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

Media Networks

Studio Entertainment

DTC & International

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 Q1 2021

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

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.

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

Investors need to pay close attention to Disney (DIS) stock based on the movements in the options market lately.

Is the Options Market Predicting a Spike in Disney (DIS) Stock?

Disney's bundle with Max is here, and it creates a compelling competitor to Netflix.

Disney Max-imizes Its Bundles

The stock price of the company which controls Tokyo Disneyland crashed last week to almost its lowest value of the past year despite opening a $2.1 billion (¥320 billion) expansion just one month earlier.

Tokyo Disney Value Almost Hits One Year Low

"Deadpool & Wolverine" hauled in $211 million during its domestic debut, the highest debut of 2024 and of an R-rated film ever. It's a promising development for the Disney-owned Marvel Studios, which has struggled to maintain box office momentum in the wake of 2019's historic "Avengers: Endgame.

Disney's Marvel needed a direction. With a big box office and familiar faces, it may have one

Amazon

Comcast

Last week, Amazon, Disney and NBC landed more than a decade's worth of broadcast rights for NBA games starting late next year — at the expense of TNT. But analysts at MoffettNathanson on Monday suggested that even the winners in the deal faced big sacrifices.

Can Disney, NBC and Amazon make money from their NBA deal? That's complicated, analysts say.

"Deadpool & Wolverine" made $205 million over the weekend in the U.S.—the biggest domestic opening this year—according to reports citing Comscore data, and the latest bonus for Disney (DIS) after the recent success of "Inside Out 2."

Disney Scores Latest Win With 'Deadpool & Wolverine'

The shares of Walt Disney Co (NYSE:DIS) was last seen up 1.3% to trade at $91.07, after "Deadpool & Wolverine” made a record debut  as an R-rated film and brought in over $200 million for its opening weekend.

Walt Disney Stock Higher on Box Office Success

Disney's "Deadpool vs. Wolverine" just had the strongest stateside opening for an R-rated movie.

Disney Keeps Shooting Down Bearish Arguments, 1 Hit at a Time

Deadpool and Wolverine have helped revive Disney's Marvel Cinematic Universe after it brought in some US$205 million in North American theatres during its opening weekend. Reaching a spot in the top ten openings of all time, the third part of the comedy superhero franchise has also taken the title for the top weekend for an R-rated film, beating the original Deadpool's US$132 million.

Deadpool and Wolverine sees record opening weekend in boost for Disney

With a massive new Orlando theme park set to open next year, should Disney be worried?

Will Walt Disney World Survive the Epic Universe Challenge?

The NBA and its media partners will reassess the value of WNBA media rights after the 2028 season based on new inputs such as TV ratings, league expansion and the length of the season. The WNBA has exploded in popularity this season with the introduction of rookies Caitlin Clark and Angel Reese.

NBA hopes to cash in on rising WNBA popularity with media rights reevaluation after 2028 season

Disney's direct-to-consumer streaming is turning the corner as the U.S. market matures and churn rates decline. Significant global growth potential still exists as linear TV viewing is declining and smart TVs become more widespread. Disney's bundles offer subscribers a leading array of content, positioning them as a strong competitor to Netflix.

Disney Bundles: The Strategy To Beat Netflix

Medtronic

Pinduoduo Inc - ADR

Blue-chip stocks are known for their stability, but recent investor caution suggests that even these giants aren't immune to scrutiny. Following a rollicking start to the year, the stock market is consolidating.

3 Blue-Chip Stocks to Buy for the Second Half of 2024

Salesforce

Home Depot

This year, Dow stocks have been all over the place, prompting concerns from investors and analysts alike. Unlike the other two major U.S. stock indices, the S&P 500 and Nasdaq, which are up by a considerable percentage this year, the Dow 30 continues to perform inconsistently.

Get Your Money Out of These 3 Dow Stocks by 2025

Two Motley Fool contributors believe good times can return for shareholders. Here's why.

Down 50% Since Its 2021 Peak, Can Disney Stock Be Great Again?

At a time when the stock market has – despite some staggering corrections – been hitting new all-time highs (ATH) after new all-time highs, Disney (NYSE: DIS) has not been a particularly strong performer and, by extension, a particularly good investment.

What's next for Disney stock as DIS forms first death cross in over a year

Disney is expected to publish its Q3 FY'24 results in early August. We expect Disney's revenues to come in at $23.2 billion for the quarter, slightly ahead of consensus estimates, marking an increase of about 3% compared to the last year.

Does Comcast's Theme Park Sales Drop Spell Trouble For Disney's Q3?

Netflix

Warner Bros Discovery Inc

Disney Entertainment and Warner Bros. Discovery have launched a new streaming bundle, combining Disney+, Hulu, and Max, to compete directly with Netflix, Apple, and Amazon Prime.

Disney and Warner Bros unveil Netflix competitor for under $30 ad free

Dropbox

Workhorse Group

When most people think of index funds, they gravitate toward the S&P 500 and the Nasdaq Composite. It's no surprise that these benchmarks receive the most attention.

3 Stocks to Sell That Have Underperformed the Russell 2000 This Year

Apple

Costco

Alphabet

Microsoft

NIKE

NVIDIA

Starbucks

Tesla

The stock market is a fickle mistress, promising extraordinary wealth to some and heart-wrenching losses to others.

$1000 In These Stocks Would Have Made You Beyond Wealthy

Licensing agreement completed, Disney content scheduled to be introduced in the Carrieverse metaverse Securing contact with various users around the world, through Inside Out, Disney Tsum Tsum, etc. SEOUL, South Korea , July 25, 2024 /PRNewswire/ -- Carrieverse Co., Ltd.

Carrieverse Presents, "Disney" in the Metaverse

A streaming bundle comprising Disney+, Hulu and Max services will be available in the United States from Thursday for a monthly price of $16.99 with ads, and $29.99 without ads, parent companies Walt Disney and Warner Bros Discovery said.

Disney, Warner Bros launch streaming bundle with ad-free plan for $30/month

Intel

Intel is in the early stages of building a world-class foundry business, and the market isn't giving the company any credit. Disney stock has been hammered, but the company is making good progress turning itself around.

I Just Bought More of These Two Bargain Stocks

ABC, ESPN and TNT are still the league's broadcast partners for next season. Starting with the 2025-26 season, however, TNT will be out and NBC, Peacock and Amazon's Prime Video will be in.

TNT Out, NBC and Amazon In: Here's What Is Happening With The NBA's New Media Deals

Disney (NYSE: DIS ) is in a place it is not very familiar with. While its theme parks have long been the mortar that held the Magic Kingdom together, its linear television business is in a difficult spot and until only very recently, its movies and streaming shows were a disaster.

News for Disney Stock (DIS)