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

Disney's Hong Kong-based theme park will finally be permitted to reopen this Friday, but Disney's California parks remain closed.

Hong Kong Disneyland set to reopen for a second time while California parks remain shuttered

American Express

Expedia

Southwest Airlines

Marriott

MGM Resorts

Royal Caribbean Cruises

There are several stand out travel stocks to buy now, as each is bound to return with a vengeance in 2021 with the rise of tourism.
The post 7 Travel Stocks to Buy Ahead of Renewed Demand in Tourism appeared first on InvestorPlace.

7 Travel Stocks to Buy Ahead of Renewed Demand in Tourism

Disneyland and local mayors are pressuring Gov. Gavin Newsom to let the California park reopen as Disney’s other worldwide parks welcome guests.

Hong Kong Disneyland Reopens For A Second Time As California Theme Park Closure Continues

Disney and Lucasfilm announced today a new initiative dubbed “Mando Mondays,” which is a new global consumer products, games, and publishing program, which officially launches October 26.

Disney And Lucasfilm Launch Mando Mondays To Showcase New Merchandise For “The Mandalorian”

SeaWorld Entertainment

Central Florida theme parks have a busy first weekend of Halloween-themed activities. But there are more treats than tricks in this otherwise tricky season.

Will Halloween Save Disney World, Universal, and SeaWorld?

Disney's largest source of revenue is its Media Networks segment as Parks, Experience and Products has been hit hard by the COVID-19 pandemic.

How Disney Makes Money: Media Networks and Studio Entertainment

'Mulan' is a bomb in China, but there are signs that its PVOD performance is at least halfway decent.

‘Mulan’: Making Sense Of Its Box Office Grosses And VOD Earnings

The highly anticipated movie may have brought in $270 million from domestic subscribers.

"Mulan" Looks Like a Big Win for Disney+

Walt Disney World’s still shuttered water parks won’t reopen until next March, the company said in an update on its plans for Disney’s Blizzard Beach and Disney’s Typhoon Lagoon. “The water parks remain closed pending government approvals. We currently plan to reopen one of the two Disney water parks on March 7, 2021. Like the

Walt Disney World Won’t Open Water Parks Until March 2021

Baidu

Mobile TeleSystems

NetEase

ViacomCBS

Causeway Capital Management, the Los Angeles-based firm founded by Sarah Ketterer (Trades, Portfolio) and Harry Hartford in 2001, seeks to achieve superior risk-adjusted returns by investing in mispriced equities in both developed as well as emerging markets.

Sarah Ketterer's Favorite Communications Stocks

Apple

DraftKings

Johnson & Johnson

PayPal

Starbucks

Buying and holding long-term stocks is not as popular as zero commission trading in 2020, but it remains the best way to make money in the market.
The post 6 Long-Term Stocks to See You Through the Bad Times appeared first on InvestorPlace.

6 Long-Term Stocks to See You Through the Bad Times

Netflix

Consumers are starting to test drive ad-supported alternatives in a big way, and liking them enough to ditch paid services.

AVOD Is Starting to Take a Bite Out of Subscription Services Like Netflix and Disney's Hulu

Hulu was one of the first major streaming services to introduce a “co-viewing” feature that allows friends and family to watch Hulu content together from different locations. The feature, Hulu Watch Party, was initially only available for subscribers on the the ad-free tier of Hulu’s streaming service.

Hulu tests its co-viewing feature ‘Watch Party’ with ad-supported viewers

On September 28, at Tokyo Disneyland, guest can experience two new attractions, a popcorn shop, and a character meet-and-greet across three theme park lands.

Tokyo Disneyland’s Newest Attractions Are Set To Open September 28

Comcast

Twenty-First Century Fox

AT&T

With stay-at-home mandates and an economic recession, viewers are turning to the less expensive ad supported streaming video (AVOD) services for content.

TV Networks Look Toward Ad Supported Streaming To Grow Revenue

NVIDIA

Ryanair Hlds

Finding stocks to buy on a dip can be a good way to bring high-quality names into your portfolio at discounted prices. Here are four to buy.

The 4 Best Stocks to Buy on a Dip Every Time

The Walt Disney Co's (NYSE: DIS) “Mulan” is receiving the cold shoulder in Hong Kong as local pro-democracy activists call for its boycott, Reuters reported Sunday.

After China, Disney's 'Mulan' Sees Muted Opening In Hong Kong

This Saturday, millions of cricket fans will be glued to their television sets, and smartphones, to catch the start of the much-delayed Indian Premier League’s opening Twenty20 match.

IPL 2020: Disney’s APAC Chief Says He’s Getting Sleepless Nights As Opener Nears

Monday Night Football's doubleheader featuring New York Giants and Pittsburgh Steelers attracted 10.7 million viewers, while the second contest registered 7.6 million viewers.

ESPN's week 1 Monday Night Football ratings fall nearly 11%

Disney+ has pricing power, but it needs to do this to unlock it.

A Disney+ Price Hike Is Coming -- Eventually

Walt Disney Co's (NYSE: DIS) ESPN announced two separate deals with DraftKings Inc (NASDAQ: DKNG) and Caesars Entertainment (NASDAQ: CZR) on Monday.

ESPN Deal Extends DraftKings 'Already Large Marketing Reach'

Mickey's Not-So-Scary Halloween Party and Halloween Horror Nights have been canceled this year, but this doesn't mean that Central Florida resorts aren't cashing in on the season.

Disney World and Rivals Have New Tricks for Halloween Treats

But it's going to be difficult to maintain its torrid growth rate.

Disney+ Subscribers Slated to Eclipse Hulu by 2024

Disney+ continued its global expansion, adding Portugal, Norway, Denmark, Sweden, Finland, Iceland, Belgium and Luxembourg to its roster of countries. Pricing ranges from $7.63 a month in Norway to $9.42 in Denmark. Portugal, Belgium, Finland, Iceland and Luxembourg are all at €6.99, or $8.30. “As a major force in the global direct-to-consumer space we’re bringing

Disney+ Arrives In Scandinavia, Belgium, Portugal As Global Rollout Continues

Disney (DIS) owned ESPN makes aggressive efforts to expand sports betting footprint in the United States with multiyear deals.

News for Disney Stock (DIS)