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 Q2 2022

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Earnings data Q4 2023

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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

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Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

With many stuck inside, streaming services have been implementing ways for viewers to host virtual movie nights and Disney+ is joining the trend. The streaming service is adding a co-viewing option with a new feature called GroupWatch.

Disney+ Adds New Co-Watching Feature

In Florida, theme parks are now allowed to resume normal operations at normal capacity.

Lawmakers Demand Newsom Allow Disneyland To Reopen

Stay away from Disney stock as it's likely to tread water until next year. While Disney transitions from a venue focus to a content and streaming model, DIS stock may not rise by much.

Disney Is Likely to Tread Water Until Next Year

The "GroupWatch" feature allows a user to invite up to six other subscribers to watch together. Each user has the ability to pause, play, rewind or fast forward for the whole group, keeping everyone connected.

Disney+ now lets you watch movies with friends no matter where you are

Comcast

SeaWorld Entertainment

Disney, Universal, and SeaWorld will combine to open five world-class roller coasters next year. Get ready to ride.

2021 Will Be the Year of Roller Coasters in Central Florida

The triple-digit share price has investors wondering if it will be the next to split.

Will Disney Split Its Stock?

Lyft

Peloton

These recovery stocks could shine once the pandemic ends.

3 Stocks That Will Only Get Stronger After the COVID-19 Vaccine

News that Disney is at the centre of COVID-19 is quickly becoming dated. Looking beyond headlines, there's a lot to get excited about.

Disney's Strong Brand Drives Its Flywheel

A large group of California state senators and assemblymembers sent a letter to Governor Gavin Newsom on Monday, requesting that Newsom issue guidelines for parks such as Disneyland, Universal Studios and Knott’s Berry Farm to reopen.

18 California State Legislators Ask Governor Newsom To Allow Disneyland, Universal Studios, Other Parks To Reopen

The Walt Disney Company may be losing some of its privilege, at least when it comes to a potential pay-equity class action lawsuit against the House of Mouse, what they knew and when they knew it.

Disney Loses Bid To Keep Secret 2017 Compensation Study Out Of Pay-Equity Class Action, For Now

ALLENTOWN, Pa., Sept. 28, 2020 /PRNewswire/ -- Kitay Law Offices is representing a Northampton mother who is suing the Walt Disney Company after her 7-year-old autistic son was denied entry to the Disney Store at the Lehigh Valley Mall because he was not wearing a facemask. Like many...

Disney sued for special needs discrimination

The media giant isn't running on all cylinders these days, but let's go over a few of the reasons to load up on the House of Mouse.

13 Reasons to Buy Disney and Never Sell

Sonos

SANTA BARBARA, Calif.--(BUSINESS WIRE)--Sonos is joining forces with Disney+ to kick-off a strategic marketing campaign, celebrating the premiere of the second season of “The Mandalorian."

Sonos and Disney+ team up to bring cinema-quality sound home for “The Mandalorian”

The past success of a movie franchise doesn't guarantee future success. The same goes for stocks.

What the Failure of Star Wars' Latest Trilogy Can Teach Us About Investing

Shares of the Walt Disney Company (NYSE: DIS) took another beating this week after the company was forced to postpone the release of two major movies. Needham’s analyst Laura Martin downgraded revenue estimates.

Disney estimates downgraded on negative COVID-19 impact

Disney's fiscal fourth quarter ends next week, but it won't be the end of its problems.

Disney Stock Is a Week Away From Leaving an Awful Fiscal 2020 Behind

Disney (DIS) postpones the release of Black Widow and other Marvel blockbusters as consumers continue to skip theater visits due to coronavirus.

Disney (DIS) Postpones Black Widow, Marvel Lineup to 2021

Evel Knievel once said that he “would always rather be in the arena fighting than be a spectator.”

Disney & Pixar Crashed By Evel Knievel’s Son In ‘Toy Story 4’ Lawsuit Over Keanu Reeves Voiced Duke Caboom Character

This inside look into the everyday care of the animals and the amount of thought that was put in to building a theme park to allow visitors to get up close to the animals is unprecedented.

Five Facts About The New Disney+ Show “Magic Of Disney’s Animal Kingdom”

As of this weekend, the company's California theme park will be the last of its gated attractions that remains closed to guests due to pandemic restrictions.

Will Disneyland Reopen in 2020?

Walt Disney Co will lose its option to buy a plot of land next to its Hong Kong theme park that was to allow for future expansion after the city's government said on Wednesday it would not extend the option due to current economic conditions.

Hong Kong government ends Disney's option for expanding theme park

Disney Exec Pleads With Calif. Governor To Reopen Disneyland

Sony

ViacomCBS

Movie and TV producers are ready to get back to work after a 6-month break.

Hollywood Unions Agree on COVID-Safe Production Protocols

Josh D’Amaro, the new chairman of Disney Parks, Experiences and Products Tuesday begged California officials to let Disneyland reopen and to “treat theme parks the way you treat other sectors.” California Governor Gavin Newsom promised last week that news about Disneyland’s reopening would be coming “very soon.” But ‘soon’ is subjective and with nothing forthcoming,

Disney Parks Chief Begs California To Let Disneyland Reopen; “We’re Ready, And It’s Time,” Says Josh D’Amaro

Walt Disney Co urged California officials on Tuesday to let the company reopen the Disneyland theme park, which remains shuttered six months after closing down to help curb the spread of coronavirus.

News for Disney Stock (DIS)