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 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

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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

Apple

American companies are nervous about government-imposed limits on use of the popular Chinese app, according to report.

WeChat ban: Apple, Disney and others reportedly push back on call with White House

Actors who had objected to Walt Disney's proposed coronavirus safeguards at the Walt Disney World theme park have reached an agreement to return to work, according to a union statement on Wednesday.

Walt Disney World actors to return to work after company offers coronavirus tests

Walt Disney World has established free, on-site coronavirus testing for employees and their families, drawing applause from Actors’ Equity Association after a two-month-long stand-off over the matter. Equity announced today that it has signed an agreement with the resort to allow union members to return to work at the Florida amusement park. “We have been

Actors’ Equity Reaches Agreement With Walt Disney World For COVID Testing: Actors Can Return To Park

Recent Sale: Disney

Costco

Warehouse clubs and mouse-eared hats start a bellwether fight that only one player can win.

Better Buy: Disney vs. Costco

Disney’s outdoor segments, like parks, continue to get hit, but they are seeing some nice uplift in other areas.

Why Disney Stock Is Up

FuboTV

The House of Mouse appears to be expanding its streaming lineup.

Disney Acquires a Substantial Stake in FuboTV-Owner FaceBank Group

The House of Mouse has another holding in its streaming lineup.

Disney Continues to Hold a Stake in FuboTV-Owner FaceBank Group

20th Century Fox, one of the most-recognized names in entertainment history, is officially no more.

Disney just ended the 20th Century Fox brand, one of the most storied names in entertainment

Disney Television Studios will undergo a rebranding of its three TV studios, according to a report announced today.

Disney Finalizes Rebranding Of TV Studios

Today’s “One Chart” features the rising stock price of The Walt Disney Company NYSE: DIS It’s an interesting chart because of the earnings beat last week and what that means for long-term potential appreciation of Disney’s stock price. As well, the stock chart for Disney (DIS) illustrates the concept of follow-through, or confirmation.

Further Upside for Disney Stock (DIS) After Earnings Beat

Disney Television Studios has launched a major rebrand of its three studios, 20th Century Fox Television, Fox 21 TV Studios and ABC Studios/ABC Signature. The move comes nearly 18 months after Disney’s $71.3 billion acquisition of key 21st Century Fox assets and seven months after the Disney-owned film companies — 20th Century Fox Studios and

Disney Television Studios Rebrands Its Three Units As 20th Television, ABC Signature & Touchstone Television

DIS stock will power higher over the next 12+ as the world normalizes post-Covid-19, and as Disney+ sustains big growth.
The post Keep Buying Disney Stock on Streaming and a 2021 Recovery Strength appeared first on InvestorPlace.

Keep Buying Disney Stock on Streaming and a 2021 Recovery Strength

After a 52% rise since the March 23 lows of this year, at the current price near $131 per share Walt Disney stock seems to have surpassed its near term potential. Disney stock has increased from $86 to $131 off its recent bottom, compared to the S&P 500 which increased by around 50% during the.

Here’s Why Disney Might Not Be A Good Bet Just Yet

Amazon

With resilient business models and innovative cultures, Apple, Amazon and Disney are three long-term stocks that will never go out of style.
The post 3 Long-Term Stocks You’ll Want To Keep Forever appeared first on InvestorPlace.

3 Long-Term Stocks You’ll Want To Keep Forever

Disney's digital gamble on a big-budget movie is smart, safe, and the future.

This Changes Everything for Disney

Disney World Cutting Back Hours After Smaller-Than-Expected Crowds

Under new ownership, the streaming service is taking a back seat to more promising businesses.

Is Walt Disney Giving Up on Hulu?

Walt Disney World’s four Florida theme parks will see reduced hours come September 8. Magic Kingdom, Disney’s Hollywood Studio, Disney’s Animal Kingdom and EPCOT, are all set to scale back operating hours, nearly a month after opening in July. While the first three parks will see closing hours move back by an hour, EPCOT will

Walt Disney World To Cut Theme Park Hours Starting September

Low starting prices and discounted bundles are driving huge growth for Disney's streaming offerings, especially Disney+.

Disney's Streaming Strategy Is Paying Huge Dividends

The reasons Walt Disney hasn't taken this revenue route are slowly but surely fading away.

Why Doesn't Disney Sell a Stand-alone Streaming Version of ESPN?

Comcast

ViacomCBS

Disney, NBCUniversal, and ViacomCBS all made notable news this week that will hasten the shift from traditional film, TV and payTV to streaming video. As distribution windows and programming bundles break, this week will be one for the history books.

Disney, NBCUniversal, ViacomCBS Announcements Push Hollywood Hard Into Its Streaming Future

We have no idea how consumers will react to 'Mulan' arriving on PVOD, and Disney’s theatrical event films still aggressively over-perform in North American theaters compared to their rivals.

‘Mulan’: Why Disney Would Be Crazy To Give Up On U.S. Movie Theaters

It could be years before the media and entertainment giant finds the right balance between pricing and spending.

Despite Incredible Growth, Disney's Streaming Business Remains Unprofitable

The Nov. 2019 debut of Disney+ could not have had better timing.

News for Disney Stock (DIS)