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 2022

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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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SG&A

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Net income

Earnings per share

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Cash & equivalents

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Net PPE

Intangibles

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Book value per share

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Disney has announced the participants of its 2022 Disney Accelerator programme aimed at supporting technology and entertainment startups. Among the participants is the Polygon blockchain, whose US$5bln MATIC network token rose 16% following the announcement.

Polygon blockchain among 2022 Disney Accelerator picks

Diageo

Digital Realty Trust

Medtronic

Ryanair Hlds

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Looking for a bargain? Bottom-fishing investors may want to check out these stocks trading at a 52-week lows, or within 5% of that floor.

7 Stocks Trading at a 52-Week Low Worth Buying Now

Disney is trending after announcing a content deal with K-pop group BTS, though its broader impact for DIS stock remains to be seen. The post DIS Stock Alert: Disney Focuses on Music Content With New BTS Deal appeared first on InvestorPlace.

DIS Stock Alert: Disney Focuses on Music Content With New BTS Deal

BURBANK, Calif. , July 13, 2022 /PRNewswire/ -- Today, The Walt Disney Company announced the six companies that will be joining the 2022 Disney Accelerator, a business development program designed to accelerate the growth of innovative companies from around the world.

The Walt Disney Company Announces the 2022 Disney Accelerator Class with Six Participant Companies Focused on Building the Future of Immersive Experiences

Disney (DIS) is all set to bring an exclusive series and shows based on BTS and other new artists from the Hybe Studio to its streaming platform.

Disney (DIS) to Stream BTS' Exclusive Docuseries Next Year

Trade Desk

The Trade Desk and Walt Disney will work together to improve ad targeting.

The Trade Desk's Deal With Disney May Boost Both Stocks

Disney struck an advertising agreement with The Trade Desk, making it possible for brands to target automated ads across Disney's linear and streaming properties — Hulu, ESPN+, ABC, Freeform, ESPN, National Geographic, and FX. The news comes in advance of Disney's launch of an ad-supported tier for its flagship service, Disney+, which would likely be […]

Disney strikes a big adtech deal with The Trade Desk as Disney+ expands into ads

Carnival

Norwegian Cruise Line

Royal Caribbean Cruises

Defiance Hotel Airline and Cruise ETF

Lindblad Expeditions

OneSpaWorld Holdings Limited

Advance bookings are strong, lending optimism to the cruise industry. Here are seven of the best cruise stocks to buy now.

7 Cruise Stocks to Buy Now

The Walt Disney Company experienced a lot of pain in recent years because the COVID-19 pandemic significantly hurt the business in multiple ways. Box office results were particularly painful, but that picture is now showing signs of a strong turnaround.

The Walt Disney Company: Box Office Strength Shows The Future Is Bright

Disney's traditional model gives it an edge when it comes to streaming.

Disney Has a Monster Advantage Over Netflix in the Streaming Wars. Here's Why

American Airlines

Accenture Plc

Home Depot

McDonald's

monday.com

Shell PLC

These seven blue-chip stocks are among the most valuable and stable options on Wall Street right now. So investors should take a closer look.

7 Blue-Chip Stocks to Buy After Last Month's Massive Beating

Despite being a beneficiary of the reopening trade, DIS stock was sold off but we cannot say the valuation cut was entirely unjustified. Disney has a much higher debt position than Netflix, despite having just over a two times larger market capitalization, but Bob Iger is not Jeff Immelt of GE.

What Is Disney Stock's Future Outlook? Fortunately, Bob Iger Is No Jeff Immelt

AMC Entertainment

Hasbro

Check out the entertainment stocks for your watchlist today.

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Disney's shares have been cut in half from a far too high level around $200 in spring of last year. Shares have not gained any ground over the past seven years, as performance has been a mixed bag.

Walt Disney: Still A Mixed Bag

Despite the best efforts of Walt Disney Co. (NYSE: DIS) management and board, the company's poor image on Wall Street will not go away.

Trouble at Disney Will Not Go Away

Character dining is returning to more locations at Disney's Florida resort, and that's big business for the House of Mouse.

Disney World Is Bringing Back a Big Moneymaker

"You can either run from it or learn from it" is one of my favorite quotes from wise Rafiki, the monkey from Lion King. Investing in a blue chip company with a strong economic moat, like Disney, during market turmoil has been a winning strategy for a long time.

Disney: 'Oh Yes, The Past Can Hurt'

"Thor: Love and Thunder" tallied $143 million during its domestic debut, pushing the overall weekend haul to more than $200 million.

'Thor: Love and Thunder' pulls in $143 million in domestic opening

Disney has sustained relevance, which is good for shareholders.

What Disney 'Lightyear' Controversy Means for Shareholders

Airbnb

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Netflix

It may be challenging to buy stocks during a crashing market, but it can potentially provide some of the best rewards.

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DIS stock hasn't performed well during Disney's CEO's tenure. However, investors should consider the macro-level challenges during this time.

Disney's Shareholders Should Give Bob Chapek a Chance … Again

Apple

Amazon

NFL plans to choose a winning bidder for Sunday Ticket by the fall, Commissioner Roger Goodell said Friday.

NFL will select new Sunday Ticket partner by fall, Commissioner Roger Goodell says

Disney came into 2022 with a lot of hope, but the magic hasn't materialized.

Why Disney Stock Is Down 37% This Year

Disneyland Resort's Facebook and Instagram accounts were hacked earlier on Thursday with a series of inappropriate posts that were subsequently taken down, Walt Disney Co said.

Disney says Disneyland's Facebook, Instagram accounts hacked

The stock has taken a beating in recent months, but there are reasons to believe the entertainment behemoth is on the verge of a rebound.

News for Disney Stock (DIS)