Burbank, California and trading on NYSE (DIS). Operating across Entertainment, Sports, and Experiences segments, Disney reported approximately $91.4 billion in revenues for fiscal year 2024 (ending September 28) under CEO Bob Iger, who returned to lead the company in November 2022 following the departure of Bob Chapek and is contractually committed through 2026 to stabilize the company and establish a succession plan. The company's Entertainment segment includes Disney+, Hulu (100% owned after buying Comcast's 33% stake for $8.61 billion in February 2024), ABC, FX, National Geographic, Star+, and Disney Channels, plus theatrical film production from Disney, Pixar, Marvel Studios, and Lucasfilm (Star Wars).
Amazon (NASDAQ: AMZN) streaming service bundled with Prime for 220M subscribers; NFL Thursday Night Football, Rings of Power, and $8.45B MGM acquisition competing with Netflix and Disney+ for streaming.
Amazon Prime Video is Amazon's (NASDAQ: AMZN) subscription streaming video service — included with Amazon Prime ($139/year or $14.99/month) or available standalone ($8.99/month) — providing on-demand access to 25,000+ movies and TV series including Amazon Original productions, licensed content, and live sports (NFL Thursday Night Football, NBA beginning 2025, Premier League UK). Generating an estimated $14+ billion in content and advertising revenue in 2024, Prime Video is embedded in Amazon Prime's 220 million global subscriber base and serves as a key driver of Prime retention alongside shipping benefits.
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