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

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Earnings data Q4 2021

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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 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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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

Carnival

Norwegian Cruise Line

Royal Caribbean Cruises

World Fuel Services

Lindblad Expeditions

OneSpaWorld Holdings Limited

Cruise stocks are getting attention from the markets on CDC news and hopes for the end of the pandemic. Tides may be turning for these names.

7 Best Cruise Stocks Seeking to Set Sail Again in 2021

BURBANK, Calif.--(BUSINESS WIRE)--The Walt Disney Company (NYSE: DIS) will webcast its Investor Day 2020 on December 10, 2020. The event, focused on the Company's direct-to-consumer streaming services, is scheduled to begin at approximately 4:30 p.m. ET / 1:30 p.m. PT. The Investor Day is expected to last approximately four hours. To watch the webcast, please visit www.disney.com/investors. The webcast presentation will be archived.

The Walt Disney Company to Webcast Investor Day 2020

Apple

PayPal

As the holiday season kicks into gear, it's time to look at the stocks to buy for 2021. Here are three stocks to buy now and thank yourself for later.

3 Stocks You Can Buy Now and Be Thankful You Did

This may be your last chance to buy it on sale.

Should You Buy Disney Before the Holidays?

Lowe's

Procter & Gamble

General Motors

Wells Fargo

As the old saying goes, you have to pay for quality. But, quality eventually pays for itself.

3 Ways Dividend Aristocrats Can Enrich Your Retirement

iShares MSCI Emerging Markets ETF

McDonald's

Annaly Capital

VanEck Vectors Semiconductor ETF

Louis Moore Bacon ( Trades , Portfolio )'s Moore Capital Management recently disclosed its portfolio updates for the third quarter of 2020, which ended on Sept. 30.

Louis Moore Bacon's Firm Buys Fan-Favorite Names

American Airlines

American Express

Citigroup

Landbridge Co LLC

Starbucks

The global pandemic is likely to be in our rearview mirror in 2021 and these stocks are positioned to benefit from an economic reopening. The post 7 Reopening Stocks To Buy For A Post-Vaccine World appeared first on InvestorPlace.

7 Reopening Stocks To Buy For A Post-Vaccine World

The entertainment titan's shareholders could be in store for even larger gains.

Disney Stock Will Surge to $175, According to This Analyst

Although we are still concerned about the market being over-extended, the good news about vaccine development has made us a lot more interested in positions like Disney (NYSE:DIS).  The post Take Another “Trip” to Disney for Some Extra Income appeared first on InvestorPlace.

Take Another “Trip” to Disney for Some Extra Income

Walt Disney Company (NYSE: DIS) has restructured its television studios business, effectively consolidating its three TV units into two. What Happened: The shakeup will see Karey Burke, the president of ABC Entertainment head 20th Television, while Jonnie Davis will stay at the helm of ABC Signature, according to Hollywood Reporter.

Disney Highlights Original Content Push For Disney+, Hulu As It Consolidates TV Studios

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 As 'The Mandalorian' Delivers A First For Disney+?

Walt Disney Co said on Tuesday it had consolidated its television studios into two units as the company restructures operations to emphasize streaming media.

Disney consolidates TV studios as part of focus on streaming

Bright Horizons Family Solutions

Dycom Industries

Estee Lauder

EMCOR Group

Goosehead Insurance

Amplify Alternative Harvest ETF

As we reach the end of 2020, let's take a look at seven stocks to sell whose share prices have had impressive up moves in recent weeks. The post 7 Stocks to Sell for December appeared first on InvestorPlace.

7 Stocks to Sell for December

Roku

Is it time to take profits in Roku and bet on the House of Mouse instead?

Better Buy: Roku vs. Disney

The holidays are typically strong for the media giant, but this isn't a normal year.

5 Dates for Disney Stock Investors to Circle in December

Boeing

Chevron

SPDR Dow Jones Industrial Average ETF

Goldman Sachs

Amid rising COVID-19 cases, the Dow Jones wrapped up its best month in more than 30 years after hitting the major milestone of 30,000 for the first time last week.

5 Stocks in Dow ETF That Powered the Best Month Since 1987

The market isn't appreciating yet the huge potential ahead as business recovers.

2 Great Reasons to Buy Disney Stock Despite Investor Fears

Disney recently announced even more layoffs will be coming to the company's parks division.

Half Of Disney's Parks Shuttered Worldwide As Hong Kong Disneyland Closes Again

Hong Kong Disneyland is shutting its doors for a third time because of the coronavirus pandemic, after the Hong Kong government instituted new restrictions region-wide amid a wave of new infections. “As required by the government and in line with preventive efforts taking place across Hong Kong, Hong Kong Disneyland park will temporarily close beginning...

Hong Kong Disneyland Closing Again Because Of Coronavirus Restrictions

'The Mandalorian' is the first live-action TV series to be based in the Star Wars universe.

Disney+ Makes Streaming History With Season 2 Premiere Of ‘The Mandalorian'

Next stop: Disney World, hopefully at a time when the pandemic will be in the rearview mirror. Brightline, which currently operates trains between Miami and West Palm Beach, announced on Monday a deal with Disney World to build a station there as it extends service north to Orlando.

Disney World is building a train station to connect its parks with the Orlando Airport and Miami (DIS)

Media and entertainment giant Walt Disney Co (NYSE: DIS) confirmed in a regulatory filing update that approximately 32,000 employees will lose their jobs in the first half of 2021. What Happened: Disney's job cuts will mostly impact employees in its Parks, Experiences and Products business units, the company said.

News for Disney Stock (DIS)