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

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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

Archer-Daniels-Midland Company

Alaska Air Group

Bank of America

Anheuser-Busch InBev

Expedia

Gaming and Leisure Properties

Coca-Cola

Southwest Airlines

Vici Properties

Wyndham Hotels & Resorts Inc

The first full FDA approval of a COVID-19 vaccine has investors rejuvenated about the prospects for so-called recovery stocks.

‪11 Recovery Stocks That Could Get a Vaccine Spark‬

Walt Disney Co.'s DIS, +0.71% Disney Cruise Line said Tuesday it will require all passengers at 12 years old on cruise ships departing from Port Canaveral, Florida for the Bahamas to prove they were fully vaccinated for COVID-19 before boarding. The requirement comes after the government of The Bahamas required that for sailings from Sept.

Disney Cruise Line to require proof of vaccinations for passengers on cruises to The Bahamas from Florida

The company has also reached a deal to require vaccinations for all of its unionized Walt Disney World employees.

Disney Requires Cruise Passengers To Bahamas To Get Vaccinated Against Covid-19

Automatic Data Processing

Fifth Third Bancorp

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Lowe's

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Realty Income Corp

One of the best advantages of adding dividend-paying mega-cap stocks to a portfolio is the stability that they provide for income investors. The post 7 Mega-Cap Stocks to Buy That Have Stable Dividends appeared first on InvestorPlace.

7 Mega-Cap Stocks to Buy That Have Stable Dividends

Walt Disney Co (NYSE: DIS) has reached an agreement with the labor union representing the workers in its Florida attractions over the timetable for employee COVID-19 vaccinations. What Happened: On July 30, the company announced it was enacting a new corporate policy “requiring that all salaried and non-union hourly employees in the U.S. working at any of our sites be fully vaccinated.

Disney Reaches Deal With Florida Unions On Employee Vaccinations

The House of Mouse lost $7 billion at theme parks in fiscal 2020 due to the coronavirus pandemic.

Disney's New Price Policies Inclusive, or Greedy?

Disney Genie+ isn't winning a lot of converts from theme park enthusiasts, but it's the right call at the right time.

Disney World's Controversial Move Will Win the Boo Birds Over

Should you bring a bucket or a thimble to the buying window for Disney shares?

Is Walt Disney Stock a Buy Today?

Disney has reached a deal with unions to require all of its unionized employees working at Disney World to be vaccinated against Covid-19 by October 22, 2021.

Disney World reaches deal with unions to require Covid-19 vaccinations for unionized employees

Target will add miniature Disney stores to more than 160 locations just in time for the holiday toy rush, it announced Monday.

Disney is the latest company to launch mini-shops inside other retailers

Target

Target is serious about winning the holiday toy game this year. It is expanding its Disney shops, and has exclusive deals with top brands.

Target Takes Aim At Holiday Toy Sales, With Disney Shops Expansion, Exclusive Deals

Disney filed a motion to force Scarlett Johansson into a private arbitration over her "Black Widow" lawsuit, but the actor's lawyers want their day in court.

Disney wants to move Scarlett Johansson's lawsuit behind closed doors, her lawyers want an open court

Ahead of the holiday shopping season, Target is expanding its partnership with Disney, adding dozens of new shop-in-shop experiences to locations across the country as the Minnesota-based retailer looks to keep its traffic up in the second half of the year. By the end of 2021, more than 160 Target locations will have Disney stores […]

Target Adding Nearly 100 Disney Shops To Stores In Expanded Partnership

Target Corporation (NYSE: TGT) has announced that it will add 100 more Disney shops within its outlets in a bid to help drive traffic ahead of the holiday season. Currently, the retailer has around 1,900 stores across the US, and it started opening Disney (NYSE: DIS) shops at various locations three years ago.

Target expanding toy section with the addition of 100 Disney shops

Target Corporation (NYSE: TGT) is teaming with Walt Disney Co (NYSE: DIS) with the expansion of Disney-themed shops within the big-box retailer's stores. What Happened: More than 160 Disney mini-shops will be within its stores by the end of the year.

Disney To Open More Than 160 Mini-Shops Within Target Stores

Starbucks

Investing in proven performers increases your chances of making money.

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Target Corp. is preparing for the holiday season with toy exclusives and an expanded partnership with Walt Disney Co. that will bring more than 160 Disney shops to store locations nationwide.

Target prepares for the holidays with expanded Disney partnership, more toy exclusives

The retailer has added destinations like a mini Disney store or an Ulta Beauty shop to draw foot traffic and encourage shoppers to browse.

Target to add more than 100 Disney shops to stores as holiday season approaches

Over the years a battle has brewed between the Walt Disney Company (NYSE: DIS) and Sony Corp (NYSE: SONY). The battle stems from the controlled interest Sony has in one of the most popular comic book characters of all-time: Spider Man.

Disney Reportedly Considering Purchase Of Spider-Man Rights Or Film Division From Sony: What Investors Should Know

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PepsiCo

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A lot of companies suspended their payouts in 2020. Some of them aren't coming back anytime soon.

When Will Disney, Ford, and AMC Pay Dividends Again?

Tesla

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I regularly screen for stocks making new highs and new lows, usually on a three-month time frame. The logic here being that if a stock is making a new three-month high, it's either in an established up-trend or it's just beginning a rotation to a bullish phase.

What Do TSLA, DIS and CAT Have in Common?

Netflix

Morgan Stanley picked the Walt Disney Co (NYSE: DIS) and Netflix Inc (NASDAQ: NFLX) as its top media plays on Thursday, despite people now spending less time indoors as the COVID-19 restrictions continue to ease. The past two quarters have been rough for both companies from the stock perspective.

Disney vs Netflix: traders pick sides after Morgan Stanley's bullish call

Walt Disney Co (NYSE:DIS) and Netflix Inc (NASDAQ:NFLX) are Morgan Stanley's top two tech stocks for the second half of the year, analyst Benjamin Swinburne said Friday on CNBC's "TechCheck." The story for media stocks in 2021 has been an "unbelievably strong" advertising recovery and very tough comparable streaming numbers year on year, Swinburne said.

News for Disney Stock (DIS)