Who supplies Walt Disney, who buys from it, and who competes with it. Membership is a disclosed business relationship, not a keyword match, and every row carries the sentence that proves it.
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Supply Chain & Partner Read-Through EngineActive
Proactive revenue read-through alerts whenever Walt Disney files 8-Ks, announces contracts, or beats guidance.
9 companies with a disclosed relationship to Walt Disney · 1 asserted but unconfirmed, hidden
| Ticker | Relationship | Role | Price | Market Cap | P/E | 1D | From High | Mentions | Catalyst Materiality | Alert |
|---|---|---|---|---|---|---|---|---|---|---|
| Channel & Distribution (5) | ||||||||||
| AMZN | Prime Video channel distribution and cloud | partner | - | - | - | - | - | 7 | 15% exp77 | |
| T | Carrier bundling | partner | - | - | - | - | - | 2 | 15% exp77 | |
| AAPL | App Store and device distribution | partner | - | - | - | - | - | 1 | 15% exp77 | |
| GOOGL | YouTube TV carriage | partner | - | - | - | - | - | 1 | 15% exp77 | |
| VZ | Carrier bundling | partner | - | - | - | - | - | 1 | 15% exp77 | |
| Cloud & Neocloud (1) | ||||||||||
| MSFT | Cloud and productivity | supplier | - | - | - | - | - | 1 | 15% exp77 | |
| Competitor (3) | ||||||||||
| WBD | Streaming and studios | competitor | - | - | - | - | - | 7 | 15% exp77 | |
| NFLX | Streaming | competitor | - | - | - | - | - | 2 | 15% exp77 | |
| CMCSA | Hulu ownership unwind and theme parks | partner | - | - | - | - | - | 1 | 15% exp77 | |
Every row is backed by a quote from an earnings call or an SEC filing. Mentions counts how often the relationship is named across the last four quarters, which is why the most dependent companies sort to the top of each group. Catalyst Materiality computes hardware bottleneck exposure and priority.