How Does Walt Disney Co Sit in Its SEC Industry Classification?
Walt Disney Co files under SEC standard industrial classification 7990, Services-Miscellaneous Amusement & Recreation. Among the 10 companies Swoopr covers under SIC 7990, its latest reported revenue of $94.4 billion ranks 1st. The comparison uses each company's own latest fiscal year, which can differ by up to a year across the group.
| Measure | Walt Disney Co (FY2025) | Peer reference |
|---|---|---|
| Revenue | $94.4 billion | 1st of 10 |
| Operating margin | 18.6% | -0.3% (median of 9 peers) |
| Revenue growth | +3.4% | -0.0% (median of 9 peers) |
Companies of similar size in the same classification: DraftKings Inc. ($6.1 billion), VAIL RESORTS INC ($3.0 billion), Brightstar Lottery PLC ($2.5 billion), StubHub Holdings, Inc. ($1.7 billion), Madison Square Garden Entertainment Corp. ($943 million).
A classification code groups companies by how they describe their main business to the SEC, so two companies with the same code can still differ in customers, geography and cost structure. Treat the comparison as a starting point for the questions below.
Where value can be captured
The communications chain can include spectrum or network infrastructure, content creation, rights ownership, ad technology, distribution platforms, devices, advertisers, and consumers. Control of scarce content, audience attention, or network assets can create bargaining power.
For Walt Disney Company (The), name suppliers, channels, customers and infrastructure dependencies only when a reliable source establishes the relationship. The goal is to show where the company sits, what it depends on, and where bargaining power resides.
Industry drivers
- Subscriber Or User Growth: connect this driver to a disclosed KPI and to the financial statement line it influences.
- Engagement: connect this driver to a disclosed KPI and to the financial statement line it influences.
- Average Revenue Per User: connect this driver to a disclosed KPI and to the financial statement line it influences.
- Advertising Demand: connect this driver to a disclosed KPI and to the financial statement line it influences.
- Content Performance: connect this driver to a disclosed KPI and to the financial statement line it influences.
- Churn: connect this driver to a disclosed KPI and to the financial statement line it influences.
- Network Utilization: connect this driver to a disclosed KPI and to the financial statement line it influences.
- Pricing: connect this driver to a disclosed KPI and to the financial statement line it influences.
Macro connections
- Advertising Spending: document the transmission mechanism rather than assuming correlation.
- Consumer Discretionary Spending: document the transmission mechanism rather than assuming correlation.
- Broadband And Wireless Demand: document the transmission mechanism rather than assuming correlation.
- Interest Rates: document the transmission mechanism rather than assuming correlation.
- Media Consumption Trends: document the transmission mechanism rather than assuming correlation.
- Regulatory Policy: document the transmission mechanism rather than assuming correlation.
Peer map
A starting peer group from the current S&P 500 classification is Live Nation Entertainment, Netflix, Paramount Skydance Corporation, TKO Group Holdings. Some may be adjacent rather than direct competitors. The latest Walt Disney Company (The) filing and credible industry sources should refine the map.
Questions for the supply-chain map
- Which inputs are scarce, concentrated, regulated, or difficult to substitute?
- Which layer has the highest switching costs?
- Where can capacity expand quickly, and where does it take years?
- Which participants bear inventory, credit, commodity, or utilization risk?
- Is Walt Disney Company (The)'s advantage located in intellectual property, physical assets, licenses, distribution, brand, data, or customer integration?
- Which dependency could become a bottleneck under stress?
References
The evergreen analysis above is anchored to verified index metadata and a filing-first research workflow. Time-sensitive financial figures are refreshed from the latest primary filings.
- S&P Dow Jones Indices: S&P 500
- SEC EDGAR company filings for Walt Disney Company (The)
- SEC submissions JSON for CIK 1744489
Source-review rule: Check any statement about current revenue, margins, management, products, segment mix, guidance, market share or capital allocation against the latest 10-K, 10-Q, 8-K, proxy statement, earnings release or official investor-relations material before relying on it.