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

MaxLinear

NVIDIA

Shoals Technologies Group

Veeva Systems

Buying a stock is easy, but buying the right stock without a time-tested strategy is incredibly hard. So what are the best stocks to buy now or put on a watchlist?

These Are The 5 Best Stocks To Buy And Watch Now

DISH Network

SPDR S&P 500 ETF Trust

Spotify

For our top stock trades, let's look at the S&P 500 ETF, Disney, Spotify and Dish Networks. Now, let's get a look at the charts now.

4 Top Stock Trades for Tuesday: SPY, DIS, SPOT, DISH

Disney stock is trying to rebound after coronavirus closures took a toll. Here's what fundamental and technical analysis says about buying Disney now.

Is Disney Stock A Buy Right Now, Amid Rising Hopes For Theme Parks To Reopen?

BURBANK, Calif.--(BUSINESS WIRE)--Bob Chapek, Chief Executive Officer, The Walt Disney Company (NYSE: DIS), will participate in a question-and-answer session at the Morgan Stanley Technology, Media and Telecommunications Conference on Monday, March 1, 2021 at approximately 3:45 p.m. PT/ 6:45 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 Morgan Stanley Technology, Media and Telecommunications Conference

Netflix

Local content has an increasing global appeal.

The Massive Advantage of Global Scale in Streaming Video

Sometimes buying a particular stock just makes sense. That's not the case here, given the risk in doing so.

Better Buy: Walt Disney or All 30 Dow Jones Stocks?

The National Football League's (NFL) 100% price hike from its network league partners has met with opposition from Walt Disney Co (NYSE: DIS). It has rejected the hike citing the high tariff it already pays for Monday Night Football, CNBC reports.

Disney Opposes NFL's 100% TV Rights Payment Hike: CNBC

You'll be celebrating Disney's Florida resort turning 50 later this year well into 2023. There's a method to the Mickey Mouse madness.

What If Disney World Threw a Birthday Party and Nobody Came?

NBC, CBS and Fox are likely to accept increases closer to 100% than Disney, which already pays a high price tag for its Monday Night Football package.

The NFL is asking for a 100% increase in TV rights payments, but Disney is pushing back

DraftKings

iShares Russell 2000 ETF

This week's stock slip brings an opportunity to dip buyers. With that in mind, here are my favorite stocks to buy now.

3 Perfect Pullback Stocks to Buy

But Disney may have to work to raise prices to Netflix levels.

India Will Make Disney+ More Popular Than Netflix by 2026

Disney+ provides them with a strong base for future growth.

Disney: Primed For Success

Comcast

Alphabet

Roku

AT&T

CuriosityStream

Media stocks have become a central focus among investors, given the massive shift we're seeing in entertainment consumption. The post 7 Media Stocks Ready for the Next Decade appeared first on InvestorPlace.

7 Media Stocks Ready for the Next Decade

Disney+ has been one of the top streaming services in terms of subscriber growth. The platform may have another trick up its sleeve to gain more subscribers with adult-oriented content coming to the platform soon.

What We Know About Star, Disney's Adult-Oriented Streaming Channel

Alibaba

Carvana

JD.com

Palo Alto Networks

Stanley Druckenmiller (Trades, Portfolio), founder and chairman of the Duquesne Family Office, disclosed this week that his top six trades during the fourth quarter of 2020 included the closure of his holding in Alibaba Group Holding Ltd. (NYSE:BABA) and Netflix Inc. (NASDAQ:NFLX), a reduction in his stake in JD.com Inc. (NASDAQ:JD) and boosts to his positions in Palo Alto Networks Inc. (NYSE:PANW), The Walt Disney Inc. (NYSE:DIS) and Carvana Co. (NYSE:CVNA).

Stanley Druckenmiller's Top 6 4th-Quarter Trades

AMC Entertainment

Caesars Entertainment

Drive Shack

Liberty Media Corp-Liberty Formula One

Madison Square Garden Entertainment

NIKE

Vista Outdoor

With novel coronavirus cases declining, if you wish to wager on a recovery, you have a possible upside opportunity with sports and entertainment stocks. The post 9 Sports and Entertainment Stocks to Consider as Covid Numbers Drop appeared first on InvestorPlace.

9 Sports and Entertainment Stocks to Consider as Covid Numbers Drop

Amazon

Johnson & Johnson

JPMorgan Chase & Co

Microsoft

McDonald's

If you are getting concerned about the speculative nature of the markets, it might be time to take a good look at blue-chip stocks. The post 7 Blue-Chip Stocks That Aren't a Gamble appeared first on InvestorPlace.

7 Blue-Chip Stocks That Aren't a Gamble

Hong Kong Disneyland has closed down three times in the pandemic. It will give it another go on Friday.

Another Disney Theme Park Gets Ready to Open Again

The Walt Disney Co. (NYSE: DIS) business model was badly hit by the pandemic as COVID-19 shut down its theme parks and cruise line and cut into its movie revenue thanks to theater closures. But last Thursday, the entertainment giant posted an unexpected profit as it reported fiscal first-quarter results that easily topped expectations.

Disney Earnings Show The Entertainment Giant Adjusting To The Pandemic

Disney theme parks are about to hit an important milestone. The Mouse House said Wednesday that it will reopen Hong Kong Disneyland on Friday, marking the return of the majority of Disney theme parks since the onset of the pandemic a year ago.

Disneyland to reopen in Hong Kong this week

Disney (DIS) reports decent first-quarter fiscal 2021 earnings despite the negative impact of the coronavirus pandemic on its business segments.

Will Disney (DIS) ETFs Shine Post Q1 Earnings?

Ally Financial

Citizens Financial Group

The bank thinks the broader market could be flat through year's end, but that doesn't mean there won't be big winners.

News for Disney Stock (DIS)