Disney(US:DIS) Deadline·2025-11-20 02:33Core Insights - Disney plans to spend $24 billion on content in fiscal 2026, an increase of $1 billion from the previous year, with a balanced allocation between sports and entertainment [1] - The company anticipates that the mix of spending will remain stable, with entertainment potentially growing faster than sports, focusing on international market expansion and local content to enhance engagement and retention [2] - Disney's content spending has decreased from approximately $30 billion in previous years as the company and other media firms adjusted their strategies in response to the streaming market [3] Spending Strategy - Disney's content expenses are expected to grow, but at a slower rate compared to revenue from the Direct-to-Consumer (DTC) business, reflecting a more measured approach to content production [4] - The allocation of spending among Disney's various brands, including Pixar, Marvel, and Lucasfilm, is based on market segment evaluations and the potential for growth, emphasizing the importance of high-quality ideas over mere financial investment [4] - A significant upcoming release is "Avatar: Fire And Ash," set for December 19, which has been described as spectacular, albeit costly to produce, indicating a continued commitment to high-quality content [4]