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

The House of Mouse paused its dividend payout at the pandemic onset to preserve cash.

Will Disney Restart Dividend in 2022?

Comcast

Drive Shack

Coppersteel Holdco Inc

MGM Resorts

SeaWorld Entertainment

Six Flags

With the Covid-19 crisis likely to fade at some point, risk-tolerant investors may consider entertainment stocks to buy. The post 7 Entertainment Stocks to Buy as Americans Push for a Full Reopening appeared first on InvestorPlace.

7 Entertainment Stocks to Buy as Americans Push for a Full Reopening

Disney generated $1.17 billion at the domestic box office in 2021, the most of any studio in the industry.

Marvel heroes propelled Disney to the top of the 2021 domestic box office

Walt Disney Co. has been a stable dividend stock till it suspended its dividends in 2020. As it recovers from the COVID-19 pandemic, you might be wondering if it is ready to resume its dividends in 2022.

Walt Disney: Is It Ready To Resume Dividends In 2022?

BURBANK, Calif.--(BUSINESS WIRE)--The Walt Disney Company (NYSE: DIS) will discuss fiscal first quarter 2022 financial results via a live audio webcast beginning at 4:30 p.m. ET / 1:30 p.m. PT on Wednesday, February 9, 2022. Results will be released after the close of regular trading on February 9, 2022. To listen to the webcast, please visit www.disney.com/investors. The webcast presentation will be archived.

The Walt Disney Company Executives to Discuss Fiscal First Quarter 2022 Financial Results via Webcast

Hong Kong Disneyland is closing down for two weeks to combat a rise in COVID-19 cases. Disney's stateside parks could -- but probably won't -- follow suit.

Will Disney World and Disneyland Close Again in 2022?

Twenty-First Century Fox

ViacomCBS

AMC Entertainment

Macquarie analyst Tim Nollen lowered the price target on multiple media network companies. Nollen lowered the price target on The Walt Disney Co (NYSE: DIS) to $185 from $195 and kept an Outperform on the shares.

Macquarie Slashes Price Targets On Disney, Viacom, Fox, AMC, Comcast As "Streaming Wars Go Global"

Airbnb

Chegg

Pinterest

An economy recovering from the pandemic could provide a tailwind for these five stocks in 2022.

2022 Market Prediction: These 5 Stocks Will Be Winners

Amazon

Netflix

Spending on subscription streaming services such as Netflix, Amazon Prime Video, Disney+ and NowTV soared by 28% to £3.16bn in the UK last year. Overall spending on entertainment, which covers digital and physical video, music and gaming – including sales of CDs, DVDs and video games – rose to £9.7bn in 2021, up by 4.6% from 2020, according to preliminary figures from Entertainment Retailers Association (ERA).

Streaming services Netflix, Amazon Prime and Disney+ see boom as UK spends almost £10bn on home entertainment in 2021

Amgen

Boeing

Dow Inc

Honeywell

Merck

Visa

Verizon

Verizon Communications Inc 5.9 % Notes 2014-15.2.54 Sr

Walmart

"There are a few comeback stories in the dogs of the Dow, but for the most part I don't expect these dogs to have their day in 2022," the "Mad Money" host said.

Jim Cramer's 2022 forecast for3M

Crocs

NIKE

Peloton

Roku

Growth stocks and promising comeback stories should dominate the market this month.

5 Top Stocks to Buy In January

Arrow Financial

SPDR Dow Jones Industrial Average ETF

First Merchants

General Motors

Nokia

TreeHouse Foods

Zimmer Biomet Hlds

To find solid independent market analysis and investment ideas, I like to regularly consult those unsung market heroes — stock newsletter writers.

Why the bull market will stay alive in 2022 — plus 8 cheap stocks for your money now

CVS Health

Alphabet

Exxon Mobil

Five macro themes investors need to keep in mind when investing for 2022. Five suggested stocks to buy related to those themes and valuations. GOOG, CVS, DIS, FB and XOM are a buy and will provide your portfolio a boost for 2022.

5 Secular Trends And Stock Picks For 2022

Accenture Plc

Starbucks

James 1:27. Religion that is pure and undefiled before God the Father is this: to visit orphans and widows in their affliction, and to keep oneself unstained from the world.

True Religion in Value

Disney (DIS) was the Dow's worst performer in 2021. Will 2022 be different?

What Should Investors Expect From Disney (DIS) In 2022?

Spotify

Streaming video service leaders Netflix Inc (NASDAQ:NFLX) and Walt Disney Co (NYSE:DIS) are facing unprecedented competition in 2022, and the latest download numbers from BofA Securities suggest ViacomCBS Inc (NASDAQ:VIAC) service Paramount+ is coming on strong. The Numbers: On Tuesday, BofA analyst Jessica Reif Ehrlich said the December streaming service download numbers for Paramount+, Manchester United PLC (NYSE:MANU), Liberty Media Formula One (NASDAQ:FWONK) and AT&T Inc. (NYSE:T) subsidiary HBO were particularly impressive.

Holiday Streaming Wars: ViacomCBS, Spotify Impress In December, While Disney And Netflix Downloads Drop

Wells Fargo analyst Steven Cahall notes that the past few months have shown that The Walt Disney Co (NYSE:DIS) will likely face some severe content obstacles to meet its FY24 subscriber guidance. Thus, the backdrop for Disney into 2022 is a "proper execution story," Cahall contends.

News for Disney Stock (DIS)