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

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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.

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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

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

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Purchase/sale of investments

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Other sources

Cash from financing

Change in stock

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Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

Q1 results revealed domestic theme parks provided strong revenue and record operating profit.

Is Disney Stock A Buy, Sell, Or Hold As Park Attendance Rebounds?

Walt Disney Co (NYSE: DIS) gapped down on Tuesday and then entered into a volatile trading period, falling about 2.7% and then rallying 1.85% before settling down again to close at $131.75. The volatility was in sympathy with the general markets, where the SPDR S&P 500 ETF whipsawed between $.

Why Disney's Stock Looks Set To Bounce From This Bullish Pattern

Marvell Technology

The best way to keep yourself grounded if you are a long-term investor like us? Move up in quality.

Investing Club: What we're watching Tuesday afternoon — stocks lose some steam, Marvell gets some respect, Disney's gambling push

The Disney CEO is in the crosshairs of both activists and theme park enthusiasts heading into Wednesday's annual shareholder meeting.

Will Disney's Bob Chapek Lose His Board Seat in This Week's Shareholder Vote?

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Sunrun

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The Walt Disney Company (DIS) Presents at Morgan Stanley Technology, Media and Telecom Conference 2022 (Transcript)

Walt Disney CFO Christine McCarthy said the entertainment giant's total exposure to Russia and Ukraine combined is about 2% of its total operating income — with Ukraine about 10% of that 2%. During a Q&A at Morgan Stanley's technology, media and telecom conference, she called the situation there “very unfortunate.” Disney was the first Hollywood...

Disney's Exposure To Russia, Ukraine “Not Significant” At 2% Of Operating Income, CFO Says

Disney's (DIS) ad-supported video-on-demand service aims to reach more than 230 million subscribers by the end of 2024.

Disney (DIS) to Launch Ad-Supported Video on Demand

Apple

AT&T

Apple, Disney, and AT&T aren't reporting earnings this week, but they are reporting.

3 Stocks to Watch This Week

Disney+ is the latest on-demand streaming company to add a discounted ad-supported subscription plan.

Disney+ will add a cheaper option this year—here's how other streaming services compare

Comcast

NBCUniversal has ended its content-sharing deal with Hulu, according to multiple reports, and will shift its next-day streaming lineup to its own service, Peacock.

NBCUniversal ends content-sharing deal with Hulu: reports

Disney has led the charge in delivering innovative and delicious meals, snacks and drinks to parkgoers.

From Dole Whip to Blue Milk: How Disney has used food to elevate its theme parks

Disney management said Disney+ will launch an ad-supported version of Disney+ later this year.

Disney+ Plans to Grow By Offering a Cheaper Plan

Best Buy

Domino's Pizza

If you want to do well as an investor, you have to get comfortable with the idea of holding great companies through difficult times -- like the ones we're in right now.

Investor Lesson: Holding Great Companies Through Turmoil

A massive gain in U.S. hiring last month did little to sooth anxious investors, as oil prices jumped and stocks sank

For U.S. Investors, Realities of War and Inflation Outweigh Job Expansion

Invesco S&P 500 Equal Weight Communication Services ETF

Invesco Dynamic Media ETF

Invesco Dynamic Leisure and Entertainment ETF

Disney's (NYSE: DIS) announcement on Friday that it will introduce an ad-supported subscription option for its Disney+ streaming service at a lower cost than its ad-free subscription is bound to have an impact on such media-focused ETFs as the Invesco Dynamic Media ETF (PBS), the Invesco S&P 500 Equal Weight Communication Services ETF (EWCO), and the Invesco Dynamic [...] The post New Subscription Tier for Disney+ Should Impact Invesco Funds appeared first on ETF Trends.

New Subscription Tier for Disney+ Should Impact Invesco Funds

The Walt Disney Company announced today that its streaming platform, Disney+ will expand later in 2022 to offer an ad-supported subscription in addition to the current option without ads.

Disney+ Will Introduce An Ad-Supported Subscription In Late 2022

Disney+ will offer a cheaper, ad-supported streaming subscription tier that will roll out in the United States in late 2022 and internationally in 2023 as the entertainment behemoth looks to boost its subscriber growth.

Disney+ to offer ad-supported subscription tier

Streaming service Disney+ is adding an ad-supported subscription later this year in the U.S. and plans to offer the ad-based option around the world in 2023. “Expanding access to Disney+ to a broader audience at a lower price point is a win for everyone - consumers, advertisers, and our storytellers,” said Kareem Daniel, Chairman, Disney […]

Disney+ Adding Ad-Supported Subscription Later This Year

Disney said Friday that it will launch a less expensive subscription plan for streaming service Disney+, which will include advertising.

Disney+ to offer cheaper ad-supported plan later this year

Walt Disney Co (NYSE: DIS) is set to launch a new ad-supported tier for its streaming service in the United States this year, the entertainment and media conglomerate revealed in a press release on Friday. Disney dubs the new tier a ‘building block' The exact date of launch and how much is the new tier […] The post Disney+ announces a cheaper tier to boost subscriber growth and ARPU appeared first on Invezz.

Disney+ announces a cheaper tier to boost subscriber growth and ARPU

Disney stock could rebound based on its strong outlook. DIS stock could move 43% higher over the next two years as Disney's streaming revenue eventually turns profitable.

Disney Stock Could Rise Up to 43% Higher Based on Its Strong Outlook

An ad-supported version of Disney+ is coming to the U.S. later this year, the media giant said Friday.

Disney+ is bringing ad-supported streaming service to U.S. in late 2022

We believe the direct effect of growing the streaming subscriber base, even if ad-supported, will help increase returns across all Disney businesses.

Investing Club: Benefits of ad-supported Disney+ option to get people into Magic Kingdom outweighs any decline in subscription rates

Disney didn't specify a price for the cheaper subscription -- nor did it address the status of its current $8-a-month ad-free tier.

News for Disney Stock (DIS)