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

Media Networks

Studio Entertainment

DTC & International

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 Q1 2021

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

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.

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 "Saw" horror films are now on Disney+, but why?

Disney Is Having a Horror Moment

Media company The Walt Disney Company DIS scored a box office hit with the highly anticipated Pixar sequel "Inside Out 2." The success of the movie could help Disney and movie theater stocks, as it follows the recent strong showing of "Bad Boys: Ride or Die" in June.

Disney Scores Box Office Hit With 'Inside Out 2': Could Shareholders Be Feeling More Joy And Less Anxiety?

Pixar's "Inside Out 2" opened to the biggest three-day weekend of 2024, grossing $155 million domestically. It's the second-biggest domestic opening ever for an animated movie, behind "Incredibles 2.

'Inside Out 2' is saving the summer box office — and proving Pixar was right to lean on sequels

Walt Disney Co (NYSE:DIS) is in the news today after "Inside Out 2" grossed $155 million domestically over the weekend.

Bull Signal Could Trigger Disney Stock Pop

Disney (DIS) faces risks arising from competitive pressures and elevated valuation in 2024, which makes this iconic brand with an impressive collection of media assets worth a wait for investors.

Is Disney (DIS) Stock Worth Buying for Investors in 2024?

Walt Disney's animated sequel had huge sales. The take lifted Disney along with theater chains.

‘Inside Out 2' Is a Blockbuster. Are Movie Chains Finally Back?

"Inside Out 2" sold nearly $300 million in ticket sales worldwide for its debut weekend, giving Disney the theatrical animation hit it needs to get back on track. Two updated attractions will open at Disney World's Magic Kingdom in the next 30 days, spurring guest interest, merchandise sales, and an interest in older animated properties.

Disney Is Ready to Win This Summer

Carrier Global

Edgewell Personal Care

Generac Holdings

Home Depot

Lennox International

Lowe's

Six Flags

Trane Technologies plc

Watsco

As residents of the Midwest and Mid-Atlantic United States brace for a historic heat wave, here are 10 stocks that could be impacted by June's extreme weather.

Heat Wave Hits US: 10 Stocks To Watch During June's Sweltering Temperatures

Entertainment powerhouse The Walt Disney Co. NYSE: DIS has already had a drama-filled year. CEO Bob Iger had to fend off a proxy battle for board seats with billionaire activist investor Nelson Peltz and his Trian Fund.

Is the Disney Stock Sell-Off a Prime Buying Opportunity?

Shares in Walt Disney Co (NYSE:DIS, ETR:WDP) are set to open more than 1% higher after its latest Pixar film Inside Out 2 broke several box office records over the weekend. Global showings of the family comedy generated an estimated £232.6 million (US$295 million) over the first three days of its release.

Inside Out 2's record debut provides boost for cinemas

Hollywood's summer movie anxieties gave way to joy this weekend with the massive debut of Disney and Pixar's “Inside Out 2.” The animated sequel earned $155 million in ticket sales from 4,440 theaters in the U.S. and Canada, according to studio estimates Sunday.

‘Inside Out 2' scores massive $155 million opening, second-biggest ever for an animated film

It may seem counterintuitive, but the addition of anxiety, embarrassment, ennui and envy seemed to be exactly what was needed at the box office as "Inside Out 2," which saw its teenage main character introduced to emotions for the first time, grossed $155 million in its first few days to become the year's best opening—and the second best opening ever for a Pixar animated film.

'Inside Out 2's $155 Million Opening Weekend Is The Best Of The Year—By Far

Pixar's “Inside Out 2” generated an estimated $155 million in U.S. sales in its opening weekend, the strongest debut for a film this year and a jolt for the summer box office.

‘Inside Out 2' Hits $155 Million in U.S. for Year's Biggest Opening Weekend

Disney and Pixar's "Inside Out 2" debuted with an estimated $155 million domestically, the second-highest theatrical opening of an animated film. It is the first film since Warner Bros.

'Inside Out 2' hits $155 million domestic debut, second-highest animation opening ever

Animated Pixar movie "Inside Out 2" made an estimated $155 million in U.S. and Canadian ticket sales over the weekend, according to estimates released on Sunday.

'Inside Out 2' domestic box office debuts at $155 million

Disney's current valuation hovers just below $200 billion. CEO Bob Iger currently stake is likely around 2.4 million shares worth roughly $240 million.

This Is The Biggest Individual Investor in Disney Stock, And It's Not Bob Iger

A look at the Walt Disney Co (NYSE: DIS) stock chart shows how long investors have suffered.

Disney Shareholders Continue To Suffer

Disney's and Pixar's “Inside Out 2” has already grossed $13 million in Thursday previews on its way to a projected $80 million to $100 million domestic opening weekend, multiple outlets reported Friday, putting the Disney sequel on track to land the coveted title of biggest movie of 2024, so far.

‘Inside Out 2' Grosses $13 Million In Previews, And Could Be Biggest Movie So Far This Year

Pixar's "Inside Out 2" arrives in theaters this weekend and is aiming for a $100 million opening. Disney seems confident in the animated sequel, as the film is expected to have a 100-day theatrical run, a nearly unheard-of stint nowadays for animated features and non-blockbuster action flicks.

'Inside Out 2' arrives in theaters and could hit a 100-day run. Here's why that's increasingly rare

Judging by the huge crowds which have gathered at Tokyo Disney Resort since its new Fantasy Springs land opened last week you would have thought that it was guaranteed to have a happy ending. In fact it could become one of the most expensive mistakes ever made in a Disney park.

The $2.1 Billion Disney Theme Park Gamble

Because the Walt Disney (NYSE: DIS ) company has been around for so long, you might assume that Disney stock is a perfect set-it-and-forget-it portfolio holding. Yet, I encourage you to conduct your due diligence and check the facts.

Looking for Value and Decent Dividends? Then Avoid Disney Stock.

The Walt Disney (NYSE: DIS) stock price has plunged hard since it published relatively weak financial results in May. After soaring to $124 in March, it has crashed to $100, moving it to a bear market.

Disney stock price forecast as DIS tumbles below key support

Disney reported strong Q2 results with underlying profitability improvements overshadowed by a $2.1 billion goodwill impairment. Multiple successes such as profitable DTC business along with great performance by the experiences division suggest Disney's core products continue to resonate with consumers. Shares appear 22% undervalued after the recent market sell-off suggesting a real GARP opportunity could exist in the company's stock.

Disney's Q2 Earnings Sparkle With Shares Still Trading At An Undervaluation

Charter Communications

Warner Bros Discovery Inc

The world's largest media companies garnered mixed reviews in 2023.

The World's Largest Media Companies 2024: Disney, Charter Communications And Warner Bros. Discovery All Fall

Tiana's Bayou Adventure, the rethemed Splash Mountain, is set to reopen June 28 at Walt Disney World Resort in Orlando, Florida. The revamp, which was annouced four years ago, is part of a bigger strategy for Disney to infuse relevant, fan-favorite intellectual properties into its existing rides and theme parks.

News for Disney Stock (DIS)