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

Walt Disney Co. is doubling down on streaming, and that's reason enough to like the stock, according to a Wells Fargo analyst.

The Ratings Game: Disney stock set to benefit as streaming story overtakes earnings growth, analyst says

In February, it will be 25 years since Disney merged with Capital Cities/ABC. Should Berkshire Hathaway have taken all cash?

How's Disney Stock Looking 25 Years After Capital Cities/ABC Buy?

Apple

Hasbro

Mattel

McDonald's

Want your kids to learn the magic of investing for the holidays? Here are five stocks they'll be excited to own.

5 Stocks That Make Great Gifts for Teaching Kids Investing

The media giant has a lot to say this week.

4 Things to Watch in Disney's Investor Day

Electronic Arts

Netflix

These three household names are much cheaper than they should be right now.

3 Top Entertainment Stocks to Buy in December

Disney (NYSE: DIS) shares have advanced from $120 above $154 in less than three months, and the current price stands around $153. The stock price is trading near record levels, but the risk/reward ratio is not good for long-term investors.

Is December a good month for buying Disney shares?

Investors are eager to hear Disney's latest streaming plans in an investor day on Thursday, as the media industry grapples with seismic shifts. The post All Eyes On Disney As Hollywood Reels From Warner Bros.

All Eyes On Disney As Hollywood Reels From Warner Bros. Shocker

Salesforce

NVIDIA

ESG investing is the next big trend in the financial world, and these companies will help you incorporate it into your portfolio. The post 3 ESG Stocks That Can Help With Your New Year's Investing Resolutions appeared first on InvestorPlace.

3 ESG Stocks That Can Help With Your New Year's Investing Resolutions

Bank of America

Johnson & Johnson

Microsoft

Exxon Mobil

NIKE

With the markets reaching new highs, it might be time to get defensive, and that means considering these seven blue-chip stocks. The post 7 Blue-Chip Stocks You Can Trust appeared first on InvestorPlace.

7 Blue-Chip Stocks You Can Trust

After landing a whopping 73.7 million members in its first year of service, Disney+ is going to face challenges to keep the momentum going in 2021.

Is Disney+ in a Sophomore Slump That Nobody's Talking About?

The theme parks business has so far announced laying off 32,000 US employees.

Disney struggles with reopening global theme parks as Hong Kong and Disneyland Paris parks close again

Disney is forgoing its half-year dividend, with investors of DIS stock betting that streaming revenue will soon outpace broadcasting. The post Market Magic Helps Disney Stock Sail Through Pandemic appeared first on InvestorPlace.

Market Magic Helps Disney Stock Sail Through Pandemic

The House of Mouse went down hard when COVID-19 shuttered movie theaters and theme parks in the spring. The stock's rebound on positive coronavirus news is equally impressive.

Here's How Walt Disney Stock Rose 22% Last Month

WarnerMedia may have caught investors off guard last week when it said its entire movie slate for 2021 will go straight to both streaming and movie theaters. BofA Securities analysts say this could benefit other studios.

Analyst Predicts How Disney May Respond To Time Warner's Direct-To-Streaming 2021 Movie Schedule

Sleeping Beauty's castle stands empty at Disneyland's theme park outside Paris and the giant twirling teacups and other rides have ground to a halt until at least mid-February due to France's COVID-19 restrictions.

Locals long for Disney magic as shuttered Paris park hits jobs

Disney has broken back to all-time highs. Here's what to watch heading into the company's investor day.

After Disney's record-breaking rally, traders lay out what to watch

Target

trivago

The holiday season is on tap, and vaccines aren't far away.

3 Best Consumer Discretionary Stocks to Buy in December

Hilton Worldwide Holdings

Both have been affected by the pandemic. Which one is in a better position to fatten your wallet?

Better Buy: Disney vs. Hilton

Football continues to be one of most lucrative investments for TV networks, but the distribution of licenses comes with a few quirks, most noticeably with Disney. While Disney's ESPN network has the “Monday Night Football” franchise, that slate is often comprised of inferior games and other limitations - while double the price of rivals' packages.

Disney Looks Towards Football To Bolster Shift To Streaming

Some businesses were hit harder by coronavirus, which could represent a big opportunity for investors.

This Stock Could Be One of the Biggest Winners in a Post-Pandemic World

Netflix may have the head start in subscribers, but Disney's vault of content is enormous.

Experts Debate: Will Disney+ Ever Be Bigger Than Netflix?

The Disney Cruise Line announced Friday that it has suspended all departures through the end of February. The move continues cutbacks at the company, which has seen layoffs and the end of such vehicles as Radio Disney in recent days, as the pandemic's fallout ruthlessly attacks the bottom line. Disney Cruise Line said it “remains...

Disney Cruise Line Drops Anchor, Cancels Departures Through The End Of February

Comcast

DISH Network

Roku

2020 has been like the plot of a binge worthy show. Here are five streaming stocks that can help you profit no matter where the plot moves.

5 Streaming Stocks to Buy for a Socially Distanced Holiday Season

Macy's

Suspending their dividends is helping Disney and Macy's conserve cash during the pandemic.

Who Will Restart Dividend First: Disney or Macy's?

Walt Disney's Television Group is set to cut a significant swathe of roles following its major restructures over the past few weeks. Deadline understands that the cuts are happening Thursday in the General Entertainment unit of the Mouse House, which is run by Peter Rice. This morning, Radio Disney said its was ceasing operations, which...

News for Disney Stock (DIS)