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.

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SG&A

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Net income

Earnings per share

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Cash & equivalents

Receivables

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Intangibles

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Book value per share

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Ford Motor Company

While Ford's (F) retail sales decline 14.3% in Q2, it records the best retail share of 13.3% in five years, driven by the Built for America campaign and a winning portfolio of pickups, vans and SUVs.

Ford Sees 33.3% Fall in Q2 Sales Volume, Partners With Disney

Ford Motor Co. and the Walt Disney Co. have made a precedent-setting deal for a “roadblock” across all of Disney’s broadcast, cable, digital and streaming channels in prime time to unveil the new Bronco. On July 13, starting at 8PM ET, Ford will introduce the new Bronco lineup across Disney platforms. Three custom, 3-minute films

Disney And Ford Set Roadblock Across Broadcast, Cable, Digital For Bronco Reveal By ‘Free Solo’ Co-Director Jimmy Chin

Ford is teaming up with Disney Media Networks to mark the return of its iconic Bronco SUV through a series of short films that will be broadcast across a number of cable and digital properties including ABC, ESPN, National Geographic and Hulu. The strategy — prompted by COVID-19 shutdowns — is a departure for Ford, […]

Ford taps Disney Media Works to mark the return of the Bronco SUV

The world's most popular theme park resort is now a week away from the resumption of its gated attractions. It's going to happen.

Will Disney World Really Open This Month?

The two companies are teaming up to produce product launch ads to broadcast on Disney's Hulu.

Disney Finds New Avenue for Revenue in Partnership With Ford

The closure of Disney parks around the world started in January due to COVID-19, with the Shanghai Disney Resort and Hong Kong Disneyland, and continued into March as Walt Disney World and Disneyland closed their gates.

How The Disney Parks Around The World Are Changing Due To Covid-19

Ford will unveil its "Ford Bronco 4x4 family" of vehicles across Disney's media networks, including ABC, ESPN, National Geographic and Hulu.

Ford is partnering with Disney to unveil Bronco SUVs on July 13

When most people think of theme park jobs, parade performers and ride operators spring to mind. They shouldn't.

How To Carve Out A Career With Disney

Alphabet

AT&T

ViacomCBS

Prices keep climbing. Will subscribers stick around?

Virtual MVPDs Are Suffering the Same Fate as Traditional Cable

UPDATED with new pricing, Fubo statement on WarnerMedia. A week after filling in a major gap in its network portfolio by signing a carriage deal with Disney, FuboTV is raising its prices and saying goodbye to 11 WarnerMedia channels, including TNT, CNN and Cartoon Network. As of 12:01AM ET on Wednesday, TNT, TBS, CNN, Adult

FuboTV Raises Rates Ahead Of Disney Networks Joining; 11 WarnerMedia Networks Leaving Service – Update

Apple

Axon Enterprise

Visa

Verizon

Verizon Communications Inc 5.9 % Notes 2014-15.2.54 Sr

If you're looking to build wealth, these stocks are a great place to start.

5 Stocks I'll Hold Forever

Comcast

Comcast stock price has increased by 11% in the last three and a half years, when the stock increased from $35 at the end of 2016 to $39 as on 30th June,2020. That’s positive for Comcast’s investors.

Disney Or Comcast?

Amazon

Netflix

Coronavirus accelerated the trend, but streaming stocks were already on the rise. Here are four such stocks worth keeping an eye on.

4 Streaming Stocks for Your Social-Distanced Future

Subscriber totals have exceeded expectations. Will profits follow soon after?

Will Disney+ Turn a Profit Sooner Than Anticipated?

Disney (DIS) owned Disney+ Hotstar streaming services are set to launch Disney+ Hotstar Multiplex on its platform showcasing big-ticket Bollywood movies deferred for release due to coronavirus.

Disney (DIS) to Launch Disney+ Hotstar Multiplex in India

DraftKings

Garmin

The COVID-19 pandemic may have changed what sports and recreation look like in the future, and these three companies should benefit in both the short and long term.

3 Sports Stocks Poised for a Bull Run

The Chicago Fire midfielder, who spent Major League Soccer's suspension focusing on improving his financial literacy and investment portfolio, is excited to be back on the field again for the MLS is Back Tournament beginning July 8.

Brandt Bronico Shifts Attention From Wall Street To Walt Disney World As MLS Restarts

The coronavirus continued to wreak havoc on the advertising market in May, new data shows. Last month, US advertising revenue plummeted 31 percent with the postponement of big-ticket sporting events dragging down big media companies like Disney, owner of ESPN, according to a new report from StandardMedia Tracker, which tracks media spend.

Ad sales plunge in May as lack of NBA hurts Disney, WarnerMedia

It's going to be another big month for the media giant, with theme park reopenings and a couple of notable Disney+ debuts.

5 Dates for Disney Investors to Circle in July

A new paper published by Disney Research in partnership with ETH Zurich describes a fully automated, neural network-based method for swapping faces in photos and videos – the first such method that results in high-resolution, megapixel resolution final results according to the researchers. That could make it suited for use in film and TV, where […]

Disney Research neural face swapping technique can provide photorealistic, high resolution video

The overall “churn” rate, reflecting how many customers cancel their subscriptions to streaming services, rose to 41% during the first quarter of 2020 from 35% in the same period of 2019. Research firm Parks Associates revealed the statistic Monday, describing it as a gauge of consumers experimenting with streaming during COVID-19 shutdowns. The past few

Streaming Subscribers Have Itchy Trigger Fingers During COVID-19, With Churn Rate Rising To 41% – Report

The growth in subscription streaming hours will slow considerably over the next couple years.

Is It Too Late for New Subscription Video Services?

Workers at California's Disneyland Resort protested from their cars on Saturday, arguing that the Walt Disney Co has not agreed to adequate protections for employees when the destination reopens to the public amid a pandemic.

Some Disneyland workers protest reopening plans amid pandemic

BURBANK, Calif.--(BUSINESS WIRE)--The Walt Disney Studios (NYSE: DIS) announced today that Disney's “Mulan,” a live-action epic directed by acclaimed filmmaker Niki Caro, will now debut in theaters on August 21, 2020. The film’s release was previously delayed due to theater closures amid the COVID-19 pandemic and had been scheduled for release on July 24, 2020. “While the pandemic has changed our release plans for ‘Mulan’ and we will continue to be flexible as conditions require, it has not cha

Disney’s ‘Mulan’ to Open in Theaters on August 21, 2020

Cinemark Holdings

Discovery

Discovery Communications

Twenty-First Century Fox

iHeartMedia

Twitter

Stocks acclerated their downward trajectory Friday as the coronavirus ratcheted up with media shares following the market lower. The DJIA closed out the week down a hefty 730 points, or 2.8% in Friday’s session. The S&P 500 and Nasdaq dropped, respectively, 2.4% and 2.6% for the day. Exhibitors lost more ground with the summer release

News for Disney Stock (DIS)