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

Chipotle

Coca-Cola

Pfizer

Simon Property Group

Toyota Motor

Twitter

While markets have not been as volatile so far in February as they were in January, they have proven to be sensitive to earnings beats and misses. In the coming days we'll hear from a major pharmaceutical company, automaker, restaurant chain, entertainment conglomerate, and technology concern.

7 Earnings Reports to Watch the Week of February 7

Disney+ doesn't have to reach management's subscriber guidance for investors to make a good return.

Why Concerns Over Disney's Streaming Growth Are Overblown

Moderna

Block

January's market drop has created a buying opportunity for investors who looking for cheap stocks to buy for value and long-term profits. The post 3 Cheap Stocks to Buy Now Before They Take Back Off appeared first on InvestorPlace.

3 Cheap Stocks to Buy Now Before They Take Back Off

The Disney Wish's German builder delayed delivery due to Covid-19 and disruptions to production.

Disney's Newest Cruise Ship Delayed By Six Weeks In Latest Covid-Era Setback

A study found that churn is highest for those signing up for a new service. Disney's legacy content might offer an edge over other streaming services.

Why Disney Plus Holds an Edge Over Other Streamers

Walt Disney Co (NYSE:DIS) is the latest company that could be launching into the fast-growing non-fungible token space. What Happened: A new job posting on the Disney Careers site for a Business Development Manager for the Parks, Experiences and Products business segment involves NFTs in the description.

Disney Looks Ready To Hire For NFT Jobs: Here's What We Know

Disney has a hot job listing for a key player who can marry cryptocurrency with the entertainment giant's media assets.

Disney launches search for NFT manager

Quarterly results and new content will highlight the shortest month of the year.

4 Dates for Disney Stock Investors to Circle in February

Apple

Netflix

Diving into two mega-cap stocks, Disney (DIS) and Coca-Cola (KO), ahead of their earnings releases to see if investors might consider buying either stock now to hold for the long haul.

Buy These Mega-Cap Stocks Now and Hold for Years?

Comcast

AT&T

Streaming-video services get a surge of subscribers when they launch a hotly anticipated show or movie. But many of these new customers unsubscribe within a few months, according to new data.

Disney+, HBO Max and other streamers get waves of subscribers from must-see content, but keeping them is hard

Shares of several companies in the broader communication services sector, including Walt Disney Co (NYSE:DIS), are trading higher as stocks rebound following a steep selloff over the past month, which was driven by concerns of Fed policy tightening going into 2022. The broader market has been pressured during the month of January amid a rise in Treasury yields, which has pressured company valuations.

Why Disney Shares Are Rising

Amgen

Boeing

Merck

Verizon

Verizon Communications Inc 5.9 % Notes 2014-15.2.54 Sr

Just because a company is a massive household name doesn't always mean investors should jump in after its stock takes a sizable dip.

Are the Dow's Worst-Performing Stocks of 2021 Ready to Rebound in 2022?

Media and entertainment giant The Walt Disney Company (NYSE: DIS) stock has been collapsing with the benchmark indexes in 2022.

Walt Disney Stock is Dangling a Carrot

Shopify

You'll want to consider buying the dip on these quality stocks.

3 of the Best Growth Stocks to Buy in February 2022

The House of Mouse is scheduled to report fiscal 2022 first-quarter earnings on Feb. 9.

Did Walt Disney Accelerate Subscriber Growth in Q1?

Wall Street doesn't seem to care about subscriber retention, or that the huge subscription gains for Disney and Netflix in 2020 may have been Covid-specific.

Netflix And Disney May Struggle To Match Wall Street's Impossible Expectations

Honeywell

Following the trade, the Charitable Trust will own 725 shares of Disney and 575 shares of Honeywell.

Cramer's Investing Club: We're putting more cash to work, adding to Disney and Honeywell

World Wrestling Entertainment

Walt Disney Co (NYSE: DIS) has signed a deal with World Wrestling Entertainment, Inc. (NYSE: WWE) to exclusively stream WWE Network programming in Indonesia on the Disney+ Hotstar service. What Happened: According to a Deadline report, the Indonesia offering will begin on Jan. 30 with the presentation of the Royal Rumble from St. Louis.

Disney Inks Streaming Deal With WWE For Indonesia Market: Will More Markets Follow?

Walt Disney Co has named Alexia Quadrani, a former analyst for JP Morgan & Chase Co's media equity research group, as senior vice president of investor relations, reporting to Chief Financial Officer Christine McCarthy.

Disney names Alexia Quadrani to lead investor relations

BURBANK, Calif.--(BUSINESS WIRE)--Alexia Quadrani is being named Senior Vice President, Investor Relations for The Walt Disney Company (NYSE: DIS), it was announced today by Christine McCarthy, Senior Executive Vice President and Chief Financial Officer. Ms. Quadrani most recently served as Managing Director and Senior Analyst for J.P. Morgan's U.S. Media Equity Research group. She will report directly to Ms. McCarthy. “Alexia is a highly skilled financial professional whose expertise as an ind

Alexia Quadrani to Lead Investor Relations for The Walt Disney Company

Mattel

Disney Princess and Frozen toys are a lucrative business line for The Walt Disney Co (NYSE: DIS) and also for whomever lands the licensing rights to the popular brands. Here's how those rights changing hands can once again benefit Mattel Inc (NASDAQ: MAT).

Mattel Wins Back Frozen And Disney Princess Rights: Why Investors Are Cheering

Disney+ is launching in 42 additional countries and 11 territories in Europe, the Middle East and Africa this summer. Notable new countries include South Africa, Turkey, Poland and the United Arab Emirates.

Disney+ is expanding to 42 more countries this summer

Mattel Inc. ( MAT , Financial) has signed a multi-year global licensing agreement for the Disney ( DIS , Financial) Princess and Frozen franchises, the company announced yesterday. This means Mattel will now have the global licensing rights to develop these lines of toys for Disney Consumer Products, Games and Publishing, including fashion dolls, small dolls and figures.

Mattel Signs Licensing Deal With Disney

Advanced Micro Devices

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Upstart Holdings

These seven top high-growth stocks are among the best options for long-term investors seeking sustainable growth and reasonable returns. The post 7 High Growth Stocks to Buy Despite Rising Interest Rates appeared first on InvestorPlace.

News for Disney Stock (DIS)