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

Hedge fund investor Dan Loeb has urged Disney to offer an array of content options on its streaming platform.

Activist Investor Urges 'All You-Can-Eat' Disney (DIS) Streaming

Disney's (DIS) fiscal Q3 results are expected to reflect slow yet recovering top-line growth despite steady increase anticipated from Disney+.

Walt Disney (DIS) to Report Q3 Earnings: What's in the Cards?

The legal melodrama between Walt Disney Co (NYSE: DIS) and its “Black Widow” star Scarlett Johansson has taken a new turn as the studio seeks to relocate the actress' litigation from the public gaze in a courtroom to a confidential arbitration setting. What Happened: Johansson filed a lawsuit last month in Los Angeles Superior Court claiming Disney's decision to release “Black Widow” in a simultaneous streaming premiere with its theatrical run represented a breach of her contract, which she said included a guarantee of an exclusive theatrical release.

Disney Seeks Confidential Arbitration For Settling Scarlett Johansson's 'Black Widow' Salary Lawsuit

The business environment Disney operates in may has changed for good. Can the company successfully navigate the change?

Here's Why Disney Stock Is Worth the Risk

AT&T

The weekly box office was always an equalizer of sorts but the rise of streaming has significantly altered the takeaways gleaned from it by investors and the overall industry.

How Disney And AT&T Did Investors A Favor With Their Streaming Strategies

Our preview of the upcoming week's earnings reports include Walt Disney (DIS), Planet Fitness (PLNT), Coinbase Global (COIN) and Airbnb (ABNB).

Will Earnings Give Walt Disney (DIS) Stock a Much-Needed Jolt?

Activist investor Dan Loeb noted that the combined strength of Walt Disney Co.'s (NYSE:DIS) various sports, general entertainment, and blockbuster franchises remains “unparalleled” in the global media industry. What Happened: In a letter to investors of his hedge fund Third Point, Loeb said, while Disney's progress so far has been commendable, more can be done to unlock the company's full potential of its streaming service.

Disney's Combined Strength Across Sectors Remains 'Unparalleled' In Global Media Industry, Says Dan Loeb

Airbnb

YETI

These companies are poised to deliver returns as COVID-19 restrictions ease.

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CuriosityStream

Take-Two Interactive Software

These innovators and industry leaders have what it takes to serve up strong returns.

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The president of the Screen Actor's Guild slammed Disney for "bullying" Scarlett Johansson in a public statement it made about the "Black Widow" star's lawsuit.

Disney 'should be ashamed' for statement against Scarlett Johansson, SAG president says

Finding strong, market-beating stocks with a positive earnings outlook becomes easier with the Focus List, a top feature of the Zacks Premium portfolio service.

Why This 1 Consumer Discretionary Stock Could Be a Great Addition to Your Portfolio

General Motors

These were all trading at steep discounts during the 2020 market crash, but I'm planning to hold for the long haul.

I Bought These 3 Large-Cap Stocks in 2020 -- Which Will Be the Biggest Winner?

Netflix

U.S. customers are spending more time and money streaming their favorite shows than they did six months ago, shows the latest J.D. Power survey.

Netflix, Disney+, Amazon Prime Video, Other SVOD Services Are Seeing Customers Spend More Now Than During Pandemic: Survey

Salesforce

U.S. indices finished higher Thursday as traders and investors contemplate recent earnings and weigh ongoing COVID-19 Delta variant guidance. The SPDR Dow Jones Industrial Average ETF Trust (NASDAQ: DIA) gained 0.75% to $350.61

Disney And Salesforce Gain As The DIA Finishes Higher Thursday

The Disneyland Resort recently announced a new annual pass program for it's most loyal customers called the Magic Key.

Disney's New Annual Pass Program Is Good For Guests And The Company

Walmart

Historically speaking, these two data points wouldn't be considered good, but right now they're positive signs.

2 Updates That Sent the Dow Jones Surging 195 Points Higher Are Great for Disney, Salesforce, and Walmart

Walt Disney Co (NYSE: DIS) is opening an animation facility in Vancouver to focus on long-form series and special projects for its Disney+ streaming service. What Happened: According to Animation Magazine, the new Walt Disney Animation Studios facility will open in January and its first project will be a musical series based on the 2016 film “Moana,” which is scheduled for a Disney+ premiere in 2024.

Disney To Launch Animation Facility In Vancouver And Expand In California

Economic indicators and earnings reports from some major names will keep trickling in throughout the second week of August, though at a much slower pace, as the earnings season starts to wind down.

Disney Earnings, Jobs Data to Highlight Upcoming Week

Walt Disney Co (NYSE:DIS) has gone forward with its plans to update its parks throughout the pandemic although some of its plans have been delayed. Disney's newest addition, its World-based Galactic Starcruiser hotel, was originally slated to open this year but will now open in spring 2022.

Disney Stock Squeezes Into Well Defined Pattern: What's Next?

If tickets for Jeff Bezos and Sir Richard Branson-led space tourism ventures seem outrageous, you clearly haven't heard about how much The Walt Disney Co (NYSE: DIS) is charging for the upcoming "Star Wars: Galactic Starcruiser" at its resorts attached to the Hollywood Studios on planet Earth. What Happened: Disney on Wednesday updated its website to finally reveal the prices for the two-day, live-action, role-playing Star Wars-themed luxury hotel currently being built near Disney's Hollywood Studios, in Florida.

Disney Offers Families Chance To Be Real-Life Star Wars Heroes If They're Willing To Shell Out $6,000

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Starbucks

My Dividend Growth Portfolio July Update: $500K Across 32 Holdings, 3 Buys, And 2 Sells

The world's leading theme-park operator introduces the Magic Key plan at its original California resort, replacing the program it suspended in January.

News for Disney Stock (DIS)