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

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

DIS's reorganization in 2020 cleared up and consolidated business segments with a clear purpose. Financials indicate soundness of fundamentals and a steady trend in most profit-impacting line items.

Disney's FY Report Showcases Its Nimbleness And Diversification Benefits

Disney is debuting several new promotions for its inaugural “Disney+ Day” on Nov. 12, 2021, including a subscription for $1.99, according to a Monday (Nov. 8) press release. This $1.99 deal for Disney+ is a discount from its standard $7.99 per month price, and will apply to both new and returning subscribers, although the deal […]

As New Subscriber Signups Slow, Disney Launches Intro Streaming Discount

Disney dropped 7% in its worst session since June 2020. Two technical traders share what the charts suggest as to the stock's next move.

Disney just had its worst day since June 2020. Traders make the case for its next move

Tesla

One advantage to listening to the PreMarket Prep show: hot stocks for the day are discussed at length from both and technical and fundamental viewpoints. No other financial broadcasts have the time or the talent to do this.

PreMarket Prep Stocks Of The Day: Breaking Down Disney, Tesla Technicals

Disney shares are falling after the company reported disappointing earnings that included a slowdown in Disney Plus subscriber growth numbers.

Disney (DIS) Falls After Disappointing Earnings Report

Disney+ streaming numbers aren't going up fast enough, but costs are rising and creating an inflation issue for the parks business which lacks a quick fix.

Disney's magical pricing power can't out ride inflation right now

Here's what four analysts who cover Walt Disney Co (NYSE:DIS) had to say about the company's fourth-quarter earnings, slower growth for Disney+ and what's ahead for the media giant. The Disney Analysts: Morgan Stanley analyst Benjamin Swinburne has an Overweight rating and a $210 price target.

4 Disney Analysts Dissect The Mouse's Earnings

"It actually strengthens the brand of ESPN when you have a betting component, and it has no impact on the Disney brand," Bob Chapek told investors.

Disney CEO says sports-betting pursuits 'will have no impact' on the family-centric brand due to shifting attitudes toward gambling

Shares of Walt Disney Co. dove toward an 11-month low Thursday, as multiple analysts cut price their price targets, even the bullish ones, in response to the media and theme-park giant's disappointing earnings and outlook for Disney+ subscribers.

The Ratings Game: Disney's stock drops after most disappointing earnings report in 10 year prompts price target cuts, even by bullish analysts

Disney shares are down 8% in heavy trading, extending a selloff that started yesterday after the media conglom posted weaker than expected earnings and streaming data for the September quarter. The dip in the shares, changing hands at about $161, is weighing on the broader market. Disney is one of only 30 highly selective, heavyweight...

Disney Shares Extend Losses; Investors Fret Over Streaming Growth As Disney+ Turns Two

Growth in the Disney+ streaming service helped Walt Disney's business navigate the pandemic, but it is now causing investors to bail.

Why Disney+ Became a Minus for the Stock Today

The media giant delivers mixed quarterly results, but everyone's focusing on the Disney+ subscriber shortfall.

When Will Disney Stock Be About More Than Just Disney+?

The Walt Disney Co (NYSE: DIS) is trading lower Thursday after the company announced worse-than-expected fiscal fourth-quarter financial results. Disney reported quarterly adjusted earnings of 37 cents, which came in below the estimate of 44 cents.

Why Disney Shares Are Falling Today

Shares of Walt Disney Co. DIS, -0.38% sank 5.6% premarket toward a 10-month low in premarket trading Thursday, enough to be the biggest decliner among S&P 500 SPX, -0.82% components ahead of the open, in the wake of the entertainment giant's disappointing fiscal fourth-quarter results and downbeat outlook for its Disney+ streaming service. The stock was on track to open at the lowest price seen during regular-session hours since January, and was headed for the biggest one-day selloff since dropped 7.8% on June 11, 2020.

Walt Disney's stock selloff toward 10-month low would cut about 64 points off the Dow's price

Walt Disney Co (NYSE: DIS) is planning a foray into metaverse as the buzz around virtual environments intensifies.  What Happened: Disney CEO Bob Chapek touched on some of the company's “firsts” at the fourth-quarter earnings call.

Disney Sets The Stage To Go In On Metaverse, CEO Touts Company's History As 'Early Adopter' Of Technology

The fall hasn't been kind to Disney's streaming ambitions. Disney+ added just 2.1 million subscribers in its fourth quarter, giving it a total of 118.1 million customers.

Disney+ added fewer subscribers than expected this quarter

Disney+ has been hitting a wall in subscriber sign-ups after a period where they seemed to be skyrocketing, The Wall Street Journal (WSJ) reported. The entertainment giant added just over 2 million subscribers in the fourth quarter, which ended Oct. 2, according to the report.

Disney+ Streaming Service Adds Just 2 Million Subscribers, Stock Drops 4.6%

Mickey Mouse is poised to venture into the metaverse.

Disney wants to become the happiest place in the metaverse

The Walt Disney Company (DIS) CEO Bob Chapek on Q4 Fiscal Year 2021 Results - Earnings Call Transcript

Disney (DIS) delivered earnings and revenue surprises of -27.45% and -1.70%, respectively, for the quarter ended September 2021. Do the numbers hold clues to what lies ahead for the stock?

Walt Disney (DIS) Q4 Earnings and Revenues Miss Estimates

Shares of the Walt Disney Company (NYSE: DIS) fell 5.0% in after-hours trading on weak financial results for its fiscal fourth quarter.   Fourth-quarter financial performance Disney reported $159 million in net income that translates to 9 cents a share versus the year-ago figure of 39 cents of per-share loss.

Disney's Q4 results disappoint: ‘we expect a strong bounce back in Q1'

Disney's (DIS) Q4 earnings and revenue missed analysts' expectations. However, revenue for the Parks, Experience and Products segment beat estimates.

Disney Q4 FY2021 Earnings Report Recap

Disney, WarnerMedia and ViacomCBS all added subscribers in the third quarter, but streaming growth slowed from the prior quarter.

Disney makes the trend clear: Growth is slowing for streaming services

Shares of the Mouse House fell nearly 5 percent in after-hours trading on the news.

Disney+ hits a speed bump and investors nail sell button

The Walt Disney Company held its forth quarter and full fiscal year earnings call today, which revealed more information about theme parks bouncing back after reopening throughout the past 13 months, new subscriber counts for Disney, and an inside peek into what's next for the studio side of the.

News for Disney Stock (DIS)