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

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Earnings data Q1 2022

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

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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

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Change in working capital

Cash from investing

Capital expenditure

Purchase/sale of investments

Purchase/sale of business

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Cash from financing

Change in stock

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Cash from other sources

Net change in cash

Free cash flow

Bob Iger, the longtime leader of Disney, confirmed that he will be stepping away from the company in December. Iger, who resigned as chief executive officer last February, but stayed on as executive chairman, has remained a force at the Mouse House as the company has navigated the economic fallout from the coronavirus pandemic.

Bob Iger confirms he is leaving Disney as Disney+ tops 100M subscribers

Over 1 million new subscribers are joining every week.

Disney+ Now Has Over 100 Million Subscribers

Disney's streaming service, Disney+ has reached 100 million paid global subscribers The Walt Disney Company announced today.

Disney+ Reaches 100 Million Paid Subscribers As Disney Continues To Release New Titles On The Platform

California recently changed its guidelines to allow theme parks to reopen sooner than expected.

Disneyland Expected To Reopen ‘By Late April,' CEO Says

BURBANK, Calif.--(BUSINESS WIRE)--Shareholders of The Walt Disney Company (NYSE:DIS) re-elected all ten members of the Board of Directors at the virtual 2021 Annual Meeting held today. Based on preliminary results, all Disney Directors standing for election were elected to the Board: Susan E. Arnold, Mary T. Barra, Safra A. Catz, Robert A. Chapek, Francis A. deSouza, Michael B. G. Froman, Robert A. Iger, Maria Elena Lagomasino, Mark G. Parker, and Derica W. Rice. Shareholders ratified the appoi

Shareholders Re-elect Ten Directors at The Walt Disney Company Annual Meeting

Walt Disney Co's Disney+ streaming service has surpassed more than 100 million paying subscribers around the world, Chief Executive Bob Chapek said at the company's annual shareholder meeting.

Disney+ streaming service tops 100 million paid subscribers

Disney's streaming service hits 100 million just 16 months after launching, and it's halfway to Netflix's number of subscribers.

Disney Plus crosses 100 million subscribers worldwide

Walt Disney Co.'s Disney+ streaming service has topped 100 million global paid subscribers since its launch in November 2019, company Chief Executive Bob Chapek said during the company's virtual annual shareholder meeting Tuesday. The media giant reached the milestone in spite of a fiercely-contested streaming market that includes Netflix Inc. , Apple Inc. , Amazon.com Inc. , Comcast Corp. , and AT&T Inc..

Disney+ tops 100 million paid subscribers

On Tuesday Disney CEO Bob Chapek revealed that Disney+ had surpassed the benchmark in just 16 months since its launch.

Disney+ tops 100 million subscribers just 16 months after launch

Disney CEO Bob Chapek said Tuesday the company's fast-growing streaming service Disney+ has topped 100 million subscribers. He was speaking at the annual shareholders meeting. More coming as the event unspools. The stock is widely held by retail investors and the annual meeting are often family affairs with kids in tow. The year since the...

Disney+ Tops 100 Million Subscribers – CEO Bob Chapek

BURBANK, Calif.--(BUSINESS WIRE)--Disney+ has surpassed 100 million global paid subscribers in just 16 months since its launch, Bob Chapek, Chief Executive Officer, The Walt Disney Company (NYSE: DIS), announced today during the Company's virtual Annual Meeting of Shareholders. “The enormous success of Disney+ —which has now surpassed 100 million subscribers—has inspired us to be even more ambitious, and to significantly increase our investment in the development of high-quality content,” Mr. C

Disney+ Tops 100 Million Global Paid Subscriber Milestone

Mickey Mouse may seem to be taking a step back, but it's only so he can take two steps forward in the near future.

Could Disney Be a Millionaire Maker Stock?

Six Flags

Disney and Six Flags stand to benefit from the rapid decline in coronavirus infections in the U.S.

2 Top Stocks to Buy in March

Southwest Airlines

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Guests may soon return to one of the entertainment giant's iconic amusement parks.

Why Disney Stock Surged to a New All-Time High Today

Walt Disney shares climbed to their highest on record Monday after California set out guidelines for businesses to reopen theme parks following their closures because of the COVID-19 pandemic. The state's Health and Human Services agency on Friday said additional activities will be permitted at amusement and theme parks beginning on April 1 based on a four-tiered system.

Disney climbs to record highs as California sets date to reopen theme parks (DIS)

Walt Disney Company (NYSE:DIS) shares are trading solidly in the green Monday. Here are some technical levels to watch in the stock.

Technical Levels For Disney Traders To Watch

Disneyland and other parks in California have been closed for about a year due to coronavirus-related restrictions.

Disney shares pop on promise of California Disneyland reopening

Disney stock gapped up as California parks are set to reopen April 1, but its opening of "Raya and The Last Dragon" was lackluster. The post Disney Stock Near All-Time High As Lagging Unit Gets Big Boost appeared first on Investor's Business Daily.

Disney Stock Near All-Time High As Lagging Unit Gets Big Boost

The Walt Disney Co.'s (NYSE: DIS) “Raya and The Last Dragon” was the top grossing film over the weekend, albeit with a somewhat anemic $8.6 million at the domestic box office and an equally underwhelming $17.6 million in box office returns from 32 global markets. What Happened: The first animated film theatrically released by Disney since the COVID-19 pandemic began, “Raya and the Last Dragon” is a tale of a warrior princess who teams with a juvenile dragon in a war against an army of evil spirits.

Disney's 'Raya And The Last Dragon' Opens To Disappointing $8.6M Domestic Box Office

The shares of Walt Disney Co. (NYSE:DIS) are up 2.7% to trade at $189.99, after California officials gave the theme park operator the go ahead to reopen Disneyland.

DIS Pops on Disneyland Reopening Announcement

Cinemark Holdings

The animated feature film was Disney's first release in a year, but it also was shown on Disney+.

Cinemark Strikes Back at Disney, Refuses to Show 'Raya and the Last Dragon'

Everyone in Hollywood these days seems to be vying for Disney's crown as the king of animation. Tinseltown has gone animation crazy in the wake of the pandemic, which has stalled live action production and accelerated demand for family-friendly content that can be streamed at home.

Disney faces competition as streaming giants ramp up animation production

Disneyland Resort will be allowed to open from April 1 with 15% capacity and other restrictions.  What Happened: The California Department of Public Health (CDPH) on Friday said that theme parks and outdoor sports stadiums will be allowed to reopen from April 1, but with certain restrictions.

California Says Disneyland And Other Theme Parks Can Reopen April 1

Disney (NYSE: DIS) shares continue to trade near record levels, but the risk/reward ratio is not good for long-term investors. Fundamental analysis: Disney's business will be affected by the pandemic certainly the next several months The Walt Disney Company is an American diversified multinational mass media and entertainment conglomerate which trades on the New York […] The post Disney shares remain in a bull market supported by Q1 results appeared first on Invezz.

News for Disney Stock (DIS)