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

Media and entertainment name Walt Disney Co (NYSE:DIS) is making headlines again this week, after Credit Suisse said yesterday's selloff was an overreaction, and noted the stock could soon bounce over 27%.

Disney Stock Eyes Rebound After Credit Suisse Comments

Shares of Walt Disney Co (NYSE:DIS) are extremely oversold, which means it may be time to buy. What To Know: Most trading in the stock market is done by computerized algorithms.

This Trading Model Says It's Time To Buy Disney Stock

The media giant suspended its payouts when the pandemic hit last year. It's not returning anytime soon.

Disney's Dividend Isn't Coming Back Soon

The 50th Anniversary Event is already driving demand for Disney World Tickets. Higher prices and new upcharges will drive revenue per guest.

Should You Buy Disney Stock Ahead Of Disney World Anniversary Event?

The Walt Disney Company (DIS) CEO Bob Chapek Presents at Goldman Sachs 30th Annual Communacopia Conference (Transcript)

Subscriber growth at Walt Disney Co.'s flagship streaming service has slowed in the current quarter, Chief Executive Bob Chapek said Tuesday, a development that sent company shares falling in midday trading.

The Wall Street Journal: Disney+ subscriber growth has slowed this quarter, CEO says

Delta Air Lines

Southwest Airlines

MGM Resorts

Boeing

Carnival

Norwegian Cruise Line

Royal Caribbean Cruises

Wynn Resorts

The vaccines working against Covid-19 have created a big rebound in a number of industries. Amid them, let's look at some stocks to buy.

7 Stocks to Buy Following Vaccine Victories

Walt Disney chief executive Bob Chapek said the company's global net paid subscribers will rise “by low single-digit millions” for its current fiscal fourth quarter from the third, and he put Wall Street on notice that long-term targets are still on track but they shouldn't assume growth will be a straight line. “A quarter-to-quarter business...

Disney CEO Bob Chapek Says Covid Shutdowns Reduced Streaming Content Available In Q4; Warns Wall Street, Subscriber Growth “Not A Straight Line”

A Wall Street analyst said Chapek is "clearly trying bring down quarterly expectations" for Disney+ growth.

Disney sinks 5% after CEO Bob Chapek warns about Disney+ subscription guidance and says delta variant is creating production delays

Coincidentally, this morning at Goldman Sachs' 30th annual Communacopia Conference, Disney CEO Bob Chapek was asked a question about the compensation of Hollywood talent in the wake of long-standing distribution models being upended and the advantages the studio has in terms of being a place that talent wants to work in a direct-to-consumer marketplace. This...

Disney CEO Defends Studio Amid Scarlett Johansson's ‘Black Widow' Lawsuit: “Our Talent Is Our Most Important Asset”

Disney CEO Bob Chapek warned Covid production delays due to the delta variant has created a smaller slate of new content than Disney had hoped.

Disney shares tumble as CEO projects lower fourth-quarter subscriber growth than estimates

Walt Disney Co (NYSE: DIS) is trading lower Tuesday afternoon after CEO Bob Chapek expressed some continuing COVID-19 Delta variant concerns while speaking at the Goldman Sachs 30th Annual Communacopia Conference. According to reports, Chapek said the resurgence of the variant is creating production delays for the fourth quarter.

Disney CEO Warns Of Production Delays, Stock Falls

Mickey Mouse has a pricing gun, and he's not afraid to use it.

Disney World Isn't Going to Get Any Cheaper Anytime Soon

Home Depot

Merck

Scoop up these underestimated blue chips while they're not getting much love from the market.

These 3 Dow Stocks Are Set to Soar in 2021's Second Half and Beyond

Disney Plus increased its awards tally to 14 at this year's Emmy awards, while competitor Netflix tied the record for most Emmy wins ever.

Disney Plus Increases Awards Tally at This Year's Emmys

Apple

U.S. indices were trading lower Monday for the session as investors weigh continued concerns over the COVID-19 Delta variant, the Federal Reserve's upcoming two-day meeting and a sell-off in some Chinese equities. The SPDR S&P 500 ETF Trust (NASDAQ: SPY) fell 1.67% to $434.04

Apple And Disney Lead The Dow Jones Lower

Comcast

FuboTV

Netflix

Roku

Spotify

ViacomCBS

Despite robust gains in the past year, these seven streaming video stocks could gain further traction in the coming months as well. The post 7 Best Streaming Video Stocks to Bet on Heading Into Q4 appeared first on InvestorPlace.

7 Best Streaming Video Stocks to Bet on Heading Into Q4

Walt Disney Co (NYSE: DIS) has paid $46 million for approximately 60 acres of land in southeast Orlando for its new Central Florida campus. What Happened: The Orlando Business Journal reported Dynamic Campus LLC, a Disney-connected company, acquired the property from Lake Nona Land Co. LLC, which is connected to Tavistock Development Co. The acquisition price comes to roughly $766,666 per acre.

Why Did Disney Buy 60 Acres In Orlando For $46M?

McDonald's

There are 50 reasons for theme park buffs to swing by Mickey D's now.

Disney World Is Giving McDonald's a Boost

Cathie Wood-led Ark Invest on Friday continued trimming its stake in Tesla Inc (NASDAQ:TSLA) and increased its exposure in Walt Disney Co (NYSE:DIS) on Friday. The popular investment management firm sold 14,362 shares — estimated to be worth $10.9 million— in Tesla via the Ark Next Generation Internet ETF (NYSE:ARKW).

Cathie Wood Shed Another $11M From Tesla Stake On Friday, Bought Disney And These Stocks Instead

Disney's stock price pushed higher Friday morning, offering some hope to bullish investors. The move higher saw Disney's stock (DIS) break above its short-term down-trend resistance line, triggering a buy signal.

Disney's Stock (DIS) Triggers Trading Buy Signal

Funneling first-run movies to the streaming service provided the initial rationale for people to subscribe.

Disney+ Is So Successful It Doesn't Need Exclusive Film Releases Anymore

Amazon

Discussing Disney's latest announcement and how it has affected the entertainment space.

Disney Movies and Amazon TVs

The House of Mouse is poised to thrive as economies reopen.

This Is My Best Reopening Stock

ARK Invest has added to its stake in the media giant on Monday and again on Thursday. Cue up the Mickey Mouse Club March.

News for Disney Stock (DIS)