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

Two Motley Fool contributors believe good times can return for shareholders. Here's why.

Down 50% Since Its 2021 Peak, Can Disney Stock Be Great Again?

At a time when the stock market has – despite some staggering corrections – been hitting new all-time highs (ATH) after new all-time highs, Disney (NYSE: DIS) has not been a particularly strong performer and, by extension, a particularly good investment.

What's next for Disney stock as DIS forms first death cross in over a year

Disney is expected to publish its Q3 FY'24 results in early August. We expect Disney's revenues to come in at $23.2 billion for the quarter, slightly ahead of consensus estimates, marking an increase of about 3% compared to the last year.

Does Comcast's Theme Park Sales Drop Spell Trouble For Disney's Q3?

Netflix

Warner Bros Discovery Inc

Disney Entertainment and Warner Bros. Discovery have launched a new streaming bundle, combining Disney+, Hulu, and Max, to compete directly with Netflix, Apple, and Amazon Prime.

Disney and Warner Bros unveil Netflix competitor for under $30 ad free

Dropbox

Workhorse Group

When most people think of index funds, they gravitate toward the S&P 500 and the Nasdaq Composite. It's no surprise that these benchmarks receive the most attention.

3 Stocks to Sell That Have Underperformed the Russell 2000 This Year

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Amazon

Costco

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Microsoft

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NVIDIA

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Tesla

The stock market is a fickle mistress, promising extraordinary wealth to some and heart-wrenching losses to others.

$1000 In These Stocks Would Have Made You Beyond Wealthy

Licensing agreement completed, Disney content scheduled to be introduced in the Carrieverse metaverse Securing contact with various users around the world, through Inside Out, Disney Tsum Tsum, etc. SEOUL, South Korea , July 25, 2024 /PRNewswire/ -- Carrieverse Co., Ltd.

Carrieverse Presents, "Disney" in the Metaverse

A streaming bundle comprising Disney+, Hulu and Max services will be available in the United States from Thursday for a monthly price of $16.99 with ads, and $29.99 without ads, parent companies Walt Disney and Warner Bros Discovery said.

Disney, Warner Bros launch streaming bundle with ad-free plan for $30/month

Intel

Intel is in the early stages of building a world-class foundry business, and the market isn't giving the company any credit. Disney stock has been hammered, but the company is making good progress turning itself around.

I Just Bought More of These Two Bargain Stocks

Comcast

ABC, ESPN and TNT are still the league's broadcast partners for next season. Starting with the 2025-26 season, however, TNT will be out and NBC, Peacock and Amazon's Prime Video will be in.

TNT Out, NBC and Amazon In: Here's What Is Happening With The NBA's New Media Deals

Disney (NYSE: DIS ) is in a place it is not very familiar with. While its theme parks have long been the mortar that held the Magic Kingdom together, its linear television business is in a difficult spot and until only very recently, its movies and streaming shows were a disaster.

DIS Stock Analysis: Can Disney Find the Magic Again?

The NBA says it will end its 34-year partnership with TNT after next season, rejecting the cable network's offer to match a bid from Amazon, a move that could shake up the sports world for the next decade and create serious challenges for TNT parent Warner Bros. Discovery—but TNT is pushing back and vowing “appropriate action.

NBA Ending Deal With TNT And Shifting Games To NBC And Amazon—TNT Vows ‘Appropriate Action'

The National Basketball Association said it has signed landmark media-rights deals worth $77 billion with Disney's DIS -1.25%decrease; red down pointing triangle ESPN, Amazon.com AMZN -2.99%decrease; red down pointing triangle and Comcast's CMCSA -1.09%decrease; red down pointing triangle NBCUniversal, turning away a last-minute bid from current rights holder Warner Bros. Discovery WBD -1.74%decrease; red down pointing triangle.

NBA Unveils $77 Billion TV and Streaming Deals With NBC, ESPN and Amazon

Walt Disney's ESPN, Comcast-owned NBCUniversal and Amazon.com have clinched the rights to carry National Basketball Association games in a reported $76 billion deal.

NBA signs broadcasting deal with Disney, Amazon, Comcast

Disney and Pixar's 'Inside Out 2' is now the highest-grossing animated movie of all time, surpassing Walt Disney Animation's "Frozen II" for the box office crown. The record-breaking box office for "Inside Out 2" comes after a series of theatrical hits and misses from the company, especially for its animated releases.

'Inside Out 2' is now the highest-grossing animated movie of all time, surpassing 'Frozen II'

Unions representing 14,000 Disneyland employees said on Wednesday they had reached a tentative labor agreement with Walt Disney , averting a work stoppage at the theme park.

Walt Disney, unions reach tentative pact, avoiding work stoppage at Disneyland

Kanzhun Ltd

iQIYI

The most oversold stocks in the communication services sector presents an opportunity to buy into undervalued companies. `

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Ike Perlmutter, one of Disney's largest independent shareholders, reportedly dumped his entire stake in the media giant after losing a bruising proxy fight against Mouse House CEO Bob Iger — saying he expects the slumping stock to keep tanking.

Ike Perlmutter reportedly dumps entire Disney stake after proxy loss, expects stock to keep plunging

Isaac Perlmutter, one of the largest investors in Walt Disney , has sold his entire stake in the media company after losing the proxy fight, the Wall Street Journal reported on Tuesday.

Disney's shareholder Perlmutter sells his stake after proxy fight loss, WSJ reports

Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?

Wall Street Analysts Think Disney (DIS) Is a Good Investment: Is It?

The Walt Disney Co. DIS is in the spotlight for reasons beyond its captivating movies and theme park magic. The company's stock performance indicates a potential technical signal that traders and investors dread: the Death Cross.

Disney Nears Death Cross: Has The Magic Kingdom Lost Its Spark?

Archer-Daniels-Midland Company

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It's not just big tech stocks that have experienced a pullback lately. Many other highly-followed stocks have as well, including some of blue-chip stocks.

7 Blue-Chip Stocks to Buy on the Dip: July 2024

Disney is a short-term Buy due to management's profit strategies, including ad-supported tiers and subscription fee increases; expect 12-month alpha despite long-term innovation and brand challenges. Streaming services aim for profitability by 2024 end; parks and cruise investments show recovery post-COVID-19; DIS faces competition and creativity issues, affecting long-term growth. The Company's current valuation is attractive, with a P/E ratio of 25; EPS growth estimates suggest a potential stock price increase to $120 in 12 months and $170 by 2029.

Disney: Pullback Is A Buying Opportunity Amid Profit Focus (Rating Upgrade)

ASML Hld

Broadcom

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Pinduoduo Inc - ADR

Uber

While the slow-and-steady approach to market success is arguably the most sensible, investors must realize that the y-axis (the percentage gains and losses) is not the only plane of reality to consider. Instead, they should also monitor the x-axis or how much time it takes to extract positive returns.

News for Disney Stock (DIS)