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.

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SG&A

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EBITDA

Net income

Earnings per share

Total assets

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Cash & equivalents

Receivables

Inventory

Non-current assets

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Intangibles

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Book value per share

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Amazon

Tesla

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Let's take a look at some staples ETFs with significant exposure to Disney (DIS`) that can gain from its earnings beat.

Will Disney (DIS) ETFs Shine Post Q2 Earnings?

Apple

Comcast

Discovery

Alphabet

Netflix

AT&T

ViacomCBS

In just a few years, streaming video has exploded from just a couple of serious contenders to dozens of players. Here are nine of the biggest players to watch.

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BURBANK, Calif.--(BUSINESS WIRE)--Bob Chapek, Chief Executive Officer, The Walt Disney Company (NYSE: DIS), will participate in a virtual question-and-answer session at the J.P. Morgan Global Technology, Media and Communications Conference on Monday, May 24, 2021 at approximately 2:00 p.m. PT/ 5:00 p.m. ET. To listen to the webcast, please visit www.disney.com/investors. The webcast presentation will be archived.

The Walt Disney Company to Participate in the J.P. Morgan Global Technology, Media and Communications Conference

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Discovery Communications

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Ulta Beauty

With the trading day more than halfway over, the markets were pulling back to start out the week.

Children's Place, Discovery, Disney, NextEra and More Monday Afternoon Analyst Calls

Walt Disney Co.'s (NYSE: DIS) ESPN segment has been known as the top sports media network for years. In order to keep the crown, Disney continues to shell out billions of dollars to land and renew sports media deals.

Disney Continues To Bet Big On Its ESPN Sports Content Deals: Will It Pay Off For Shareholders?

Disney+ fell well short of analyst estimates for subscriber additions in the last quarter.

Is Disney Stock Still a Buy After Missing Subscriber Estimates?

Walt Disney Co (NYSE:DIS) shares are trading lower by 1.6% at $170.97 in Monday's pre-market session despite an announcement Disneyland Paris will re-open on June 17. Shares of Disney might be faltering after AT&T Inc. (NYSE:T) and Discovery, Inc. (NASDAQ:DISCA) has confirmed media reports that the companies will merge AT&T's WarnerMedia's assets with Discovery's platform for the creation of a standalone global entertainment company… Read More

Why Disney Stock Is Moving Today

SeaWorld Entertainment

Central Florida's theme parks ease up on their masking and social distancing policies.

Disney, Universal, and SeaWorld Move On From Mask Mandates

Disney's only European theme park will finally reopen to guests on June 17.

Disneyland Paris Is Ready to Reopen Again

Cathie Wood-led Ark Investment Management on Friday bought 150,556 shares, worth about $26.15 million, in Walt Disney Co (NYSE: DIS), marking its debut in the media and entertainment company as analysts pointed to benefits from the reopening of theme parks in 2021. DIS shares fell 2.58% at $173.70 on Friday.

Cathie Wood Buys $26M Disney Shares And Sells $13M In Netflix: What You Need To Know

Walt Disney World Resort has announced that visitors are no longer required to wear masks in most outdoor areas. What Happened: The new rules from Walt Disney Co (NYSE: DIS) went into effect this weekend.

Disney World Loosens Mask Requirements Following CDC Update

Disney World and other U.S. amusement parks updated their mask policy following the latest guidance from the Centers for Disease Control and Prevention (CDC) this week.

Disney World and other U.S. theme parks update mask rules

Snap

Virgin Galactic

3 Stocks to Get Your Kids Excited About Investing

The shares of Walt Disney Co (NYSE: DIS) have received a price target decrease from $225 to $215. These are the details.

Walt Disney (DIS) Stock: $215 Target By Goldman Sachs

One of the ARK Invest exchange-traded funds run by ETF star Cathie Wood made a huge purchase on Friday.

Cathie Wood's ARK Invest Buys Over 150,000 Shares of Disney

Disney's parks division, one of the company's foundations since the opening of Disneyland in 1955, is trying to rebound after a challenging year that brought extended closures and significant layoffs. However, the unit received news Thursday that could give Disney's parks a much-needed boost.

New CDC mask guidance could be a big boost for Disney parks

Airbnb

Coinbase

Farfetch

Coinbase, Airbnb, Farfetch and Disney were our top stock trades for Monday. Let's look at what the charts are telling us after this week.

4 Top Stock Trades for Monday: COIN, ABNB, FTCH, DIS

Slowing streaming subscriber growth has investors on edge.

Why Disney Stock Fell Today

Disney+ followed Netflix in reporting underwhelming new subscription figures in its latest earnings. Should investors be worried about the slowing growth in the sector?

With Subscriber Misses By Netflix, Disney, Should Streaming Bulls Worry?

It wasn't just Disney+ that weighed on the media giant, but things will get a lot better.

Disney's Miss Was Better -- and Worse -- Than You Think

Walt Disney is a standout underperformer on an otherwise ebullient day for stocks Friday. Investors are fixated on what comes next for Disney+.

Disney Is the Biggest Loser in the Dow on Friday. Here's Why.

The Walt Disney Co. (NYSE: DIS) reported a 13% annualised decline in its second-quarter revenue that fell shy of estimates on Thursday, after the bell. The California-based company said it had 103.6 million paid subscribers on its streaming platform, Disney Plus, versus an even higher 109.3 million expected.

This analyst likes Disney stock after Thursday's disappointing report

Walt Disney Co (NYSE: DIS) shares traded lower by 3% on Friday after the company's fiscal second-quarter subscriber numbers fell short of Wall Street's expectations. On Thursday afternoon, Disney reported second-quarter EPS of 79 cents on revenue of $15.61 billion.

Walt Disney Shares Pull Back After Q2 Earnings: What Do Analysts Think?

DoorDash

Those who endured volatility earlier in the week are getting their reward.

News for Disney Stock (DIS)