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

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Earnings data Q2 2024

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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.

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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

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Total equity

Stockholders equity

Minority interest

Total liabilities & equity

Total debt

Net debt

Book value per share

Cash from operations

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Change in working capital

Cash from investing

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Purchase/sale of investments

Purchase/sale of business

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Cash from financing

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Cash from other sources

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Free cash flow

Walt Disney will bundle Hulu with Disney+ later this year, but questions remain about Hulu's eventual ownership. The House of Mouse plans to invest $17 billion in Florida -- but it has ongoing issues with state officials.

Walt Disney Stock: Buy, Sell, or Hold?

Disney is growing sales in all of its segments. Parks have rebounded, but streaming is still posting losses.

Investors Are Mixed on Disney Stock. What Does Wall Street Think?

Daniel Loeb's New York-based hedge fund Third Point LLC this week reported its latest trades and movements for the March quarter.

Dan Loeb's Third Point Cuts Disney and More to Bolster Tech Exposure in Q1

A recent lawsuit against Walt Disney claims they shifted marketing and distribution costs to another division to lower streaming costs. Disney denies this.

Disney Class Action Suit Accuses Execs Of Giving Analysts Inaccurate Guidance

Walt Disney CFO Christine McCarthy nudged investors to discard a few narratives that emerged from the latest earnings: that Disney parks growth may be unsustainable and that the company is shedding subscribers and slashing streaming content. “We like to think of ourselves as a company of winners.

Disney CFO Christine McCarthy On Bob Iger's Return, Streaming & Theme Parks: “We Are Winners, And We Are Going To Win”

NEW YORK , May 17, 2023 /PRNewswire/ -- WHY: Rosen Law Firm, a global investor rights law firm, announces the filing of a class action lawsuit on behalf of purchasers of common stock of The Walt Disney Company (NYSE: DIS) between December 10, 2020 and November 8, 2022, both dates inclusive (the "Class Period"). A class action lawsuit has already been filed.

DIS EQUITY ALERT: ROSEN, A LEADING LAW FIRM, Encourages The Walt Disney Company Investors with Losses to Secure Counsel Before Important Deadline in Securities Class Action - DIS

The Walt Disney Company (NYSE:DIS ) SVB MoffettNathanson Technology, Media & Telecom Conference May 17, 2023 10:00 AM ET Company Participants Christine McCarthy - Senior Executive Vice President and Chief Financial Officer Rita Ferro - President Advertising Sales and Partnerships Conference Call Participants Michael Nathanson - MoffettNathanson LLC Michael Nathanson Okay. Great. Welcome back, everyone.

The Walt Disney Company (DIS) Presents at SVB MoffettNathanson Technology, Media & Telecom Conference (Transcript)

LOS ANGELES--(BUSINESS WIRE)---- $DIS #DIS--The Schall Law Firm Encourages Investors in The Walt Disney Company with Losses of $100,000 to Contact the Firm.

SHAREHOLDER ACTION REMINDER: The Schall Law Firm Encourages Investors in The Walt Disney Company with Losses of $100,000 to Contact the Firm

Disney's second-quarter results were mixed and disappointed investors. But the entertainment giant has high hopes for a film coming out later this month.

2 Reasons May Is a Huge Month for Disney, and What It Could Mean for the Stock

President of Marvel Studios Kevin Fiege took to the Disney Upfront stage Tuesday to announce that Marvel's new Disney+ show, “Echo,” is getting a binge release– a first for an MCU series. Disney+ will drop all Season 1 episodes on November 29.

Disney+ changes up its release model, plans to launch all ‘Echo' episodes at once

BENSALEM, Pa.--(BUSINESS WIRE)--Law Offices of Howard G. Smith announces that a class action lawsuit has been filed on behalf of investors who purchased The Walt Disney Company (“Disney” or the “Company”) (NYSE: DIS) common stock between December 10, 2020 and November 8, 2022, inclusive (the “Class Period”). Disney investors have until July 11, 2023 to file a lead plaintiff motion. Investors suffering losses on their Disney investments are encouraged to contact the Law Offices of Howard G. Smit.

INVESTOR ALERT: Law Offices of Howard G. Smith Announces the Filing of a Securities Class Action on Behalf of The Walt Disney Company (DIS) Investors

Shares of Walt Disney NYSE: DIS are trading at one of their lowest valuations since 2026 (excluding COVID-19 adverse effects) after a two-year downtrend that started on March 2021; CEO Bob Iger is looking to turn things around and revive the stock price into new highs. The Disney chart is consolidating around today's prices, forming a robust range between the $90-$100 per share range.

Disney May Pick Up Hulu, CEO Wants More Eyeballs

Amazon

American Express

The stock market continues to move in fits and starts as investors and traders assess ongoing issues that include bank failures, elevated interest rates, war in Ukraine, an uneven economic recovery in China, and a debt showdown that's taking place in Washington, D.C. As always, quarterly earnings continue to move individual stocks higher and lower.

3 Beaten-Down Stocks With 100% Upside Potential

Carnival

The pandemic hit Disney and Carnival hard -- but both companies are back on the path to growth. Both also look reasonably priced today.

Better Buy: Walt Disney vs. Carnival

Activision Blizzard

Disney owns valuable entertainment properties dating back a century. Activision commands a base of millions of players across several best-selling gaming franchises.

Better Buy: Walt Disney vs. Activision Blizzard

LOS ANGELES, CA / ACCESSWIRE / May 17, 2023 / The Schall Law Firm, a national shareholder rights litigation firm, reminds investors of a class action lawsuit against The Walt Disney Company ("Disney" or "the Company") (NYSE:DIS) for violations of §§10(b) and 20(a) of the Securities Exchange Act of 1934 and Rule 10b-5 promulgated thereunder by the U.S. Securities and Exchange Commission. Investors who purchased the Company's securities between December 10, 2020 and November 8, 2022, inclusive (the "Class Period"), are encouraged to contact the firm before July 11, 2023.

SHAREHOLDER ACTION ALERT: The Schall Law Firm Encourages Investors in The Walt Disney Company with Losses of $500,000 to Contact the Firm

Rita Ferro, Disney's ad sales and partnerships chief, urged media buyers at the company's New York upfront Tuesday to “lean into all aspects of diversity” with their marketing commitments. “Multicultural is mainstream,” she said. “When people see themselves on the screen, it stays with them. It builds community and fandom.

As Florida Standoff Continues, Disney Ad Chief Rita Ferro Calls On Upfront Buyers In New York To “Lean Into All Aspects Of Diversity”

BENSALEM, Pa.--(BUSINESS WIRE)--Law Offices of Howard G. Smith announces an investigation on behalf of The Walt Disney Company (“Disney” or the “Company”) (NYSE: DIS) investors concerning the Company's possible violations of federal securities laws. On November 8, 2022, Disney released its fourth quarter and fiscal year end October 1, 2022 financial results, revealing that the Company had missed analysts' estimates by wide margins on both the top and bottom lines. Specifically, revenue grew to.

INVESTOR ALERT: Law Offices of Howard G. Smith Announces Investigation of The Walt Disney Company (DIS) on Behalf of Investors

BURBANK, Calif.--(BUSINESS WIRE)--Josh D'Amaro, Chairman, Disney Parks, Experiences and Products, The Walt Disney Company (NYSE: DIS) will participate in a question-and-answer session at the JP Morgan Global Technology, Media & Communications Conference on Monday, May 22, 2023 at approximately 9:20 a.m. ET/ 6:20 a.m. PT. To stream live, please visit www.disney.com/investors. A recording of the question-and-answer session will be archived on our website.

The Walt Disney Company To Participate in the JP Morgan Global Technology, Media & Communications Conference

LOS ANGELES--(BUSINESS WIRE)--Glancy Prongay & Murray LLP (“GPM”), a leading national shareholder rights law firm, today announced that it has commenced an investigation on behalf of The Walt Disney Company (“Disney” or the “Company”) (NYSE: DIS) investors concerning the Company's possible violations of the federal securities laws. If you suffered a loss on your Disney investments or would like to inquire about potentially pursuing claims to recover your loss under the federal securities la.

Glancy Prongay & Murray LLP, a Leading Securities Fraud Law Firm, Announces Investigation of The Walt Disney Company (DIS) on Behalf of Investors

Costco

Ralph Lauren

Target

NIKE

Walmart

Consumer spending is the lifeblood of the economy. It's easy to look around and see the numerous brands, products and services circulating in your household.

7 Best Retail Stocks to Invest in

Comcast

Comcast Corp will likely sell its 33% stake in streaming platform Hulu to Walt Disney Co early next year, CNBC reported on Tuesday, citing Comcast Chief Executive Brian Roberts.

Comcast likely to sell Hulu stake to Disney by early 2024 - CNBC

Disney already owns a two-thirds stake in Hulu and has operational control over the streaming service.

Comcast will likely sell Hulu stake to Disney at the beginning of 2024, CEO Roberts says

The CEO of NBCUniversal parent Comcast said it's “more likely than not” the company will end up selling its third of Hulu to Disney, after his Mouse counterpart indicated clearly last week that this would be Disney's preferred outcome.

Brian Roberts Says Comcast “More Likely Than Not” To Sell Hulu Stake To Disney

Investors punished the stock after the most recent earnings report. But the parks, experiences, and products segment is continuing to grow.

News for Disney Stock (DIS)