In June 2026, the Mannheim Local Division of the Unified Patent Court granted InterDigital an injunction against Walt Disney over alleged infringement of a video encoding patent used in streaming, applying across 11 EU countries and subject to appeal. This pan-European ruling adds to existing injunctions in Germany and Brazil, concentrating legal pressure on Disney's core video technologies across several key markets. The new injunction introduces a fresh layer of legal and operational risk around Disney's streaming tech stack, though modest recent share price moves suggest the market is not yet treating it as thesis-breaking. Even so, it could complicate one of Disney's key profit drivers if appeals or licensing outcomes do not go its way.
Walt Disney CompanyPan-EU streaming patent injunction against Disney over video encoding patent, adding legal risk in 11 countries.
InterDigital IncInterDigital granted injunction against Disney, strengthening its patent enforcement position.