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 2023

Earnings data Q2 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.

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

Netflix

Warner Bros Discovery Inc

Some streamers might need to find a better way to monetize their content.

2023 Could Be a Make-or-Break Year for Streaming Services

The entertainment industry giant's stock sank by more than 40% last year.

Will Disney Shares Hit $125 in 2023?

“Trian's objective is to create sustainable, long-term value at Disney by working WITH Bob Iger and the Disney Board.

Trian Shocks Disney: Activist Fund Nominates Boss Nelson Peltz for Board

Jim Cramer said that Disney should approve Nelson Peltz's bid to join the company's board rather than engage in a proxy fight.

Jim Cramer says Disney should allow Nelson Peltz to join its board

Activist investor Nelson Peltz doesn't think the Walt Disney Co.'s board leadership change will shift the company's direction, according to people familiar with the matter.

Activist Investor Nelson Peltz to Disney's New Board Chair: No Thanks

Mark Parker is credited with overseeing a smooth CEO transition at Nike and engineering the company's successful direct-to-consumer push.

3 reasons why Nike's ex-CEO is what Disney needs right now

“The proxy battle will be time-consuming and costly, but we believe an investor such as Trian taking an almost $1 billion investment in DIS highlights the underlying value of the shares,” according to Loop Capital.

Here's Why Investors Are Bullish On Disney Despite Its Proxy Fight With Billionaire Peltz

A proxy fight is brewing between Trian Fund Management and the Walt Disney Company as Trian looks to secure a board seat for its CEO Nelson Peltz

Disney faces proxy fight from activist investor Nelson Peltz

The entertainment giant has opposed a bid for a board seat by activist investor Nelson Peltz.

Disney Names New Chair, Eases Park Rules Amid Proxy Battle

There are lots of changes happening at the House of Mouse.

Disney Has a New Chairman -- and a Proxy Fight on Its Hands

Activist investor Nelson Peltz on Thursday bid for a seat on the board of Walt Disney Co , stirring the pot for what appears to be a boardroom battle brewing at the Magic Kingdom.

Disney braces for boardroom battle

Cleveland-Cliffs

Lucid Group

After spending the morning churning around breakeven, stocks have turned higher today in response to the upbeat CPI data.

3 Stocks Rising Amid Red-Hot Call Activity

The Walt Disney (DIS) wins nine awards at this year's Golden Globe, including the category of Best Picture, Musical or Comedy with The Banshees of Inisherin.

Disney (DIS) Wins Big in Golden Globe 2023, Beats Netflix

The activist investor wants the media giant to focus its streaming strategy on generating profits, reinstate the dividend, and add him to the board.

What Trian's Nelson Peltz Has Right and Wrong About Disney

Disney made notable moves to ward off activist challenge, but it still faces its first-ever proxy battle from a position of weakness.

Disney's Magic Kingdom Needs a New Spellbook

American Airlines

Taiwan Semiconductor Manufacturing

Disney, American Airlines, and Taiwan Semiconductor are seeing active trading early on Thursday in reaction to recent news items.

3 Stocks Making News Thursday

The tussle with Disney could be Peltz's biggest proxy battle since an acrimonious fight to bag a seat on the board of Tide detergent-maker P&G.

Investor Nelson Peltz takes on Bob Iger's kingdom with fight for Disney board seat

That was activist investor Nelson Peltz, who is currently in the midst of a battle for a seat on the board of the Walt Disney Company DIS, +3.99% , during a Thursday interview with CNBC's “Squawk on the Street.”

Disney braces for board battle — investor Nelson Peltz wants to ‘Restore the Magic'

Disney stock rose Thursday after appointing Nike's chairman to lead its board. But a proxy battle with activist investor Nelson Peltz looms.

Disney Stock Rises On New Chairman; Nelson Peltz Plots Proxy Fight

Activist investor Nelson Peltz wants a Disney board seat, but his argument should be focused on succession planning rather than stock performance.

Disney board exposed itself to activist intervention, but Peltz may be overreaching

Disney's pushback against Nelson Peltz highlights the ongoing tension between outsiders and established leadership.

Nelson Peltz vs. Disney: Battle for control heats up

Disney has chosen former Nike CEO Mark Parker to chair its board. Parker, who is now executive chairman at Nike, will become chairman of the Disney board of directors following its annual shareholder meeting, the company said in a Wednesday (Jan. 11) press release.

Disney Picks Nike's Mark Parker to Lead Its Board

Disney (DIS) shares are rising 3% in early trading Thursday after activist investor Nelson Peltz and his Trian Fund Management, which owns approximately $800 million in Disney shares, launched a proxy fight for a seat on Disney's board of directors.

Disney Faces Proxy Fight From Activist Investor Nelson Peltz

Disney (NYSE: DIS ) stock is a hot topic among traders as the company prepares for a battle with an activist investor. Trian Partners is behind this with its nomination of Nelson Peltz to the company's Board of Directors.

DIS Stock Alert: What to Know About Disney ‘s Activist Investor Battle

Look a little deeper when making investing decisions.

News for Disney Stock (DIS)