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

A major shakeup in Walt Disney Co.'s executive ranks sent shares down 2% Thursday.

Top Disney TV exec Peter Rice departs abruptly

Dana Walden will be succeeding Peter Rice, who is leaving the company.

Disney Names Dana Walden Head of TV Content, Replacing Peter Rice

Disney CEO Bob Chapek has the “support and confidence” of the company's board of directors, according to a statement by Chairman Susan Arnold. The affirmation comes on a stunning day for the company, as Chapek dismissed top TV exec Peter Rice less than a year after he signed a contract renewal. His former lieutenant, Dana...

Disney Board Backs CEO Bob Chapek And Top Exec Team Following Peter Rice Ouster

BURBANK, Calif.--(BUSINESS WIRE)--The Walt Disney Company (NYSE: DIS) has named Dana Walden as Chairman, Disney General Entertainment Content, it was announced today by Bob Chapek, Chief Executive Officer, The Walt Disney Company. In this role, Walden will lead the company's general entertainment content engine that creates original entertainment and news programming for Disney's streaming platforms and its cable and broadcast networks. She will have oversight of ABC Entertainment, ABC News, Di

The Walt Disney Company Names Dana Walden as Chairman of Disney General Entertainment Content

Walt Disney Co. DIS, -1.81% on Thursday said Dana Walden has been tapped as chairman of Disney General Entertainment Content, where she will succeed Peter Rice, one of the company's top television executives. Rice, a former Fox executive, joined Disney in 2017 as part of Disney's $71 billion acquisition of a bundle of entertainment assets from 21st Century Fox.

Top Disney TV exec departs abruptly

Walt Disney Co has fired Peter Rice, its most senior television content executive, The New York Times reported https://www.nytimes.com/2022/06/09/business/disney-peter-rice.html on Thursday, citing three people briefed on the matter.

Disney fires TV content chief Peter Rice - NYT

Disney has abruptly fired Peter Rice, its most senior television content executive, a source told CNBC Thursday.

Disney fires TV content chief Peter Rice, source says

Down 45% from its all-time high, Disney stock is presently misunderstood.

The Biggest Mistake Disney Investors Can Make Right Now

Boeing

General Electric

Intel

Walgreens

These blue-chip stocks to sell, once titans in their respective sectors, have fallen on hard times and shareholders have suffered as a result. The post 7 Dying Blue-Chip Stocks to Sell While You Still Can appeared first on InvestorPlace.

7 Dying Blue-Chip Stocks to Sell While You Still Can

Adobe

Alibaba

Roku

Shopify

Twilio

Upstart Holdings

Finding bargain stocks now is getting easier from a fundamental perspectives in spite of the threats from extrinsic factors still looming. The post 7 Stocks That Look Like Big Bargains Right Now appeared first on InvestorPlace.

7 Stocks That Look Like Big Bargains Right Now

Disney+ launched its steaming service in the Middle East and North Africa on Wednesday, vying for market share in a region where the population is young but few people so far use such services.

Disney+ takes on rivals in Middle East streaming market

Disney (DIS) hires Mark Bozon, an ex-Apple employee, in a senior post to help oversee the company's plunge into the metaverse.

Disney Hires Ex-Apple Employee to Oversee Metaverse Push

SeaWorld Entertainment

Disney World's top rival is boosting annual-pass prices again. That's bad news for consumers, but great news for the industry and its investors.

What's Good for Universal Orlando Is Even Better for Disney World and SeaWorld

Disney's high content spending could set the stage to roll out a successful, ad-supported tier of Disney+.

Here's Why a Slowdown in Disney+ Growth Isn't a Dealbreaker

Disney's business strategy is unrivaled, and streaming enhances its ability to do what it does best.

Why Disney Is Already Winning the Streaming Wars

Record losses at Disney+ are straining the media giant's bottom line.

Disney's $887 Million Red Flag

Disney will not release blockbuster animation "Strange World" in French cinemas, it said Wednesday, in protest against the country's strict streaming rules.

Disney pulls blockbuster from French cinemas in streaming row

The profitability of streaming service Disney+ is top of mind as investors question if the huge spending is worth it.

Risk Taking Has Been a Winning Move for Disney. Will Its Latest Gamble Pay Off?

Disney's movies and shows are off to a roaring start, but the best has yet to come.

Disney Stock: "This Is Where the Fun Begins"

Comcast

Netflix

As the global auto sport explodes in popularity and U.S. media rights for Formula 1 are for the taking in 2023, Netflix, ESPN, and NBCUniversal have reportedly been eyeing the international auto racing circuit. Insider reported on Monday that the three companies are bidding for a new streaming license for F1, which begins in 2023.

Netflix, ESPN, and NBCUniversal compete for U.S. Formula 1 rights, report says

Disney (DIS) recently will be exclusively streaming Marvel Studios' Doctor Strange in the Multiverse of Madness on Disney Plus, starting Jun 22.

Disney (DIS) to Stream Marvel Studios' Latest on Disney Plus

Apple

Salesforce

Home Depot

Microsoft

UnitedHealth Group

Walmart

During periods of stock market volatility and economic uncertainty, it's reasonable for investors to want to take a more defensive approach with their portfolios. Reliable, dependable and predictable blue-chip stocks with solid balance sheets and profitable businesses can be excellent safe.

7 Best Dow Jones Stocks To Buy

With thousands of stocks to choose from, it can be challenging to pick only one.

If I Could Buy Only 1 Stock This Month, It Would Be This

With the stock down 30% year to date, should investors pick up shares of Walt Disney right now?

Should Investors Buy the Dip on Walt Disney Stock?

Activist investor Dan Loeb's firm has fully sold out of its position in the entertainment giant.

News for Disney Stock (DIS)