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 Q1 2022

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 2023

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Earnings data Q2 2024

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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.

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

Comcast

"Inside Out 2" has shattered expectations, with $729 million in worldwide ticket sales so far. Comcast's "Despicable Me 4" and a pair of big Disney releases slated for the holiday season should keep animated films at the top of the box office.

Is Animation Saving the Multiplex for Investors?

The pandemic devastated this business, but the stock price shows surprising trends.

1 Spectacular Growth Stock Down 49% to Buy Now and Hold Forever

A virtual hearing set this morning in LA Superior Court could result in a black eye for the Walt Disney Company and its five-year battle against what is now a sprawling pay equity class action suit.

Disney Faces Pushback In $300M Pay Equity Class Action Over Allegedly “Inappropriately” Withholding Documents

Disney and Pixar's "Inside Out 2" has tallied $724.4 million at the box office worldwide as of Sunday, making it the highest-grossing film of 2024. Box office experts expect the film will soon surpass $1 billion globally, becoming the first film since Warner Bros.

Disney's 'Inside Out 2' could be the first billion-dollar movie of 2024

Animated sequel "Inside Out 2" from Walt Disney Co DIS has won the domestic and worldwide box office for a second straight weekend.

Disney Shareholders Could Experience Joy As 'Inside Out 2' Crushes Box Office, Nears $1B Milestone That Haunted Company In 2023

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According to studio estimates on Sunday, Disney's "Inside Out 2" movie hauled in $100 million in ticket sales in its second weekend. The film has earned the title of 2024's highest-grossing film to date.

Stocks and ETFs to Benefit from "Inside Out 2" Success

Disney's (DIS) Inside Out 2 becomes the highest-grossing film of 2024 and gains the second-biggest animated box office opening status of all time.

Disney's (DIS) Inside Out 2 Crosses $500 Million in 8 Days

Disney stock currently trades at $102 per share, about 50% below its pre-inflation shock high of about $202 seen on March 8, 2021. The sell-off has been driven by several factors.

As Streaming Business Approaches Profitability, Can Disney Stock Double To $200?

The Pixar sequel collected $100 million in ticket sales in its second weekend, according to studio estimates Sunday, setting a new record for an animated movie in its follow-up frame in theaters. The previous best second weekend for an animated title was the $92 million for “The Super Mario Bros.

‘Inside Out 2' continues to set records with $100 million in its second weekend

Amazon

The S&P 500 has hit record highs this year and shows no signs of slowing. Amazon's business has exploded after multiple quarters of impressive earnings.

Best Stock to Buy Right Now: Amazon vs. Disney

Disney-Pixar's Inside Out 2 continues to dominate the domestic box office and is estimated to make $98 million in its second weekend in theaters, Deadline reports.

‘Inside Out 2' Heading Toward $98 Million Box Office In Second Weekend

Animated Pixar movie "Inside Out 2" has become the highest grossing film of the year domestically and crossed $500 million at the worldwide box office, according to a Walt Disney statement released on Saturday.

‘Inside Out 2' crosses $500 million at the worldwide box office

Disney has unmatched assets in its global theme parks and content library. It's been dealing with one problem after the next since the pandemic started.

If You'd Invested $1,000 in Disney Stock 20 Years Ago, Here's How Much You'd Have Today

ORLANDO, Fla. — Disney workers are suing their employer, claiming they were fraudulently induced to move from California to Florida to work in a new office campus only to have those plans later scrapped amid a fight between the entertainment giant and Florida Gov.

Disney sued by workers claiming they were fraudulently induced to move to Florida from California

Disney asked about 2,000 workers to move from California and be based at a new campus in Florida. But the $1 billion Lake Nona campus was canceled after about 200 workers had already relocated.

Disney sued by 2 workers after it asked them to relocate from California to Florida to work at a $1 billion campus, which it later canceled

Walt Disney (DIS) reachead $101.84 at the closing of the latest trading day, reflecting a +0.33% change compared to its last close.

Why the Market Dipped But Walt Disney (DIS) Gained Today

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Match Group

During 2023, Coolest Gadgets reported a 31% increase in annual sales of virtual reality (VR) headsets. 2024 is heading in the same direction, with an estimated 14.31 million units sold versus 11.2 million units sold in 2023.

3 Metaverse Stocks to Sell in June Before They Crash & Burn

Broadcom

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Alphabet

Eli Lilly

Riot Blockchain

Investors searching for stocks that will grow their portfolio and provide a strong return on capital should pay attention to analyst ratings, particularly the ones placed on strong buy growth stocks. Analysts are selective about the stocks they give their highest ratings to and are growing increasingly picky as the market rallies to all-time highs.

Wall Street Favorites: 7 Growth Stocks With Strong Buy Ratings for June 2024

AbbVie

British American Tobacco

Johnson & Johnson

JPMorgan Chase & Co

Pfizer

Starbucks

While investing, the focus is on the top blue-chip stocks to buy that offer growth with stability. It is vital to comprehend the fundamentals that characterize these superior stocks.

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Disney has revealed that it has banked $220 million of dividends from its Castaway Cay private island in the Bahamas over the past decade.

Disney Sails Away With $220 Million From Its Private Island

A huge opening weekend for Inside Out 2 is a great sign for Disney.

Is Disney Animation Back on Track?

Provo, Utah, June 18, 2024 (GLOBE NEWSWIRE) -- June 18, 2024 UVU School of the Arts and Sundance Mountain Resort to Present Disney's Newsies as 2024 Summer Musical PROVO, Utah — UVU School of the Arts is thrilled to announce a collaborative production of Disney's Musical Newsies with Sundance Mountain Resort as the 2024 Sundance Summer Theatre presentation from July 18 to August 10.  Based on the historic Newsboys Strike of 1899 in New York City, Newsies tells the inspiring tale of newsboys and newsgirls who rise against powerful publishers to demand fair treatment.

UVU School of the Arts and Sundance Mountain Resort to Present Disney's NEWSIES as 2024 Summer Musical

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Today, we'll explore three top stocks to buy as the second half of 2024 approaches. Despite the volatility since January, we have seen robust moves, with the S&P 500 index rising 14% year-to-date (YTD) on strong earnings and expected rate cuts.

3 Stocks to Supercharge Your Portfolio for 2024's Second Act

Given its better prospects, we believe Disney stock (NYSE: DIS) is a better pick than UPS stock (NYSE: UPS). The decision to invest often comes down to finding the best stocks within the scope of certain characteristics that suit an investment style.

Should You Pick Disney Over UPS Stock?

The entertainment giant's streaming arm is edging toward sustained profitability. Walt Disney is also finally making its overdue move with sports-media brand ESPN.

News for Disney Stock (DIS)