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. has plenty on its plate heading into its third-quarter results on Thursday: No less than redefining a multibillion-dollar business.

Earnings Outlook: Disney is focusing on streaming after pandemic put changes into hyperdrive

American Airlines

AMC Entertainment

Boeing

Booking Hlds

Cheesecake Factory

Carnival

Cinemark Holdings

Darden Restaurants

Brinker International

Expedia

Coppersteel Holdco Inc

Hyatt Hotels

Southwest Airlines

Las Vegas Sands

Marriott

Royal Caribbean Cruises

SeaWorld Entertainment

Six Flags

United Continental Hlds

Wynn Resorts

The world was waiting for very positive news on the COVID-19 vaccine. There already had been some good news in prior weeks, but an announcement was made early on Monday by the Pfizer/BioNTech team that the efficacy from their most recent late-stage study was more than 90% positive.

Can Travel, Leisure, Entertainment Gains on COVID-19 Vaccine Hold?

Disney has continued to feel the impact of the Covid-19 pandemic, with its parks and studio entertainment segments suffering steep losses.

Disney shares jump on positive vaccine news, showing hope for struggling parks business

Comcast

Live Nation

Media and entertainment share were swept higher in a massive rally Monday morning hours after early data from drug giant Pfizer showed its vaccine is 90% effective in preventing COVID-19 infection. The Dow was up nearly more than 1,325, or 5% — it had been up more than 1,600 points in early trade. The S&P was...

Showbiz Stocks, Market Roar At Open On Vaccine Hopes; DJIA Up 1,200 Points As AMC Ent. Surges 50%, Disney Up 13%

The House of Mouse is experiencing a setback during the pandemic, but has it impacted its long-term earnings prospects?

Could Disney Be a Millionaire-Maker Stock?

Disney+ is partnering with Epic Games' Fortnite on a free two-month subscription for the popular movie streaming service, according to a post on the Epic Games website. Starting Tuesday (Nov. 10) and going through the end of 2020, those who purchase V-Bucks or make other real-money purchases in Fortnite will have access to the deal, […]

Disney Launches Subscription Deal For Fortnite Players

Beyond Meat

Cisco Systems

Lyft

McDonald's

Here, 24/7 Wall St. has put together a preview of a few of the most anticipated quarterly reports due this week.

Beyond Meat, Cisco, Disney, Lyft, McDonald's and More Major Earnings Coming This Week

No one's thinking about vacations or travel stocks. It's time to book now when nobody else is paying attention.

3 Top Travel Stocks to Buy in November

Visa

The DOJ is accusing Visa of stifling competition, and Disney will no longer release two films in December.

Dow Jones Little Changed as Visa's Plaid Acquisition Challenged, Disney Pulls Movies From Theaters

Netflix

Netflix stock benefits from the company's vastly larger streaming customers and a superior technology platform for delivery and production. The post Why Netflix Is Worth More Than Disney appeared first on InvestorPlace.

Why Netflix Is Worth More Than Disney

The media giant can save $3.2 billion a year by not resuming its dividend, but there's a good reason why it might come back soon.

Will Disney Bring Back Its Dividend Back Next Week?

We believe that Walt Disney stock may not be a good opportunity at the present time. DIS trades at $125 currently and is, in fact, down 14% so far this year (from $145 at the beginning of 2020).

Disney Recovers 45% But Will Not Reach Its Pre-Covid Level Anytime Soon

IMAX

National CineMedia

In a blow to movie theaters and an already-thin release calendar for 2020, Walt Disney Inc (NYSE: DIS) has postponed Ryan Reynolds action-comedy "Free Guy" and "Death on the Nile," the sequel to Kenneth Branagh's "The Murder on the Orient Express," Variety reports. What Happened: Disney has pulled both big-ticket releases from this year's calendar but has not specified the new release dates yet.

More Trouble For Movie Theaters As Disney Postpones 'Free Guy,' 'Death On The Nile'

This may be overlooked by investors who are focusing on other drivers of subscriber growth.

1 Reason Disney+ Likely Added Millions of Subscribers -- and It's Not "The Mandalorian"

UPDATED, 1:55 PM: Disney has set a reopening date for some restaurants and stores at Disney California Adventure, which has been closed since mid-March. The Buena Vista Street businesses at the stand-alone park, which is adjacent to Disneyland in Anaheim, will unlock their doors on November 19. This will follow the July reopenings of shops...

Disneyland To Reopen More Stores Despite Governor Gavin Newsom's Refusal On Theme Parks

EXCLUSIVE: Following up on the news this morning that ESPN is laying off several hundred employees, we've learned that there are also a handful of layoffs taking place at Disney's studio division – including six people at Searchlight. Other areas impacted include Disney's studio marketing group as well as its theatrical stage team in New...

Disney Studio Division, Including Searchlight, Also Hit With Layoffs Following ESPN Cuts

The popular sports channel is feeling the fiscal pressure of a shrinking cable television market.

Disney's ESPN Reportedly Cutting Staff to Invest More in Streaming

Disney (DIS) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Earnings Preview: Walt Disney (DIS) Q4 Earnings Expected to Decline

SeaWorld Entertainment suffers an 81% drop in attendance, but there are silver linings in its third-quarter report.

Things Are Bad at Theme Parks, but Things Could Be Worse

In a memo obtained by CNBC, ESPN chairman Jimmy Pitaro confirmed roughly 300 layoffs as Disney shifts its entertainment and media business.

ESPN to lay off 300 people. Here's the memo

Walt Disney's ESPN will eliminate 500 positions, including 300 jobs that are filled and 200 that aren't, to reserve cash for DTC and digital initiatives, the sports media broadcaster, chairman Jimmy Pitaro said in a memo to staff Thursday. He said the division had reached an “inflection point.” “The speed at which change is occurring...

ESPN To Cut 300 Jobs, Eliminate 500 Positions Overall As It Reaches Digital “Inflection Point”

CA director of HHS delivered a revise of Governor Gavin Newsroom's theme park guidelines on Wednesday. Ghaly started by thanking theme park operators for their partnership in creating these guidelines. He said, during recent tours of the parks, state officials had seen great examples of line management and keeping groups apart. They had concerns, however,...

Disneyland, Other Large Theme Parks In California Must Wait To Reopen While Sports Events Get More Leeway

The House of Mouse will report its fourth-quarter and fiscal 2020 results on Nov. 12.

News for Disney Stock (DIS)