Disney+ Subscribers

ESPN+ Subscribers

Hulu Subscribers

Subscribers

Revenue segments as reported by the company.

Parks, Experiences & Consumer Products

Disney Media and Entertainment Distribution

Entertainment

Sports

Experiences

Eliminations

Contract License Early Termination

Revenue Segments

Gross Profit, Operating Income, and Net Income as a percentage of Revenue

Operating Margin

Profit Margin

Margins

An operating expense is an expense a business incurs through its normal business operations. Often abbreviated as OPEX.

Costs & Expenses

Operating Expenses

Year over year growth in Revenue and Operating Expenses.

Revenue Y/Y

OpEx Y/Y

Growth

Shares outstanding refer to a company's stock currently held by all its shareholders, including share blocks held by institutional investors and restricted shares owned by the company's officers and insiders.

Outstanding Shares

Market Cap

Also known as Price/Sales Ratio. Calculated using Average market cap for the quarter / Annualized quarterly revenue.

Revenue Multiple

Disney

Lucasfilm, is an American film and television production company based in the Letterman Digital Arts Center in San Francisco, California. The studio is best known for creating and producing the Star Wars and Indiana Jones franchises, as well as its leadership in developing special effects, sound and computer animation for film. Lucasfilm was founded by filmmaker George Lucas in 1971 in San Rafael, California; most of the company's operations were moved to San Francisco in 2005. The Walt Disney Company acquired Lucasfilm in 2012 at a valuation of $4.06 billion.

Lucasfilm

ESPN (originally an initialism for Entertainment and Sports Programming Network) is a U.S.-based global cable and satellite sports television channel owned by ESPN Inc., a joint venture owned by The Walt Disney Company (80%) and Hearst Communications (20%). The company was founded in 1979 by Bill Rasmussen along with his son Scott Rasmussen and Ed Egan.

ESPN

The American Broadcasting Company (ABC) is an American commercial broadcast television network that is a flagship property of Disney–ABC Television Group, a subsidiary of the Disney Media Networks division of The Walt Disney Company. The network is headquartered on Columbus Avenue and West 66th Street in Manhattan, New York City. There are additional major offices and production facilities elsewhere in New York City, as well as in Los Angeles and Burbank, California.

Marvel Studios, is a motion picture studio and is a subsidiary of Walt Disney Studios, itself a wholly owned division of The Walt Disney Company, with film producer Kevin Feige serving as president. Previously, the studio was a subsidiary of Marvel Entertainment until Disney reorganized the companies in August 2015.

Marvel Studios

A&E Networks (branded as A+E Networks) is a US media company that owns a group of television channels available via cable & satellite in the U.S. and abroad. A&E stands for Arts & Entertainment. The company is a joint venture with Hearst Communications and Disney–ABC Television Group, a unit of The Walt Disney Company.

A&E Networks

FUSION is a television cable and satellite news and satire channel owned by Fusion Media Group, an American multi-platform media company that is owned by Univision Communications, which relies in part on the resources of its parent company's news division, Noticias Univision. In addition to conventional television distribution, Fusion is also streamed online and on mobile platforms to subscribers of participating cable and satellite providers.

Fusion

Pixar, also referred to as Pixar Animation Studios, is an American computer animation film studio based in Emeryville, California that is a subsidiary of The Walt Disney Company. Pixar began in 1979 as the Graphics Group, part of the Lucasfilm computer division, before its spin-out as a corporation in 1986, with funding by Apple Inc. co-founder Steve Jobs, who became the majority shareholder. Disney purchased Pixar in 2006 at a valuation of $7.4 billion, a transaction that resulted in Jobs becoming Disney's largest single shareholder at the time. Pixar is best known for CGI-animated feature films created with RenderMan, Pixar's own implementation of the industry-standard RenderMan image-rendering application programming interface, used to generate high-quality images.

Pixar

Touchstone Pictures is an American film distribution label of Walt Disney Studios Motion Pictures. Previously, Touchstone operated as an active film production banner of Walt Disney Studios, owned by The Walt Disney Company. Established on February 15, 1984 by then-Disney CEO Ron W. Miller as Touchstone Films, similar to the defunct label Hollywood Pictures, it typically releases films targeted to adult audiences with more mature themes and darker tones than those released under the Disney name. Touchstone Pictures merely serves as a brand and not a distinct business operation, and does not exist as a separate company.

Touchstone Pictures

Hulu (stylized as hulu) is an American subscription video on demand service owned by Hulu LLC, a joint venture with The Walt Disney Company (through Disney Direct-to-Consumer and International)[7] (30%), 21st Century Fox (30%), Comcast (through NBCUniversal) (30%), and as of August 10, 2016, Time Warner (through Turner Broadcasting System) (10%). Through an acquisition announced in December 2017, Disney will acquire Fox's partial ownership, giving it a majority stake when the deal closes.

Hulu

The Walt Disney Co. engages in the business of international family entertainment and media enterprise. It owns and operates television and radio production, distribution and broadcasting stations, direct-to-consumer services, amusement parks, and hotels. It operates through the following business segments: Disney Entertainment, ESPN, and Disney Parks, Experiences, and Products. The company was founded by Walter Elias Disney on October 16, 1923 and is headquartered in Burbank, CA.

Earnings data Q2 2021

Earnings data Q3 2021

Earnings data Q4 2021

Earnings data Q1 2022

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

Earnings data Q2 2024

Earnings data Q3 2024

Earnings data Q4 2024

Earnings data Q1 2025

Disney focuses on streaming growth and cost savings for profitability

Disney's strategic transformation aims to drive sustained growth and profitability through cost savings and a focus on core business segments.
The company's strong performance in key segments, successful content releases, and strategic partnerships position it well for future success.
While facing challenges in restructuring and content distribution, Disney is leveraging opportunities in streaming, brand strength, and content licensing for growth.
Overall, Disney's focus on core brands, content curation, and customer experience enhancement aligns with its vision for future success and profitability.

Disney focuses on streaming profitability and parks growth strategies

Disney is strategically aligning its businesses for sustained growth, focusing on cost-cutting, audience engagement, and profitability in streaming services. The company's strong financial performance, diverse content portfolio, and focus on innovation position it well for future success amidst industry challenges and opportunities.

Disney focuses on DTC growth and strategic partnerships for future

Disney's Q3 earnings call highlighted transformation efforts, strong DTC and Parks performance, and strategic initiatives for growth. Challenges in content sales and linear networks were acknowledged, with opportunities in partnerships and pricing strategies. Company prioritizes liquidity, profitability, and smart capital allocation.

Disney triples Q4 earnings, eyes streaming growth and cost efficiency

Disney's strong financial performance in Q4 and fiscal 2023, driven by growth in streaming and experiences businesses, sets the stage for continued success.
Efforts to streamline operations, reduce costs, and focus on core brands and franchises position Disney for long-term sustainability and growth.
Anticipated investments in experiences business and strategic priorities to transform ESPN into a digital sports platform highlight Disney's commitment to innovation and expansion.
Exploration of partnerships, cost-saving measures, and focus on content quality present avenues for Disney to capitalize on emerging opportunities and navigate challenges effectively.

Disney excels in Q1 with strong financials and strategic focus

Disney's Q1 2024 Earnings Call highlighted strong financial performance, strategic initiatives in digital sports and streaming, and a focus on enhancing content quality and subscriber growth. While facing challenges in a competitive landscape and potential cord-cutting impacts, the company is well-positioned to leverage opportunities in gaming partnerships, direct-to-consumer expansion, and park investments.

Disney reports strong Q2 performance and strategic growth initiatives

Disney's Q2 performance was robust, with strong growth in adjusted EPS and profitability in streaming.
The company is strategically investing in content and cost efficiency while exploring new opportunities.
Challenges include content licensing decisions and replicating partnership success.
Overall, Disney remains focused on growth, shareholder returns, and a balanced content strategy.

Disney reports 2% revenue growth in Q3, streaming success highlighted

Disney's Q3 2024 earnings call highlighted revenue growth driven by park IP and streaming success.
The company faces challenges in managing costs, content spending balance, and maximizing profitability.
Opportunities lie in capitalizing on streaming services, global park demand, and strategic partnerships.
Analysts' inquiries focused on Disney's financial outlook, pricing power, and growth strategies for key segments.

Disney reports robust Q4 results, focuses on streaming and Experiences growth

Disney's Q4 earnings call highlights strong performance across key segments, creative content offerings, and strategic investments. While facing challenges in certain areas, the company is focused on leveraging opportunities in streaming, DTC margins, and international expansion. Overall, Disney remains optimistic about its growth trajectory and future prospects.

Revenue

Cost of revenue

Gross profit

Operating expenses

SG&A

Other

Operating income

EBITDA

Net income

Earnings per share

Total assets

Current assets

Cash & equivalents

Receivables

Inventory

Non-current assets

Net PPE

Intangibles

Total liabilities

Current liabilities

Short term debt

Income tax payable

Non-current liabilities

Long-term debt

Total equity

Stockholders equity

Minority interest

Total liabilities & equity

Total debt

Net debt

Book value per share

Cash from operations

Funds from operations

Change in working capital

Cash from investing

Capital expenditure

Purchase/sale of investments

Purchase/sale of business

Other sources

Cash from financing

Change in stock

Change in debt

Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

The flop of Elemental shows big problems at Disney's Pixar.

Has Disney Animation Lost Its Magic?

Walt Disney CEO Bob Iger is focused on giving company shareholders confidence despite losing his CFO and head of diversity, according to an analyst interviewed by FOX Business.

What Disney's executive exodus means for CEO Bob Iger

Its CFO is stepping down, so the House of Mouse now needs to find a new CEO and CFO. The company has been struggling with streaming losses, but there has been improvement.

Is This a Warning Sign for Disney Stock?

Cava Group, Inc.

Clorox

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MicroStrategy Incorporated

Occidental Petroleum

Virgin Galactic

At the beginning of the pandemic, markets reacted as though the world was going to end. Then, after the Federal Reserve unveiled its stimulus measures, nearly every tech stock rallied, the crypto bubble formed, and meme stocks went to the moon.

Get Out Now! 7 Extremely Overvalued Stocks Set to Spiral Downward

Investors seem to be feeling the Walt Disney Co. magic less and less these days, according to an analyst.

Disney stock sentiment has ‘deteriorated,' but this analyst says not all hope is lost

The Walt Disney Company's head of diversity, Latondra Newton, is stepping down from her position after six years with the company, FOX Business confirmed.

Disney chief diversity officer departs after years of progressive controversies dog company

Adobe

NVIDIA

Artificial intelligence stocks have been all the rage so far through 2023. Without this group leading us higher, I'm not sure that mega-cap tech would have had the catalyst it needed to drive equities further this year.

3 AI Stocks to Watch as Technology Shapes the Future of Entertainment

Disney's chief diversity officer and senior vice president, Latondra Newton, is leaving her role after more than six years, Variety reported on Tuesday, citing an internal memo.

Disney's diversity chief Latondra Newton leaves firm - Variety

PHOENIX--(BUSINESS WIRE)--Today, Arizona Governor Katie Hobbs signed into law SB1291, drastically elevating the rights of citizens in guardianship and conservatorship in historic reform for an area of civil law that has long been noted for abuse. Governor Hobbs had previously signed SB1038, establishing a Probate Advisory Panel. Both bills passed out of the Legislature with unanimous support in both the House and Senate, which together bring long-needed reform and accountability to probate cour.

AZ Governor Signs Probate Reform Laws Inspired by Disney Family Court Battles

Netflix

Murphy is known for his creation of hits from "Glee" to "9-1-1" and "American Horror Story" and serial-killer series "Dahmer -- Monster: The Jeffrey Dahmer Story."

‘Dahmer' producer Ryan Murphy reportedly leaving Netflix for Disney

Hit television writer and producer Ryan Murphy is planning to leave Netflix to join Walt Disney , Bloomberg News reported on Tuesday, citing people familiar with the matter.

'Dahmer' producer Ryan Murphy plans to leave Netflix for Disney - Bloomberg News

Disney's "Elemental" took in less than $30 million in domestic ticket sales over weekend, a modern-era low for the Pixar studio. "Indiana Jones and the Dial of Destiny" opens in theaters next week.

Disney at the Multiplex: Only Indiana Jones Can Save Us Now

The U.S. Supreme Court ruled on Tuesday that Disney must face a New Jersey toy creator's lawsuit that claimed the company violated her trademark rights with its character Lots-o'-Huggin' Bear from the blockbuster 2010 film "Toy Story 3."

US Supreme Court revives toy inventor's lawsuit over Disney 'Toy Story 3' bear

Wall Street seems to have “largely written off any optimism” about Walt Disney Co.'s streaming business, but such a view is misguided, according to one analyst.

Disney's streaming opportunity might be misunderstood. Here's why.

Disney is in a transitionary period as it tries to turn its streaming business profitable while linear TV profits sink. The company's parks are doing well, but overall profits are down from their peak.

1 Iconic Stock Down 55% to Buy Now

Warner Bros Discovery Inc

Two of Hollywood's biggest studios released blockbuster movies over the Father's Day weekend that fell short at the box office.

Disney's 'Elemental', Warner Bros' 'The Flash' Disappoint on Opening Weekend

Workers at Disneyland Paris generated a record amount of revenue for the company last year and now they are using it as leverage by striking until they are paid more.

Disneyland Paris Reveals Record Productivity Of $130,000 Per Worker

Sony

DC and Warner Bros.' WBD, -2.51% long-in-the-works superhero movie “The Flash” opened to $55 million in its first three days in North American theaters, according to studio estimates on Sunday.

‘The Flash' gets off to a slow start, with $55 million opening weekend

Pixar's new animated movie "Elemental" debuted with $30 million in ticket sales at U.S. and Canadian box offices over the weekend, according to estimates from distributor Walt Disney Co on Sunday.

New Pixar film 'Elemental' opens weak for Disney

The Wall Street Journal has a large Disney and Netflix stock price chart. It is used to illustrate the market's reaction to the departure of Disney's CFO, Christine McCarthy.

Disney CEO Iger Fails

Disney struggled with higher costs last year, and the stock sank. CEO Bob Iger's recovery and growth plan is starting to bear fruit.

Analysts Predict Disney Will Increase by 29% in the Next Year. Should We Be Wary?

Carnival

Here are some of the major companies whose stocks moved on the week's news.

The Score: Carnival, Disney, Nvidia and More Stocks That Defined the Week

Walt Disney Chief Financial Officer Christine McCarthy is stepping down. Her departure adds another layer of uncertainty for the media and entertainment giant.

Walt Disney Loses Another Executive. What Wall Street Is Saying.

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Trade Desk

Investors are always on the hunt for long-term wealth stocks. You know, the kind that you can buy and hold for years (or decades) and generate market-beating returns.

3 Stocks to Buy for Long-Term, Life-Changing Returns

A surprise shift in leadership at Walt Disney Co. is “another wrinkle” in the company's “already complex story,” one analyst said.

News for Disney Stock (DIS)