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 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 delivered mixed earnings results in third-quarter fiscal 2020. The company largely suffered due to closure of parks and resorts and softness in the entertainment division amid the coronavirus pandemic.

Will Disney ETFs Suffer on Mixed Earnings Due to Coronavirus?

Some big changes are coming for Disney's burgeoning DTC business.

Disney's Going All-In on Direct-to-Consumer

Arista Networks

Twilio

New uses for the internet are laying the foundation for these companies’ futures.

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Honeywell

Southwest Airlines

Starbucks

A variety of industry leaders that you can buy at a discount.

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Walt Disney (DIS) reported earnings after the bell on Tuesday. Disney reported adjusted EPS of $0.08, which beat consensus estimates of -$0.64.

Disney (DIS) Posts a Surprise Profit – Cycles Point to an Important Bottom

American Airlines

Boeing

CVS Health

Disney's shares surge on the growth of its streaming business, CVS beats expectations, and the airline industry is hoping for another round of government support.

S&P 500 Gains 21 Points: Disney and CVS Health Earnings, American Airlines and Boeing Stocks Rally

Moderna

Roku

Block

A Roku earnings preview, along with Disney, Square and Moderna were our top stock trades from Wednesday. That said, let's look at the charts.

4 Top Stock Trades for Thursday: DIS, SQ, ROKU, MRNA

The wind remained beneath stocks' wings on Wednesday, as Washington's stimulus standoff improved and corporate earnings encouraged investors.

Stock Market Today: Disney Adds to the Market's Magical Run

Netflix took 13 years to reach nearly 200 million subscribers. At this pace, Disney Plus could outpace Netflix by 2022, if not sooner.

5 Reasons Why Disney Plus Is Breaking Records While Making History

A pair of unexpected Disney video streaming announcements cheered Wall Street and boosted shares Wednesday.
The post Disney Stock Eyes Buy Point As Latest Streaming Growth Deliver 'Bundle Breakout' appeared first on Investor's Business Daily.

Disney Stock Eyes Buy Point As Latest Streaming Growth Deliver 'Bundle Breakout'

Apple

Investors were happy with Disney's results despite a steep revenue decline, and an analyst downgraded Apple on valuation.

Dow Jones Jumps Despite Dismal Jobs Report; Disney Stock Soars, and Apple Stock Can't Keep Up

The entertainment company is focused on leveraging its extensive direct-to-consumer streaming networks.

Disney to Launch International Streaming Service Under the Star Brand

Walt Disney Co.’s shares spiked to gains of 10% and more Wednesday, after analysts focused more on the media titan’s new plans for streaming than financial results that were destroyed by the COVID-19 pandemic.

Disney’s streaming changes have ‘built a big enough life raft’ to get through pandemic, analysts say as stock spikes

Disney's (DIS) third-quarter fiscal 2020 results reflect adverse effects of the coronavirus pandemic despite solid growth in Disney+ user base.

Disney (DIS) Q3 Earnings Beat, Coronavirus Hits Revenues Hard

The entertainment giant's streaming business is booming.

Why Disney Stock Surged Today

Disney shares posted a dramatic gain Wednesday, climbing nearly 11% after two upgrades from Wall Street analysts and general kudos for its moves on the streaming front. By mid-day, shares were flirting with $130, their best showing since February. Trading volume was at twice its usual level. While Disney’s financial performance in the fiscal third

Disney Stock Jumps On Streaming News, Wall Street Upgrades

The world's largest operator of gated attractions took a $1.9 billion hit for its theme parks business, but it still generated a net positive contribution. Let's go down that turnstile rabbit hole.

Disney Theme Parks Are Losing Money, and That's OK for Now

Disney+ has already hit the low end of its 2024 subscriber target range. I'm ready to call it a Streaming Wars winner less than a year after its November launch.

Disney has won the first stage of the streaming wars, and stage two isn't as difficult of a challenge

Walt Disney Co.'s DIS, +8.79% plans to get more aggressive with streaming as the pandemic hammers other areas of the media conglomerate helped earn the stock an upgrade from Guggenheim analyst Michael Morris after the company's Tuesday afternoon earnings report.

Disney stock surges 10% as new streaming push prompts pair of upgrades

Walt Disney Co (NYSE: DIS) shares gained 6.2% on Wednesday morning after the company reported more than 100 million streaming subscribers on Tuesday and said it plans to launch an additional streaming service.

Wall Street Weighs In On Disney's Impressive Streaming Subscriber Growth

U.S. stocks rose at the start of trading Wednesday as corporate earnings results continued to roll in, and investors pored over a disappointing jobs report from payroll provider Automatic Data Processing Inc.

S&P 500 trades within 2% of record high as Wall Street focuses on Disney subscriber growth and hope for fresh round of coronaviirus aid

Discovery Inc. CEO said the company is close to announcing a broad, new direct-to-consumer service that encompass all its brands and characters, will work with distribution partners and may or may or may not include advertising. CEO Davis Zaslav, in a conference call post quarterly earnings, promised more details soon. He called the product “a

Discovery Getting Closer To U.S. DTC Service; CEO David Zaslav Calls It “SUV” Of Brands, Characters Vs “Sportscars” Like Netflix, Amazon, Disney+

If you're a fan of collectibles, a lot of one-of-a-kind things happened in Disney's latest quarterly release.

3 Things Disney Isn't Likely to Ever Say Again

Walt Disney Co.'s DIS, +0.80% plans to get more aggressive with streaming as the pandemic hammers other areas of the media conglomerate helped earn the stock an upgrade from Guggenheim analyst Michael Morris after the company's Tuesday afternoon earnings report.

Disney stock gets an upgrade at Guggenheim amid new streaming push

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News for Disney Stock (DIS)