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

In an effort to continue to try to gain ground on Netflix for market share, Disney has announced that Disney Plus will be getting a new, cheaper tier in late 2022.

Disney Plus Subscriptions To Get Cheaper In 2022 With A New Tier

Disney+ will be introducing an ad-supported subscription tier later this year, Disney announced on Friday. The company didn't provide a launch date or pricing, but says it will release specific details about the new offering later this year.

Disney+ is getting an ad-supported subscription tier later this year

Disney announced on Friday that it will introduce an ad-supported option for Disney+ in late 2022 in the US, and expand to other markets next year.

Disney+ will launch a cheaper version with ads in the US this year

Disney said Friday consumer streaming service, Disney+ will introduce an ad-supported subscription in addition to its option without ads in the U.S. starting in late 2022, with plans to expand internationally in 2023. The ad-supported offering is viewed as a building block in the company's path to achieving its long-term target of 230-260 million Disney+...

Disney+ To Introduce Ad Supported U.S. Version In Late 2022

Disney announced a new ad-supported tier for its Disney+ streaming service on Friday.

Disney+ to launch cheaper ad-supported tier later this year

NEW YORK & BURBANK, Calif.--(BUSINESS WIRE)--In a first for Disney's premier direct-to-consumer streaming service, Disney+ will expand its offerings for consumers by introducing an ad-supported subscription in addition to its option without ads, beginning in the U.S. in late 2022, with plans to expand internationally 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, Chairm

Disney+ to Introduce an Ad-Supported Subscription Offering in Late 2022

A lower-cost tier of Disney's streaming service could be on the horizon.

Disney Plus Reportedly Considers Cheaper Tier With Ads

Ford Motor Company

Netflix

Exxon Mobil

As the Russian invasion looms on, Western companies have started to pull out of Russia. These include Exxon Mobil, Ford, Netflix and Disney.

List of Companies Cutting Ties With Russia: 4 Stocks to Watch

The performance of Disney stock has been lackluster in the last 12 months although the company has made steady progress from a financial performance perspective.

A Closer Look At Disney's Inflation Problem

Cathie Wood-led Ark Investment Management on Wednesday significantly lowered its exposure in Walt Disney Co (NYSE: DIS), its second major reduction in the entertainment giant company's stock since buying the first shares in May last year. The popular money managing firm sold 113,116 shares.

Cathie Wood Trims Ark Disney Stake By 58% On Wednesday

Cisco Systems

Home Depot

There are 30 stocks in the Dow. Let's talk about the top 10% to buy now.

3 Dow Stocks to Buy Hand Over Fist in March

Management optimized the guest experience to generate higher revenue and improve profitability.

2 Reasons Disney's Parks Segment Could Be More Profitable Post-Pandemic

Fractional share investing allows you to invest in this iconic brand for less than the cost of a share.

How to Invest in Disney for Less Than a Month of Disney+

Amgen

Boeing

Caterpillar

Salesforce

Chevron

Goldman Sachs

Intel

JPMorgan Chase & Co

Coca-Cola

Merck

Microsoft

NIKE

Visa

Verizon

Walgreens

"The Dow® [adds a stock] if the company has an excellent reputation, demonstrates sustained growth, and is of interest to a large number of investors. Sector representation is also a consideration."

Dogs Of The Dow For March Drop Closer To Buy Points

Checking in on Disney and All the Opinions About It

Tuesday's rough market has brought shares of this entertainment giant back down to where we said we would be buyers.

Investing Club: One of our top stocks dropped into our buy zone and we scooped up more shares

Sony

Walt Disney says its pausing the release of films in Russia, including the upcoming 'Turning Red' from Pixar. WarnerMedia and Sony Pictures also said they would be delaying movies in Russia.

Disney, WarnerMedia, Sony Delay New Film Releases in Russia

Chipotle

MercadoLibre

Twilio

ZIM Integrated Shipping Services

A little money can go a long way with today's market volatility.

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Disney to Pause New Film Releases in Russia

Disney, Hollywood's largest and most influential movie studio, is pausing the release of its theatrical films in Russia following the country's invasion of Ukraine last week.

Movies: Disney will stop releasing films in Russia

(Reuters) -Hollywood studios Disney, Warner Bros., and Sony Pictures Entertainment said they would pause theatrical releases of upcoming films in Russia in response to its invasion of Ukraine and the unfolding humanitarian crisis.

Disney, Warner Bros., Sony pausing film releases in Russia over Ukraine invasion

Verizon and social media platforms Facebook and Youtube announced actions over the weekend.

Disney Pauses Film Releases In Russia– Including ‘Turning Red'– As Growing List Of Companies Respond To Invasion

The Walt Disney Company will halt all future theatrical film releases in Russia following the country's attack on Ukraine.

Disney pauses theatrical releases in Russia, condemns invasion of Ukraine

BURBANK, Calif.--(BUSINESS WIRE)--Christine McCarthy, Senior Executive Vice President and Chief Financial Officer, The Walt Disney Company (NYSE: DIS), will participate in a question-and-answer session at the Morgan Stanley Technology, Media and Telecom Conference on Monday, March 7, 2022 at approximately 2:25 p.m. PT/ 5:25 p.m. ET. To listen to the webcast, please visit www.disney.com/investors. The webcast presentation will be archived.

The Walt Disney Company to Participate in the Morgan Stanley Technology, Media and Telecom Conference

An increase in Disney+ subscriptions and reopening parks resulted in an upside surprise for Disney's (DIS) first quarter results.

News for Disney Stock (DIS)