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

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Earnings data Q1 2022

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

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Earnings data Q4 2023

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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.

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Free cash flow

Given the potential profit of a huge Hamilton theatrical release in 2021, followed by a streaming debut afterwards, you have to wonder if Disney wasted its shot by streaming Hamilton now.

Disney May Have Wasted Its Shot By Streaming ‘Hamilton’ Now

The world's most-visited theme park is reopening this week, and a lot has changed in the spirit of safety. Sacrificing near-term profits is the right call with so much at stake.

Will Disney World Ever Be the Same?

Alphabet

Netflix

AT&T

Twitter

Verizon

Verizon Communications Inc 5.9 % Notes 2014-15.2.54 Sr

Fasten your seat belts. Tightly! As Q2 earnings reports begin trickling in, investors everywhere should prepare for what one headline writer called “The Ugliest Earnings Season since the Financial Crisis.

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This is the real reason Disney launched Disney Plus. (Bodes well for Disney stock.

Disney’s Master Plan With Disney Plus That No One Is Talking About

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McDonald's

We all enjoy our guilty pleasures, but are they holding you back from the retirement you deserve?

Trade Your (Insert Indulgence Here) for a Better Retirement

Walt Disney will stick to its plans to reopen its Walt Disney World theme parks in Orlando, Florida, to a limited number of guests on Saturday, the company said in a statement on Tuesday.

Disney says Walt Disney World reopening is on track for Saturday

Walt Disney (DIS) closed at $113.63 in the latest trading session, marking a -0.7% move from the prior day.

Walt Disney (DIS) Stock Moves -0.7%: What You Should Know

Walt Disney Co will stick to its plans to reopen its Walt Disney World theme parks in Orlando, Florida, to a limited number of guests on Saturday, the company said in a statement on Tuesday.

Disney says it will go ahead with Walt Disney World reopening on Saturday

In the wake of the 2020 resurgence of the Black Lives Matters movement, corporations are clearly beginning to recognize the buying power behind Black stories. And who first to begin with but one of the most recognizable men of the movement?

Does Disney Hope To Replicate Last Dance Success With Kaepernick Deal?

Starbucks

Eventually COVID-19 will pass, and these two companies will be set to soar.

2 Stocks Poised for Post-Pandemic Comebacks

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NIKE

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Sports stocks have been among 2020's biggest losers as TV and gate revenues have collapsed. But these 10 could be winners as sports return.

10 Sports Stocks to Buy When Games Return

More internet service providers will look to bundle Disney's streaming service.

Disney+ Is the New HBO

The Walt Disney Company's (NYSE: DIS) streaming video on demand service Disney+ saw a massive increase in downloads during the weekend of the "Hamilton" launch, according to multiple data analysis firms.

Disney+ Sees Massive Surge In Downloads During 'Hamilton' Weekend

The quarterback turned civil-rights activist will be chronicled in a documentary series

Disney Inks Deal With Colin Kaepernick

Hamilton dropped Friday, the most highly anticipated brand-new title to hit the streaming service since coronavirus lockdown.

Hamilton bumps Disney Plus mobile-app downloads up 72% in US

New data on Hamilton suggests it provided a major boost for an already surging Disney +.

Want To Judge Hamilton’s Impact On Disney+? Look No Further Than Downloads

Last month, Netflix announced that Kaepernick and filmmaker Ava DuVernay were collaborating for a forthcoming series.

Disney Signs Colin Kaepernick To First-Look Deal

The House of Mouse is not built to be shut down, but there is light at the end of the tunnel with growth in Disney+ and parks scheduled to reopen.

Why Walt Disney Stock Fell 23% in the First Half of 2020

The House of Mouse scores a much-needed win by bringing the Broadway hit to streaming.

"Hamilton" Drives a Huge Surge in Demand for Disney+

The arrival of Hamilton seems to be having the intended effect on Disney+, according to one new piece of data from the weekend. According to numbers out Monday from research firm Apptopia, from July 3 through July 5, the Disney+ app was downloaded 513,323 times globally and 266,084 times in the U.S. The global tally

‘Hamilton’ Boosts Mobile App Downloads Of Disney Plus By 72% In U.S. – Report

The much-anticipated addition of “Hamilton” seems to have paid off for Disney+. According to new data from app store analytics firm Apptopia, Disney’s streaming service saw a big jump in downloads over the July 4 holiday weekend in the U.S.

‘Hamilton’ gives Disney+ a holiday weekend bump in U.S., with app downloads up 72%

Major sports teams and theme park guests are arriving in central Florida just as COVID-19 cases are surging in the state. So much can go wrong.

This Could Be Disney World's Most Important Week Ever

Disney may not be leading the Best Stocks contest, but it has solid potential. When theme parks reopen, DIS stock will start to shine.

Best Stocks for 2020: Disney Stock Can Still Hit Infinity and Beyond

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Just days after Actors’ Equity Association urged members not to take jobs with Florida’s Walt Disney World until the resort agrees to provide COVID-19 testing, the amusement park reports that “tens of thousands of cast members” are preparing to return for the phased opening that begins July 11.

News for Disney Stock (DIS)