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

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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.

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Cost of revenue

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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

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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

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Other sources

Cash from financing

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Cash from other sources

Net change in cash

Free cash flow

Lululemon Athletica

Starbucks

The recent sales miss for Starbucks gives investors the chance to buy shares of this top brand at an attractive value. Lululemon continues to demonstrate superior growth in the athletic wear industry.

3 Top Stocks to Buy Hand Over Fist

TOKYO--(BUSINESS WIRE)-- #CasualRPG--GungHo's new mobile casual role-playing game, Disney Pixel RPG, is planned for release in 2024. Players can pre-register on iOS and Android devices.

Enter the World of Disney Pixel RPG

Company could endure biggest US strike of 2024 as unions accuse it of intimidation during contract negotiations

Disney faces strike threat as thousands of California workers vote on walkout

Disney Cruise Line has announced its second Asian home port in less than a month, but the ship does not yet have a name and will not set sail for years.

Disney to launch 9th cruise ship to reach 'some of our biggest fans'

Tokyo Disneyland operator Oriental Land Co. has agreed to invest about 330 billion yen ($2.05 billion) to launch a Tokyo-based cruise ship, the company announced Tuesday.

Disney Cruises to Set Sail in Japan Starting in 2028

Paramount Global

Spotify

Streaming service has been integrated into our daily lives, whether that is media, music, entertainment, or more. As the internet became more accessible and its capability improved, the market for streaming service has been exponentially growing.

3 Streaming Service Stocks to Sell in July Before They Crash & Burn

Walt Disney unveiled plans on Tuesday to launch a new cruise ship that will set sail from Tokyo starting in fiscal 2028, adding a ninth vessel to the brand's growing fleet.

Disney to add new ship in Tokyo to expanding cruise business

Netflix

Warner Bros Discovery Inc

Media and tech's titans of industry will convene this week at the Sun Valley Lodge in Idaho for investment bank Allen & Co.'s annual conference. For many business leaders, streaming and potential alliances to help make the business profitable will likely take up a bulk of the conversation.

Media, tech titans head for Sun Valley with streaming alliances top of mind

Roku

As an agnostic platform, Roku should see growth as consumers and advertisers move to streaming. Disney has unmatched intellectual property that it should be able to monetize in different ways.

Best Stock to Buy Right Now: Disney vs. Roku

For the past three years Disney's theme parks have cast a powerful spell on its bottom line. As the pandemic receded, guests streamed through their turnstiles flush with furlough cash and a pent-up demand to travel.

Revealed: The Disney Theme Park Complex That Has Lost $16 Billion Of Its Value This Year

The decline of cable TV has challenged a historically lucrative segment for this business. This company has the potential to dominate the streaming landscape.

1 Growth Stock Down 52% to Buy Right Now

The animated film blew past a billion dollars in tickets this past weekend, and doing so in only 19 days. But its racking up numbers in a year that theatrical box office is down 19%.

In a Down Box-Office Year, Disney's ‘Inside Out 2' Dominates

Alphabet

Streaming movies, music, TV shows and podcasts has become the dominant way people consume entertainment. The latest industry statistics show that Americans spend an average of three hours each day streaming content, and 99% of U.S. households pay for at least one or more streaming services, shelling out an average of $46 a month to do so.

The 3 Best Streaming Stocks to Buy in July 2024

Disney's (DIS) iconic brand and impressive media assets, on one hand, and competitive pressure and high valuation in 2024, on the other, suggest that investors may benefit from a wait-and-see approach.

Disney (DIS) Gains 8.5% YTD: How Should You Play the Stock in 2H?

The Motion Picture Association-Canada, representing Disney (DIS), Netflix (NFLX) and other streamers, is fighting a proposed 5% tax on revenue generated in the country that would be used to finance local news.

Disney, Netflix Ask Canadian Court to Kill Proposed 5% Revenue Tax

Netflix and Disney and other major US streaming services have asked a Canadian court to stop plans forcing them to fork over 5% of their sales.

Netflix, Disney ask Canada court to stop proposed tax on streaming revenue: report

Disney (NYSE: DIS) boycotts marked the previous year, with its stock suffering and losing almost 60% of the value it gained during the pandemic when it traded near the $200 valuation.

Analysts revise Disney stock price targets

Altria

Altria is an attractively valued defensive stock that pays a huge dividend. Disney's competitive strengths make it a smart comeback play.

A Bull Market Is Here: 2 Brilliant Stocks Down 41% and 51% to Buy Right Now

It turns out running a profitable streaming video service is not as easy as Netflix (NASDAQ: NFLX ) makes it look.  The industry leader reported first-quarter revenue of $9.4 billion, generating net profits of $2.3 billion.

3 Streaming Stocks at Risk as Cancellations Soar

Walt Disney Co (NYSE:DIS, ETR:WDP)'s Experiences segment, which includes the entertainment giant's Parks and Cruises, remains a key long-term driver for the company despite concerns of a near-term slowdown, analysts at Bank of America believe. “Disney's Experiences segment has been in focus since the company discussed a normalizing demand outlook and gave a lighter-than-expected fiscal Q3 operating income guide during last quarter's earnings,” the analysts wrote in a note to clients.

Disney's Experiences seen as key driver despite near-term challenges

Disney's latest box office hit shows it still has the magic touch in creating content. However, the company's debt level and leadership outlook remain concerning.

Disney Wins Again With "Inside Out 2": Time to Buy the Stock?

Apple

The dollar index, a gauge of strength against a basket of five peers, has advanced more than 4% this year.

Apple, Disney, and Big Exporters Hurt by Strong Dollar. Why It Isn't Going Away.

24/7 Insights A recent analysis reveals that Disney's brand valuation is sinking.

Disney's Brand Badly Damaged

Disney stock is down after the proxy battle. The pullback offers a bargain opportunity to invest. Movies are back on track after a lackluster year (for Disney). Diversification allows other parts of the company to support struggling areas. This will smooth earnings when movies or streaming hit a profit bump.

Disney Is Back On Track

Disney (DIS)-owned Pixar Animation Studios' “Inside Out 2” has earned $1 billion at the worldwide box office, becoming the first movie to hit that mark since “Barbie” in 2023.

News for Disney Stock (DIS)