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

Netflix

Alphabet

Alphabet's video platform is raising prices for some subscribers. Other video entertainment companies should pay close attention to this move.

Netflix and Disney Investors Should Watch What YouTube Premium Is Doing

Formula 1 races will continue on ESPN Networks in the United States through the 2025 season. A new multi-year contract renewal was announced in Austin at the second of two US stops for F1 during the 2022 season.

Formula 1 Signs New, Multi-Year Contract With ESPN And Walt Disney Company

Liberty Media Corp-Liberty Formula One

Liberty Media-owned Formula One and the Walt Disney Company announced an extension of their broadcast partnership on Saturday, keeping the sport on ESPN networks in the United States until 2025.

Formula One and Walt Disney extend ESPN deal until 2025

Apple

Allstate

American Tower

Activision Blizzard

CubeSmart

Dillard's

Equity LifeStyle Properties

Extra Space Storage

Home Depot

JPMorgan Chase & Co

Kroger

Life Storage

Macy's

Microsoft

Vail Resorts

NIKE

Prologis

Pool

Primerica

Starbucks

Target

Union Pacific

The "Dividend Knights" screen looks at market-beating companies that have paid a dividend for 10 consecutive years and have grown the dividend by more than 10% annually.

Dividend Stocks That Do More Than Just Boost Their Payout

The DIS stock has already plunged as much as it did in the previous recession in 2008, currently reaching its historical 7Y support level. Depending on Captain Donald's performance in its FQ4'22 earnings by early November, DIS is set for more volatility ahead, attributed to the Fed's upcoming hike in November.

Disney: Despite The Recession, Donald Is Too Feisty

Comcast

Two of last year's three busiest U.S. theme parks aren't owned by Disney, but that's not bad news.

Disney's Top Theme Parks Rival Isn't as Close as You Think

Procter & Gamble

These star stocks are trading at bargain prices.

Stock Market Sell-Off: 2 Dow Stocks to Buy Right Now

The company's share price has fallen considerably throughout the year, but the declines are unlikely to last long.

Why Is Disney Stock Down 37% This Year?

Coca-Cola

With stocks selling off this year, which one represents the better buy?

Better Buy: Coca-Cola vs. Disney

While Walt Disney (NYSE: DIS ) typically leads trends in entertainment, this time, it's playing the role of the caboose. Earlier on Wednesday, streaming services giant Netflix (NASDAQ: NFLX ) reported encouraging results for its third quarter.

Walt Disney (DIS) Stock Rises as Netflix Beats Q3 Expectations

Travelers

Should investors be keeping a close eye on these dow 30 stocks right now?

3 Dow 30 Stocks For Your Late-October 2022 Watchlist

Shares of Walt Disney Co. DIS, +1.18% rallied 2.2% early Wednesday, enough to pace the Dow Jones Industrial Average's DJIA, +1.12% premarket gainers and to buck the broader market selloff, as a strong earnings report from fellow streaming video provider Netflix Inc. NFLX, -1.73% likely provided a boost. Among other streaming video companies, shares of FuboTV Inc. FUBO, +1.73% gained 1.2%, Paramount Global PARA, +1.56% were little changed, Comcast Corp. CMCSA, -0.23% eased 0.3% and Amazon.com Inc. AMZN, +2.26% ticked 0.2% lower, but outperformed the 0.4% decline in futures ES00, -0.52% for the S&P 500 SPX, +1.14%.

Disney stock jumps to lead the Dow's gainers in wake of Netflix rally

Disney+'s advertising tier could be stronger than investors realize. I believe that Disney+'s advertising tier could make even more sense for Disney than it does for Netflix. Even though it's clearly working positively for Netflix.

Disney: Netflix Earnings Show Promise For Disney+

In the last 12 months, Walt Disney has been down 45.85%, while the S&P 500 decreased 19.27%. However, Walt Disney has strong growth drivers such as its broad and diversified product portfolio, the company's strong brand image, and its growing streaming service Disney+.

Why I Would Overweight The Walt Disney Stock In An Investment Portfolio

Intel

Cisco Systems

Chevron

Dow Inc

Verizon

Walgreens

On Thursday, Wedbush analyst Dan Ives reiterated his $215 target price for Salesforce (NYSE: CRM ), re-crowning the software firm as the Dow Jones stock with the highest implied upside. For many first-time investors, these target prices are often irresistible.

The 10 Best Dow Jones Stocks to Buy Before the Market Recovers

Disney spent several years under Netflix's shadow as Netflix surged during COVID-19. Those fortunes have reversed. We see Disney as a fundamentally better company than Netflix, with a much stronger portfolio of assets.

Disney Is Better Than Netflix

Disney management received a request to spin off ESPN. That may not be in the best interest of shareholders.

Disney: Hedge Fund Distraction

Disney is now trading for just 17 times projected earnings for its new fiscal year.

Is This Your Last Chance to Buy Disney Under $100?

Vertex Pharmaceuticals

My Best Stocks to Buy Now and Hold Forever

Character meals, sodas, and refillable mugs are getting more expensive. Oh my.

News for Disney Stock (DIS)