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

The House of Mouse exceeded expectations by a wide margin and delivered an earnings surprise.

Disney Swings to a Profit With 95 Million Disney+ Streaming Subscribers

Expedia

Both Disney and Expedia look for improved sales and earnings down the road; for now, they tread through the late-pandemic period.

Disney (DIS), Expedia (EXPE) Report; Brighter Days Ahead for Both

Disney CEO Bob Chapek anticipates Disneyland and other parks in 2022 may be mask free and without onerous social distancing for a Covid free, vaccinated populace. Theme parks have been hardest hit among Disney's businesses. At a conference call to talk over the media giant's latest earnings, execs said flagship Disneyland and Disneyland Paris likely...

Disney CEO Bob Chapek Sees Mask-Free Theme Parks In 2022; Disneyland Unlikely To Open This Quarter, But Hong Kong Might

Disney's Parks, Experience and Products segment, which includes Disney parks and resorts, Disney Cruise Line, and consumer products saw a decrease in revenue by 53 percent to $3.6 billion.

Disney Earnings Call: Disney+ Gains 21.2 Million Subscribers While Parks Continue To See Losses Accrue

Disney continues to pour its energy and resources into building a formidable competitor to Netflix. Wounded on multiple fronts in the wake of the coronavirus pandemic, the Walt Disney Company continued its inevitable march toward a streaming-centric future over the last three months as it focused most of its energy and resources on building a formidable competitor to Netflix.

Disney Plus tops 94 million paid subscribers in surprise earnings report

Disney (DIS) delivered earnings and revenue surprises of 171.11% and 2.58%, respectively, for the quarter ended December 2020. Do the numbers hold clues to what lies ahead for the stock?

Walt Disney (DIS) Q1 Earnings and Revenues Beat Estimates

Disney crushed fiscal Q1 estimates late Thursday with a surprise profit as the number of streaming subscribers jumped. The post Disney Earnings Stun As Streaming Jumps But Theater, Parks Views Hazy appeared first on Investor's Business Daily.

Disney Earnings Stun As Streaming Jumps But Theater, Parks Views Hazy

Disney said the coronavirus outbreak cost this division around $2.6 billion in lost operating income during the fiscal first-quarter.

Disney said Covid-related costs shaved $2.6 billion from parks' operating income in latest quarter

NVIDIA

Uber

Zynga

Nvidia, Uber, Zynga and Disney were our top stock trades for Friday. Now, let's look at the charts to see how these names are setting up.

4 Top Stock Trades for Friday: NVDA, UBER, ZNGA, DIS

Disney said Thursday that its Disney+ streaming service racked up nearly 95 million subscribers as of Jan. 2. The Mouse House reported the news as part of its first-quarter earnings report.

Disney+ hits 95 million subscribers

Disney kicked off its 2021 fiscal year much as it spent most of 2020, with the pandemic hammering many of its businesses. But Disney+ continues to be the star of the show.

Disney is still getting hammered by the pandemic, but Disney+ remains a star

The Walt Disney Co. (NYSE: DIS) released fiscal first-quarter financial results after markets closed Tuesday.

More All-Time Highs For Disney Stock Despite Parks Still Suffering

Walt Disney Co.'s streaming service, Disney+, proved again to be a big plus during a pandemic that has all but shuttered the Magic Kingdom's other businesses. And that has company shares up 2% in after-hours trading Thursday.

Earnings Results: Disney earnings: Surge in Disney+ subscriptions leads to surprise profit

Disney+ continues to sprint ahead, reaching 94.9 million subscribers as of December 31, but average revenue per user plunged 28% from the same quarter in the year-earlier period. The subscriber growth was at the high end of analysts' estimates. ESPN+ is now at 12.1 million subscribers, nearly double the amount of a year ago, and...

Disney+ Hits 94.9M, But Revenue Per User Drops To $4.03 Due To Hotstar Combo

Disney reported earnings for its fiscal first quarter of 2021 after the bell Thursday.

Disney smashes streaming subscriber expectations, boosting businesses hurt by Covid

Disney announced Thursday that its streaming platform surpassed 94.9 million subscribers.

Disney says it now has 94.9 million Disney+ subscribers

Disney Plus is nearly halfway to Netflix's number of subscribers -- and Netflix had a 12-year head start.

Disney Plus hits 94.9 million subscribers

Walt Disney Co reported a smaller-than-expected drop in first-quarter revenue on Thursday, as its fast-growing streaming business helped offset some impact from the COVID-19 pandemic on its theme park and movie studio businesses.

Disney posts smaller-than-expected drop in quarterly revenue

BURBANK, Calif.--(BUSINESS WIRE)--The Walt Disney Company (NYSE: DIS) today reported earnings for its first fiscal quarter ended January 2, 2021. Diluted earnings per share (EPS) from continuing operations for the quarter decreased 98% to $0.02 from $1.17 in the prior-year quarter. Excluding certain items,(1) diluted EPS for the quarter decreased 79% to $0.32 from $1.53 in the prior-year quarter. Results in the quarter ended January 2, 2021 were adversely impacted by the novel coronavirus (COVI

The Walt Disney Company Reports First Quarter Earnings for Fiscal 2021

Investors who have owned stocks since 2016 generally have experienced some big gains. In fact, the SPDR S&P 500 (NYSE: SPY) total return in the past five years is 132.1%.

$1,000, 5 Years Later: Disney Stock Finds Its Magic Kingdom

Amazon

Pitting the e-commerce retailer against The House of Mouse.

Better Buy: Walt Disney vs. Amazon

As Disney (DIS) stock trends higher, traders dismiss the probability of a drop.

Disney (DIS) Option Traders Strongly Optimistic

Disney's (DIS) first-quarter fiscal 2021 results are expected to reflect the negative impact of closure of its theme parks and postponement of movie releases despite solid ad revenues.

Closure of Parks & Theaters to Mar Disney (DIS) Q1 Earnings

Airbnb

Fiverr

Microsoft

PayPal

Roku

While the markets are still reeling from the GameStop stock saga, here are seven stocks to buy in February with the potential for great long-term returns. The post 7 Must-Own Stocks in February appeared first on InvestorPlace.

7 Must-Own Stocks in February

Walt Disney Co. (NYSE: DIS) is scheduled to release its most recent quarterly results after the markets close on Thursday.

News for Disney Stock (DIS)