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 Q1 2022

Earnings data Q2 2022

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Earnings data Q1 2023

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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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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

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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

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Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

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For 50 years, HBO has been a pioneer in television as one of the first paid tv networks. However, HBO has never been its own standalone business.

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Disney is back to around $100 after soaring in early 2021. Earnings have eroded due to streaming investments.

Walt Disney Stock Is Back Where It Was 5 Years Ago. Why?

Disney is looking to find more than $5 billion in cost savings in a plan to boost growth and profitability. The company's "parks, experiences, and products" segment continues to show strength even in these complicated economic times.

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We're Not Done With Layoffs Yet As Meta, Disney And Amazon All Make Further Cuts

Disney resumed new annual pass sales for all tiers at Disney World on Thursday, a week after bringing Disneyland passes back. It's the first time since the summer of 2021 that the Florida resort is offering its full slate of passes.

Annual Passes Are Back at Disney World

Parks, experiences, and products is Disney's most profitable segment. The company has not built a new theme park in the U.S. since 1971.

Disney Needs to Invest Heavily in This Key Area to Help Revive Its Stock

Analysts on Wall Street think this growth stock is significantly undervalued.

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Some of the impacted Disney workers will reportedly receive their pink slips as soon as April 24.

Disney to reportedly cut ‘thousands' of jobs in second layoffs wave

It was originally described as the “big one,” or even more pointedly, a straight-up “bloodbath.” Either way, the lion's share of layoffs at Disney are expected to begin Monday. From April 24-27, there will be Mouse House employees in film and TV losing their jobs every single day (except Friday), we hear.

Bracing For The Bloodbath: Disney Layoffs To Resume Monday

ESPN will lay off both on-air talent and management as part of Disney's cost cutting efforts, sources say.

ESPN to begin layoffs early next week as part of Disney cost cuts, sources say

The Walt Disney Company (NYSE:DIS) is planning to eliminate thousands of jobs next week, including about 15% of its entertainment division staff, Bloomberg reported, citing people familiar with the plans. The cuts will encompass television, film, theme parks, as well as corporate positions.

Disney set to slash thousands of jobs next week

Disney (NYSE: DIS ) layoffs are a hot topic among traders on Wednesday as the entertainment company prepares a new round of job cuts. According to recent reports, Disney is planning to cut thousands of jobs after completing its restructuring.

Disney Layoffs 2023: What to Know About the Next Round of DIS Job Cuts

Shares of Disney are up 10% since Bob Iger returned as CEO five months ago, doubling the S&P 500's 5% gain in that time. The goal is to realize $5.5 billion in annual cost savings, helping turn Disney+ profitable by the end of fiscal 2024.

Disney Is Down 50% From Its High. Time to Buy?

Shares of Walt Disney Co. DIS, +0.63% fell 0.4% in premarket trading Wednesday, after Bloomberg reported that the media and entertainment giant was planning to lay off thousands of employees next week. Citing people familiar with the matter, Bloomberg said the jobs being cut will come from across the company, and include about 15% of the entertainment division's workforce.

Walt Disney stock slips after report of plan to cut thousands of jobs next week

The stock market has been off to a hot start so far in 2023. All four major U.S. stock indices are higher so far on the year, while the Nasdaq's 15.75% return is more than double the next-best performer (the S&P 500).

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Disney has revealed that the expenditure of its European theme park design division accelerated during the pandemic and hit a record $51.5 million (€47 million) last year as Disneyland Paris forged ahead with the biggest expansion in its 30-year history.

Disney's Imagineering Expenditure Hits A Record $51.5 Million

Disney World no longer requires annual passholders to make park reservations for visits after 2 p.m., as long as it's not a weekend trek to the Magic Kingdom.

Disney World Gets One Step Closer to Business as Usual

Walt Disney (DIS) reached a significant support level, and could be a good pick for investors from a technical perspective. Recently, DIS broke through the 50-day moving average, which suggests a short-term bullish trend.

Walt Disney (DIS) Crossed Above the 50-Day Moving Average: What That Means for Investors

Disney: Exhuming The Management Culture Overdue For Real Change

Media and entertainment giant The Walt Disney Company (NYSE: DIS) had its annual shareholders meeting on April 3, 2023. Returning CEO Bob Iger went over strategic plans for the company, which aligned with his fiscal Q1 2023 earnings conference call.

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Disney is an iconic company, but it's slipped up in recent years. To get back in the good graces of investors, management needs to answer a few questions.

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Apple and Disney have leading market shares in two crucial industries: consumer tech and entertainment. Apple has proven its worth as a compelling investment by offering consistent long-term gains.

News for Disney Stock (DIS)