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

Other

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EBITDA

Net income

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Cash & equivalents

Receivables

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Book value per share

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Disney﻿﻿ announced a dizzying amount of news at its four-hour long December 10, 2020 Investor Day. It outlined 7 critical strategies for 2021, by my count, that will change the future of the entertainment industry forever

Disney Investor Day: 7 Company Strategies Resulting In 10 Major Industry Implications

On its Investor Day event Thursday (Dec. 10), Disney+ touted 86.8 million subscribers, CNBC reported. The streaming service for the entertainment giant has been increasing numbers from even the 73 million it had at the end of the fiscal fourth quarter, the report stated.

Disney+ Has Almost 87 Million Subscribers, Up From 73 Million

BURBANK, Calif.--(BUSINESS WIRE)--The Walt Disney Company (NYSE: DIS) today revealed the ambitious next steps in its global streaming expansion at its 2020 Investor Day, with new details on the future of its direct-to-consumer services Disney+, Hulu and ESPN+, a first look at its upcoming international general entertainment content brand, Star, and previews of an exceptional slate of all-new content. Bob Chapek, Chief Executive Officer, The Walt Disney Company, and Bob Iger, Executive Chairman

The Walt Disney Company Surpasses 137M Paid Subscriptions across its Direct-to-Consumer Services, Shattering Previous Guidance; Increases Paid Subscriptions Target to 300-350M by 2024

Disney's annual Investor Day conference was all about Disney Plus, which it's loading up with more content from Star Wars and Marvel. Disney Plus was the belle of the ball at Disney's Investor Day conference on December 10, re-emphasizing the company's pivot to streaming, and providing an excuse to spend four hours detailing dozens of new titles planned for the streaming service, including new Star Wars and Marvel titles.

Disney doubles down on Disney Plus with 50 new titles to come

Walt Disney Co (NYSE: DIS) hosted its Investor Day 2020 on Thursday. Disney+ Update: Disney's streaming platform Disney+ hit 86.8 million subscribers.

Disney+ Hits 86.8M Subs, Stock Hits New 52-Week Highs: Key Takeaways Of Investor Presentation

Dozens of new TV series are on the way, too.

Disney+ Had 86.8 Million Global Subscribers as of Dec. 2

Walt Disney executive chairman Bob Iger promised the company will always prioritize “quality not volume” as he introduced executives and content that he's been overseeing as a kind of creative content czar around the world since he left the CEO post earlier this year. “When I stepped down,” he said, his focus became on “content...

Bob Iger Says Disney Will Always Prioritize Content “Quality Over Volume”

Disney just wrapped up the first segment of an investor day in which it laid out its plans for its direct-to-consumer streaming business, including Disney+, Hulu, ESPN+ and Hotstar/Star. The company kicked off the presentation with some new subscriber numbers — 86.8 million for Disney+ (roughly 30% of those are subscribers to Disney+ Hotstar, which […]

Disney+ has plans for 10 Marvel shows and 10 Star Wars shows in the next few years

Disney+, the on-demand streaming service that launched a year ago and has already counted over 86 million subscribers, is ready to expand to more international markets. At its annual investor day Thursday, the American entertainment giant announced a new streaming brand called “Star” that will feature content from ABC, FX, and 20th Century Studios.

Disney will fuel international growth with Star brand and Star+ app

Comcast

Disney has reached a distribution deal with Comcast for the integration of Disney+ into the No. 1 U.S. cable operator's Xfinity X1 and Flex broadband services. The company also announced an update to the successful bundle it rolled out with Disney+, ESPN+ and ad-supported Hulu. In 2021, a new bundle option for $6 more per...

Disney Sets Comcast Distribution Deal For Disney+, New Bundle With Ad-Free Hulu

That's within spitting distance of surpassing its most optimistic goal to cross 90 million subscribers -- but it had aimed to get there in five years, not one.

Disney Plus hits 86.8 million subscribers

PHILADELPHIA & BURBANK, Calif.--(BUSINESS WIRE)--Comcast and The Walt Disney Company announced today an agreement for Comcast to distribute Disney+ and ESPN+ on its Xfinity X1 and Flex platforms.

Comcast to Launch Disney+ and ESPN+ on Xfinity Platforms

In coming years, Disney+ will be home to 10 new Marvel series, 10 new Star Wars series, 15 animated and live-action Pixar and Disney series, and 15 Disney-Pixar films that will be newly branded as Disney+ Original.

Disney+ has nearly 87 million subscribers

On Thursday, the company revealed that it's Disney+ service now has 86.8 million subscribers

Disney touts 86.8 million Disney+ subscribers during investor day

Barely a year after a blockbuster launch in the U.S., Disney+ is now in dozens of global territories and has reached 86.8 million subscribers. CEO Bob Chapek offered the new number at the start of the company's four-hour investor presentation, hosted virtually from the company's Burbank headquarters. The total is a significant uptick from the...

Disney+ Grows To 86.8 Million Global Subscribers

Last year, Disney debuted Disney+ at an investor event on its famed studio lot. The new streaming service was rolled out by high profile executives like then CEO Bob Iger, came with a treasure trove of content from the company's biggest brands and a shockingly low monthly subscription price.

Disney+ notches 86 million subscribers, showing off a wealth of new streaming content

On Thursday, Disney will spend four hours discussing its newly minted strategy, which focuses heavily on its year-old streaming service Disney+.

Disney's investor day will shed light on company's streaming, theatrical and theme park plans

Walt Disney Co (NYSE: DIS) is a "core large-cap holding," as the company is positioned to benefit from the continued transition toward direct-to-consumer media content, according to Truist Securities. The Analyst: Matthew Thornton initiated coverage of Disney's stock with a Buy rating and $175 price target.

Disney+ Stands Out In Streaming Video Field, Says Bullish Truist Securities

ViacomCBS

WarnerMedia's biggest legacy media streaming rivals will probably let HBO Max be the industry's guinea pig with its 2021 movie release strategy.

Disney, NBCUniversal, ViacomCBS unlikely to follow WarnerMedia's 2021 movie plan

American Express

Delta Air Lines

Target

Experts say travel is coming back, big time. But don't jump into travel stocks before you read this.

4 Things You Should Know Before You Invest in Travel's Resurgence

With Covid-19 decimating theme parks, sports, production and other pillars of its business, the Walt Disney Co. should be limping toward the end of 2020. Instead, investors have bought into the media giant's resilience in a big way, sending the company's stock up more than 25% in the past month. Shares finished today at $154.40,...

Disney Stock Hits All-Time High On Eve Of Streaming-Happy Investor Day

Some big-budget movies will first go to theaters. Others offerings will debut online.

Disney to Reveal Plans to Turbocharge Streaming Offerings

Disney Stock Could Surge 18% to $182, According to This Analyst

Apple

Analysts are optimistic about Disney's streaming business, but the potential for a strong iPhone upgrade cycle wasn't enough to prevent Apple stock from heading lower.

Dow Jones Slips as Disney Stock Upgraded, Apple Stock Follows Dow Lower

The 2020 pandemic has facilitated what many investors see as a secular decline in traditional media and a rise in streaming video services. On Wednesday, KeyBanc initiated coverage of four large-cap media companies at the epicenter of this transition.

News for Disney Stock (DIS)