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 Q2 2024

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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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Netflix

Roku

The leading multiplex operator is in trouble. Buy the disruptors making that trouble happen.

Forget AMC Stock: Buy Roku, Netflix, or Disney Instead

Comcast

AT&T

Video consumption will remain elevated even after the economy reopens, but some things will change.

Americans Will Stay Glued to Their TV Sets (and Phones) Post-COVID

The early success of Disney+ represents a serious threat to SVOD services across the world that dream to become major players in their respective markets.

Disney+ Is Approaching 100 Million Subscribers, A Serious Threat To Its Competitors

The Walt Disney Company (NYSE: DIS) has smashed second-quarter expectations on Thursday due to strong growth in its streaming service Disney+. What Happened: Disney reported $16.25 billion in revenue, far above the Street estimate of $15.93 billion, while adjusted EPS came in at a loss of 32 cents, beating the Street estimate of a 41-cent loss.

Why 4 Analysts Think Disney Can Thrive Now And After The Pandemic

Disney reported a slew of good news for investors who are interested in the company's streaming ambitions. This area continues to be a part of the business that's thriving, even during the COVID-19 pandemic.

Disney's Streaming Service Sees Unstoppable Growth

Disney smashed subscriber expectations when it reported earnings on Thursday. Five experts weigh in on the blowout report.

Disney smashes subscriber expectations — Here's what traders are saying

Disney's streaming, linear networks, and media businesses will all start growing together again soon, so buy DIS stock before that happens. The post Disney's Comeback Story Is Its Most Compelling Narrative Yet appeared first on InvestorPlace.

Disney's Comeback Story Is Its Most Compelling Narrative Yet

For a company exposed to many of the areas hit hardest by the pandemic, Walt Disney Co. has seen its stock hold up well, thanks largely to the company's progress in streaming video and optimism about an eventual reopening.

The Ratings Game: Disney stock dips after earnings as analyst asks: ‘How many times can investors get paid for the same thing?'

Disney stock, which ran up to an all-time record in advance of Thursday's quarterly earnings report, have sold off a bit today even as many analysts remain upbeat about the media giant's prospects. The company exceeded analysts' expectations with results for its fiscal first quarter, despite a $2.6 billion hit to theme parks due to...

Disney Stock Falters Despite Strong Earnings, But Many Analysts Remain Upbeat

The Walt Disney's (DIS) first-quarter fiscal 2021 results reflect adverse effects of the coronavirus pandemic despite solid growth in Disney+ user base.

Disney (DIS) Beats on Q1 Earnings, Coronavirus Hurts Top-Line Growth

Disney (DIS) stock is trading at an all-time high after the company beat earnings estimates by a wide margin, but upside may be limited.

Disney (DIS) Posts Unexpected Profit

The shares of Walt Disney Co. (NYSE:DIS) are down 2.1% to trade at $186.89 this morning, despite earlier hitting an all-time-high of $193.85 out of the gate.

Call Traders Pile on Walt Disney Stock After Earnings

Walt Disney Co. (NYSE: DIS) reported its most recent quarterly results after the markets closed on Thursday, and shares reached a new all-time high as a result.

Why Goldman Sachs Is One of the Biggest Bulls on Disney After Earnings

Fisker Inc

Hyliion

Inovio Pharmaceuticals

One of the most common questions traders have about stocks is “Why Is It Moving?”. That's why Benzinga created the Why Is It Moving, or WIIM, feature in Benzinga Pro.

Here's Why Disney, Inovio, Fisker, Aurora, Hyliion Are Moving

Disney (DIS) reported a profit for the quarter ending Jan. 2, 2021, although analysts expected a loss.

Disney (DIS) Defies Analysts by Posting Profit

Peak Disney following a barely profitable quarter and a 22% decline in revenue? That's just Goofy!

Disney+ Can't Bail Disney Out Forever

Apple

Apple Inc. (NASDAQ: AAPL) has grown far larger than Walt Disney Co.

Apple TV+ Faces New Disney Challenge

Disney announced Thursday that its flagship streaming service, Disney Plus, hit nearly 95 million subscribers in the first quarter of 2021. The world's biggest entertainment company revealed in an earnings report that it gained 21.2 million sign-ups on Disney Plus, hitting 94.9 million subscribers in the first quarter this year ending January 2.

Disney has signed up nearly 95 million Disney Plus subscribers globally — and aims to have 260 million subscribers by 2024

The Walt Disney Company (NYSE: DIS) reported its financial results for the fiscal first quarter on Thursday that topped analysts' estimates for earnings and revenue. The company reported a sharp increase in its paid streaming subscribers in Q1.

Walt Disney beats Wall Street estimates in the fiscal first quarter

Apple Inc. (NASDAQ: AAPL) has “no excuse” for not being able to find footing in the streaming video-on-demand space and is “still not in it with both feet,” according to Netflix Inc. (NASDAQ: NFLX) co-founder Marc Randolph. What Happened: Randolph in an interview with Yahoo!

Apple Has 'No Excuse' To Be Trailing In SVOD Space, Netflix Co-Founder Says While Praising Disney

Walt Disney Co (NYSE:DIS) notched up a huge increase in subscribers to its Disney+ service, which helped offset losses in other parts of the business. The subscription video streaming service racked up 95mln paying users as of January 2, up from 26.5mln a year before and just 14 months after its inception, with subscribers rocketing 83% to 12mln for ESPN+ and up 30% to 39mln for Hulu.

Disney sees Disney+ subscribers trebling in a year

The stock price of Walt Disney Co (NYSE: DIS) went up 1.56% in after-hours trading. This is why it happened.

DIS Stock Price Increased 1.56% After Hours: Why It Happened

The Walt Disney Company (DIS) CEO Bob Chapek on Q1 2021 Results - Earnings Call Transcript

The Walt Disney Company's latest quarterly earnings report, released Thursday (Feb. 11), showed the strength of the stay-at-home economy. Because of that phenomenon, the company's streaming service, Disney+, checked in with magical numbers as families spent their time in front of screens.

Stay-At-Home Economy Boosts Disney+, Crushes Disney Parks In Q1

Disney CEO Bob Chapek told analysts on the company's earnings call Thursday that vaccines being available for everyone who wants one by April would be a "game changer" that would "accelerate our expectation and give people the confidence that they need" to come back to its theme parks.

News for Disney Stock (DIS)