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 2022

Earnings data Q2 2022

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Earnings data Q4 2023

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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.

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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

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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

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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

Walt Disney chief financial officer Christine McCarthy said the company could record a $350 million squeeze on operating income in the current quarter – it's fiscal third — from its Hong Kong and Shanghai theme parks, tempering the parks division's upbeat narrative a bit. Hong Kong Disneyland has ping-ponged and just reopened again on April...

Disney Sees $350M Profit Hit From Hong Kong, Shanghai Theme Parks In Current Quarter

Dutch Bros

Further losses brought major market benchmarks to their worst levels since 2020.

Disney, Dutch Bros Can't Stop the Stock Market's Fall After Hours

Disney (DIS) delivered earnings and revenue surprises of -10% and 4.96%, respectively, for the quarter ended March 2022. Do the numbers hold clues to what lies ahead for the stock?

Walt Disney (DIS) Lags Q2 Earnings and Revenue Estimates

Disney feels "bullish" about adjusting the price of Disney Plus as it bulks up the streaming library and adds a cheaper ad-supported tier later this year.

Disney Hints (Again) a Disney Plus Price Hike May Be in the Offing

Disney on Wednesday said its profit slipped in the recently ended quarter but its television streaming service and parks were booming.

Disney profit slips but streaming TV subscribers jump

Disney prides itself on storytelling, but it may need to tell a new story to investors.

Disney may need to tell investors a new story as company warns of softer streaming growth

The Walt Disney Company held its second fiscal quarter 2022 earnings call today, which ended April 2, 2022.

Disney Earnings Call: Quarter Two 2022 Reveals A Strong Year Ahead For Disney

The Walt Disney Co (NYSE: DIS) on Wednesday said its Q2 profit and revenue came in shy of Street estimates. Shares still went up 3.0% as subscriber growth at Disney+ topped expectations.

Disney Q2 earnings report: ‘a huge sigh of relief'

Walt Disney Co eased concerns on Wednesday about the future of streaming video by picking up 7.9 million new Disney+ customers, although it warned supply chain issues and rising wages could pressure finances.

Disney's streaming growth counters Netflix gloom, all eyes on inflation

Netflix

Netflix shook Hollywood's confidence in streaming last month when it reported its first subscriber drop in a decade.

Disney Plus Grows to 137.7M Members After Netflix's Subscriber Skid

New releases like Pixar's “Turning Red” helped the service surpass analyst estimates for new subscribers globally.

Disney+ Added 7.9 Million Subscribers Last Quarter

Walt Disney Co (NYSE: DIS) reported second-quarter financial results after the market close Wednesday. Here are the key highlights.

Disney Q2 Earnings Highlights: Parks Segment Up 110%, Disney+ Hits 137.7M Subs, Streaming Platforms See Higher ARPU And More

Walt Disney beat on streaming subs but its financials missed the mark due to a hefty $1 billion it said it “owned a customer to early terminate license agreements for film and television content delivered in previous years in order for the Company to use the content primarily on our direct-to-consumer services” Revenue of $19.2...

Disney Takes $1B Hit For Ending License Deals To Send Content To Streaming; Quarterly Sales Up, Profit Falls

The Walt Disney Co. disappointed Wall Street with earnings and revenue results Wednesday, but added more streaming subscribers than expected in the wake of problems at rival Netflix Inc., sending shares higher in late trading.

Disney stock gains as streaming additions overcome earnings, revenue miss

Disney delivered spectacular streaming gains, adding nearly 20 million new subscribers to Disney+ in its fiscal second quarter. Disney+, including the Disney+Hotstar offering in India, reached a global total of 137.7 million subscribers, up from about 118 million in the prior quarter. Wall Street analysts had expected an addition of 5.2 million subscribers to Disney+....

Disney+ Adds Almost 20M Subscribers In Fiscal Q2

BURBANK, Calif.--(BUSINESS WIRE)--The Walt Disney Company (NYSE: DIS) today reported earnings for its second fiscal quarter ended April 2, 2022. Revenues for the quarter and six months grew 23% and 29%, respectively, despite a $1.0 billion reduction for the amount due to a customer to early terminate license agreements for film and television content delivered in previous years in order for the Company to use the content primarily on our direct-to-consumer services. Diluted earnings per share (

The Walt Disney Company Reports Second Quarter and Six Months Earnings for Fiscal 2022

Walt Disney Co (NYSE: DIS) is set to print its second-quarter financial results after the market close on Wednesday. The stock was trading about 2.4% lower heading into the event.

How To Play Disney's Stock Following Q2 Earnings

All eyes will be on Disney's streaming numbers when the company reports its fiscal second-quarter earnings results after the bell Wednesday.

Disney reports earnings after the bell. Here's what to expect

Blue chip Walt Disney Co (NYSE:DIS) stock is down 1% at $106.57 this afternoon, just ahead of the release of the entertainment powerhouse's fiscal second-quarter results.

What to Expect from Walt Disney Stock After Earnings

Lightshed Partners analyst Richard Greenfield believes that if Disney sells its stake in Hulu an opportunity would be created to make a strategic bid for Netflix or Roblox.

Disney Should Buy Netflix or Roblox, Says Analyst. It Would Have to First Unload Hulu.

Disney reports earnings after the markets close Wednesday. DIS stock won't get a boost from its Parks, Experience and Products segment.

Disney Earnings: Parks Will Deliver Good News. But It Won't Be Enough

Advanced Micro Devices

Camping World Hlds

Investors should be extremely picky during bear markets. However, using options, here are three of the best stocks to buy right now.

3 Diamond-in-the-Rough Stocks to Buy

Disney's latest quarterly update is being more eagerly awaited in some quarters than the next series of its mega-hit Star Wars spin-off The Mandalorian (see pic). Investors certainly will be on edge after rival Nextflix's dismal update cast a big shadow over the hitherto untouchable streaming sector with more than a few looking to Disney to lighten the gloom.

Disney numbers need to reassure investors over streaming longevity

Apple

Tesla

Reddit stocks continue to become more and more risk-averse along with changing market dynamics. Here's what they like right now.

3 Reddit Stocks to Buy for May That Aren't GME or AMC

Disney CEO Bob Chapek needs to issue solid guidance and a convincing plan for the company, before investors jumping back into DIS stock. The post Disney's CEO Is at a Crossroads as the Company Faces Earnings May 11 appeared first on InvestorPlace.

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