Walt Disney Company (The) reported $16.0B of remaining performance obligations at 27 Jun 2026, flat from a year earlier and down 6% from the previous quarter. That is 0.2 years of trailing revenue already under contract. Book-to-bill last quarter: 0.96.
Net new backlog added in the latest quarter: -$1.00B.
Customer prepayments (contract liabilities) cover 40.0% of the backlog.
Twelve-month book-to-bill: 1.00, i.e. 1.00 of new orders for every 1 of revenue recognised.
Backlog growth minus revenue growth: -5 points — revenue is catching up with orders.
By backlog size it ranks 57th among US filers the cockpit tracks.
Walt Disney Company (The) backlog history
Remaining performance obligations at each quarter end (bars) against trailing twelve-month revenue (line).
Amounts in USD. Source: SEC XBRL filings.
Quarter end
Backlog (RPO)
TTM revenue
Coverage
Customer prepayments
27 Jun 2026
$16.0B
$98.9B
0.2 yrs
$6.40B
28 Mar 2026
$17.0B
$97.3B
0.2 yrs
$6.87B
27 Dec 2025
$16.0B
$95.7B
0.2 yrs
$6.12B
27 Sep 2025
$16.0B
$94.4B
0.2 yrs
$5.69B
28 Jun 2025
$16.0B
$94.5B
0.2 yrs
$6.14B
29 Mar 2025
$15.0B
$94.0B
0.2 yrs
$6.35B
28 Dec 2024
$15.0B
$92.5B
0.2 yrs
$6.05B
28 Sep 2024
$16.0B
$91.4B
0.2 yrs
$5.59B
29 Jun 2024
$15.0B
$90.0B
0.2 yrs
$5.81B
30 Mar 2024
$14.0B
$89.2B
0.2 yrs
$6.16B
30 Dec 2023
$14.0B
$88.9B
0.2 yrs
$5.64B
30 Sep 2023
$15.0B
$88.9B
0.2 yrs
$5.57B
Questions
What is Walt Disney Company (The)'s backlog?
Walt Disney Company (The) reported $16.0B of remaining performance obligations at 27 Jun 2026, flat from a year earlier and down 6% from the previous quarter. That is 0.2 years of trailing revenue already under contract. Book-to-bill last quarter: 0.96.
About these numbers
Remaining performance obligations (RPO) are revenue a company has contracted but not yet recognised, as reported in its SEC filings (XBRL tag RevenueRemainingPerformanceObligation). Coverage = backlog ÷ trailing twelve-month revenue. Book-to-bill = (change in backlog + revenue) ÷ revenue. Conversion = revenue recognised ÷ the backlog at the start of each quarter, summed over four quarters. Counterparty values come from company filings and releases.