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 2022

Earnings data Q1 2023

Earnings data Q2 2023

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Earnings data Q2 2024

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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

Disney shows no signs of slowing down in the streaming business. Netflix already has pointed to a weak first quarter addition of paid subscribers.

Disney Turns Up The Competitive Heat

Rising consumer mobility, higher prices, and pent-up demand drive theme park revenue to double in Q1.

Consumer Spending Is Surging at Disney's Theme Parks

Disney's encouraging first-quarter fiscal 2022 earnings results might support ETFs, especially those with the largest allocation to this media and entertainment conglomerate.

How Are Disney (DIS) ETFs Reacting to Q1 Earnings?

Comcast may be gearing up to pull key content from Hulu in the fall. It's a bigger deal than you might think.

Will Hulu Be the Next Problem for Disney?

DIS stock could rise 27% from here based on Disney's earnings and revenue growth, despite negative FCF from huge content spending. The post Disney Can Rise 27% Based on Its Powerful Q1 Revenue Growth appeared first on InvestorPlace.

Disney Can Rise 27% Based on Its Powerful Q1 Revenue Growth

Discovery

Your favorite streaming services are about to merge, but that doesn't necessarily mean it will be a good investment.

Why Warner Bros. Discovery Investors Should Tread Lightly

Capri Holdings Ltd

Harley-Davidson

Mattel

These cyclical stocks climbed today, here's what you need to know.

4 Cyclical Stocks To Watch For Your Mid-February Watchlist

As the media giant recovers from its pandemic-related challenges, investors see better times ahead.

Why Disney Stock Climbed Today

Disney's strong quarterly numbers, especially the rebound of its theme parks to 2019 levels of revenue and operating income, propelled a 3% gain for its stock despite the gloom on Wall Street. The stock, which is a Dow component and a bellwether for consumer sentiment, finished at $152.25. It extended its rally from mid-January, when...

Disney Stock Bucks Market Downturn, Rising 3% As Wall Street Applauds Quarterly Numbers, Rebound Of Theme Parks

Disney+ added 11.8 million new subscribers last quarter to reach 129.8 million subscribers, Disney announced as part of its Q1 2022 earnings release, and said it's still on track to reach 230 to 260 million subscribers by 2024. The company's quarter beat projections after only adding 2 million subscribers in the previous quarter.

Disney+ outshines Netflix with 11.8M new subscribers in Q1 and strong forecast

More park revenue and profit paired with a surge in Disney+ subscribers got Disney further up the path toward recovery.

Disney Crushed Earnings, but Is the Magic Gone?

The Walt Disney Company's (DIS) first-quarter fiscal 2022 results reflect solid revival in Parks, Experiences and Products businesses and continued momentum in the Disney+ user base.

Disney (DIS) Q1 Earnings Tops Estimates, Revenues Jump Y/Y

Walt Disney Co. isn't just seeing a pandemic recovery in its parks business—it's also setting records in the process.

The Ratings Game: Disney's ‘massive recovery' is still in the early innings as parks business bounces back with a vengeance

But you won't have to start paying more until Disney Plus starts releasing more shows and movies every week.

Disney Plus may raise prices after September, Disney CEO hints

Walt Disney Co DIS shares were rallying Thursday after the company reported a big first-quarter earnings beat. Disney reported fiscal first-quarter adjusted EPS of $1.06 on $21.82 billion in revenue.

'Bringing Back The Magic': 4 Disney Analysts React To The Mouse's Q1 Beat

Disney comes out swinging, and hits it out of the theme park.

3 Big Takeaways From Disney's Blowout Report

The strong subscriber additions by Disney+ in the latest quarter helped Walt Disney Co's flagship streaming service close the gap with market leader Netflix Inc, but industry watchers focused on future prospects for streaming in a saturating market.

Disney closes gap with Netflix, streaming industry future still in question

Walt Disney Co   (NYSE:DIS) is up 5.7% at $155.61 at last check, after the company reported better-than-expected fiscal first-quarter earnings of $1.06 per share on $21.82 billion in revenue.

Disney Stock Sees Options Surge on Earnings, Revenue Beat

The Walt Disney Company (NYSE:DIS) is using a mash-up of the old and new to keep itself relevant in its second century of existence. The new is the company's digital business and very well it is doing too while the old, specifically the theme parks that came to overshadow the film-making business in the final quarter of the twentieth century and the early years of the twenty-first, is arguably doing even better.

Walt Disney Company results show consumers' enthusiasm for spending extra to enhance the theme park experience

CEO Bob Chapek also reaffirmed guidance that the Disney+ streaming platform will have 230 million to 260 million subscribers by 2024.

Disney jumps 7% after earnings beat reveals record theme park demand and surge in steaming subscribers

Advanced Micro Devices

New Linde PLC

Disney posted a strong rebound quarter after all the bell Wednesday, one of a slew of positive reports.

Investing Club: What we're watching Thursday — Disney delivers, Linde beats, AMD gets early valentine

Shares of Walt Disney Co. DIS, +3.33% shot up 8.1% in premarket trading toward a three-month high, and accounted for all of the Dow Jones Industrial Average's DJIA, +0.86% early gain, after the media entertainment and theme park company reported fiscal first-quarter profit and revenue that beat expectations by wide margins. The stock's implied price gain would add about 79 points to the Dow's price, while Dow futures YM00, +0.20% rose 77 points, or 0.2%.

Disney's stock surge is why Dow futures are positive

Netflix

Roku

Shares of Roku are rising after streaming competitor Disney beat analysts' estimates for subscriber growth at Disney+.

Roku Stock Rises, Netflix Falls After Disney's Strong Subscriber Growth

The streaming television race is heating up, with Disney showing Wednesday it is closing the gap with market leader Netflix, whose stride has slowed.

As streaming TV competition rages, Disney+ shines

The Walt Disney Company (NYSE:DIS) shares jumped in after-market trading following forecast-busting earnings as consumers gave their mark of approval on its streaming offering. The owner of the Marvel Cinematic Universe and Star Wars franchises enjoyed top-line growth of 34%, the $21.82bn figure beating the $20.8bn expected on Wall Street.

News for Disney Stock (DIS)