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.

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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

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Cash from financing

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Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

Walt Disney Co. wrapped up its fiscal year with another quarterly loss Thursday, resulting in the entertainment giant's first annual loss in more than 40 years.

Disney suffers first annual loss in more than 40 years, but stock jumps as losses are not as bad as feared

Walt Disney blew past Wall Street estimates last quarter although it swung to red and revenue fell with Disneyland shuttered, and movie theaters in major markets dark. It's the last showbiz giant to report financials in the latest earnings round and the most anticipated as its sprawling businesses touch most of media and entertainment for...

Disney's Q4 Crushes Wall Street Estimates, Stock Pops After Hours; Revenue Near $14 Billion, Parks Take $2.4B COVID Hit

Disney reported earnings after the bell. Here are the results.

Disney shares rise after reporting 73 million paid Disney+ subscribers, losses not as drastic as expected

Disney+ reported 73.7 million subscribers as of September 30, with ESPN+ topping 10 million for the first time. The numbers were part of Disney's fiscal fourth quarter earnings release, which showed a battered company but one that still managed to eclipse Wall Street forecasts. Hulu reported 32.5 million subscribers to its on-demand service and another...

Disney+ Reaches 73.7 Million Streaming Subscribers, ESPN+ Tops 10 Million

Disney Plus reports continued growth during the coronavirus pandemic, news that comes on the anniversary of its launch last year.

Disney Plus hits 73.4 million subscribers

BURBANK, Calif.--(BUSINESS WIRE)--The Walt Disney Company (NYSE: DIS) today reported earnings for its fourth quarter and fiscal year ended October 3, 2020. Diluted earnings per share (EPS) from continuing operations for the fourth quarter was a loss of $0.39 compared to income of $0.43 in the prior-year quarter. Excluding certain items affecting comparability(1), diluted EPS for the quarter was a loss of $0.20 compared to income of $1.07 in the prior-year quarter. EPS from continuing operations

The Walt Disney Company Reports Fourth Quarter and Full Year Earnings for Fiscal 2020

Shareholders of Walt Disney Co. (NYSE:DIS) responded very positively to last month's announcement that the media giant was planning on reorganizing its businesses to focus more on its streaming service, Disney+. This is unsurprising - Disney possesses a huge library of content, which includes some of the most valuable intellectual property like the Star Wars and Marvel franchises as well as a back catalog of animated films that are beloved by billions of people.

Disney's Pivot Toward Streaming: An Accelerated Inevitability

The prolonged closure of Disneyland in California be a massive drag on Disney's earnings for quarters to come and on the local Orange County economy.

California's Covid rules mean lengthy Disneyland closure and more pressure for Disney earnings and local economy

Traders of Walt Disney Co. stock options are prepping for a much-bigger-than-expected one-day post-earnings move on Friday, according to analysts at Options Research & Technology Services (ORATS). Disney is scheduled to report fiscal fourth-quarter results after Thursday's closing bell, with analysts surveyed by FactSet expecting, on average, the company to swing to a per-share loss of 71 cents on revenue that fall 15.5% to $14.15 billion.

Disney stock option traders prepped for post-earnings move that is 50% greater than usual

It's been quite a year since the media giant launched its game-changing streaming platform.

Happy Birthday Disney+

Starbucks

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Investing $1,000 in These Top Stocks Would Be Brilliant As We Edge Closer to a Coronavirus Vaccine

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These stocks are ready to set sail as consumers break free from pandemic-related lockdowns.

3 Top Tourism Picks for 2021

The Walt Disney Company will share their Q4 and full 2020 fiscal year earnings tomorrow.

Earnings Preview: What To Expect From Disney's 2020 Q4 Earnings Call

Since the launch of Disney's streaming service, Disney+ almost one year ago fans have gathered around their tv, computer, or phone screen to rewatch old Disney favorites and watch new smash hits for the first time.

Taking A Look Back On The First Year Of Disney+, Here's What Worked And What Didn't

The coronavirus has crushed some of Disney's (DIS) core businesses. But things appear to be heading in the right direction.

Buy Disney (DIS) Stock Before Earnings on Vaccine Hope?

Disney's (DIS) fourth-quarter fiscal 2020 results are likely to reflect the pandemic woes, which largely induced shutdowns of its theme parks and cruise ships, and delayed movie releases.

Disney (DIS) to Report Q4 Earnings: ETFs in Focus

More bad news for fans of the Magic Kingdom. One day after Disneyland president Ken Potrock announced a new round of furloughs, all three Disneyland hotels have stopped taking room reservations through December 31. Some Disneyland fans were hopeful that an operating reservation system meant a park reopening was in the works. Tuesday's news squashes those...

Disneyland Hotels No Longer Taking Reservations As California's Coronavirus Shutdown Deepens

Boeing

The long grounding of the 737 MAX will soon come to an end. The same can't be said about the closure of Disneyland.

Dow Jones Edges Higher as Boeing 737 MAX Approval Nears, Disney Furloughs Workers

Disney said Tuesday it will impose another round of furloughs at Disneyland as there is no sign that the Anaheim, Calif.-based theme park will be permitted to reopen anytime soon.

Disneyland to furlough more staff and execs as COVID-19 cases surge

Disney's (DIS) fourth-quarter fiscal 2020 results are expected to reflect the negative impact of coronavirus despite growth in Disney+ user-base and recovering ad revenues.

Closure of Parks & Theaters to Mar Disney (DIS) Q4 Earnings

The Mickey Mouse company is rallying on vaccine news, but an untimely earnings report may crash the rally party.

Can Disney Stock Live Up to Monday's 12% Pop?

This Thursday will mark the one-year anniversary of Disney+'s launch, when the service may start to be at risk of churn—Verizon subscribers who are currently on a one-year promotion for free will have to begin paying for the service.

Disney+ faces churn risk as its first anniversary marks the end of the free year-long promotion for Verizon subscribers

Walt Disney Co (NYSE: DIS) is furloughing employees at its Southern California theme park in addition to the previously-announced 28,000 job cuts, according to Reuters. Executives, salaried employees, and hourly workers would be reportedly affected but the exact number is unknown.

Disney Furloughs More Theme Park Workers In California: Report

Walt Disney Co said on Monday it was furloughing additional workers from its Disneyland theme park in Southern California, because it still does not know when the state will allow it to reopen because of the coronavirus pandemic.

Disneyland furloughs more workers, citing 'limbo' on reopening

Disney will enact more furloughs at its marquee Disneyland, with coronavirus cases on the rise globally and no sign from California officials that the Anaheim theme park will reopen anytime in the near future. The news was broken in a memo from Disneyland president Ken Potrock to staff Monday (read it in full below). In...

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