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

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Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

JPMorgan Chase & Co

Covid-19 Impact on Earnings to Linger Through 2021

Disney Springs, the shopping and retail complex adjacent to Walt Disney World in Orlando, began a phased reopening Wednesday with 44 of its 190 locations including retail stores and restaurants ready for business. The park declined to share attendance numbers but fans took to Twitter with relief as locales flung open the doors including company-owned

Disney Springs Reopens As Entertainment Giant’s U.S. Theme Parks Inch Back Into Business

Hulu has updated its user interface with the goal of improving content discovery and providing a more consistent experience across the other services included in its bundled offering with Disney+ and ESPN+. The new look and feel starts Wednesday on Roku and Apple TV before rolling out on other platforms in the coming months. Operated

Hulu Updates Its User Interface, Aiming To Improve Film And TV Discovery

Another heir of Walt Disney is publicly expressing disgust with the company his grandfather founded for furloughing thousands of workers while continuing to pay its executives millions of dollars and massive bonuses.

Walt Disney's grandson slams company's bonuses for managers while workers are furloughed

Walt Disney stock has rallied into heavy resistance after a two-month bounce, setting up a nearly ideal short sale pattern.

Disney Stock Could Offer Profitable Short Sales

Ruhell Amin, global head of retail equity research at William O'Neil + Co, outlines how Disney might recover from the coronavirus crisis.

There's pent up demand for sports and television, analyst says

Walt Disney (NYSE: DIS) shares are trading lower on Tuesday, after Loop Capital downgraded the stock from Buy to Hold.

Why Disney's Stock Is Trading Lower Today  (DIS)

Disney stock fell Tuesday after the architect of some of Disney's biggest deals left to become the CEO of TikTok.
The post Disney Stock Falls After Losing M&A Rainmaker Behind Game-Changing Deals appeared first on Investor's Business Daily.

Disney Stock Falls After Losing M&A Rainmaker Behind Game-Changing Deals

SeaWorld Entertainment

Comcast

Central Florida theme park operators can start submitting their reopening plans, but it's not as easy as it seems.

When Will Disney World, Universal, and SeaWorld Reopen?

One analyst firm downgraded the stock while another presented a 13% lower price target.

Disney Gets Two Chilly Analyst Reviews

Salesforce

Netflix

The House of Representatives passed a bill that includes $1 trillion for local governments, but the Senate is not expected to pass it.

Top execs from Netflix, Disney, Salesforce and more call on Congress to provide $1 trillion in coronavirus relief to local governments

With sentiment turning positive for Disney theme parks to reopen, the volatility roller-coaster ride might finally be over for DIS stock.
The post Disney Is a Likely Winner on Park Reopening Hopes appeared first on InvestorPlace.

Disney Is a Likely Winner on Park Reopening Hopes

The senior executive responsible for streaming services at the Walt Disney Co. (NYSE: DIS) is leaving the venerable Mouse House to become chief executive of the trending video platform TikTok.

Will Kevin Mayer’s Departure Weigh on Disney Stock?

DIS stock still is well off its highs, which doesn't seem to make much sense. But when considering the outlook for ESPN, caution is advised.

Disney Stock Faces One Key Problem That Investors Shouldn’t Ignore

Shares of the entertainment giant popped as it took a step toward reopening Disney World and investors reacted to positive vaccine news.

Why Disney Stock Jumped Today

Rebecca Campbell, whose promotion to Disney’s Chairman of Direct-to-Consumer & International on Monday put her in charge of Disney+, Hulu, Hotstar and ESPN+, took a less-traveled road the to the C-suite. During the bulk of her 23 years at the company, Campbell focused on local broadcasting, running individual stations and the ABC Owned Television Stations

Disney’s Rebecca Campbell Caps Remarkable Rise From Stations To Top Streaming Role

Josh D'Amaro has been named chairman of Disney parks, experiences and products. Rebecca Campbell will become chairman of Disney's direct-to-consumer division.

Disney taps two company veterans to head-up parks and streaming businesses

Walt Disney Co. DIS, +7.15% announced two executive changes and a key departure Monday as the media giant attempts to navigate choppy financial waters during the coronavirus pandemic.

Disney announces executives to head parks, direct-to-consumer operations

ViacomCBS

Showbiz shares surged in a major market rally that saw the DJIA close up by nearly 1,000 points Monday. ViacomCBS ended the session 11% higher as a wall Street analyst upgraded the stock to ‘buy’ and the company’s chairman Shari Redstone and CEO Bob Bakish told annual meeting attendees that they consider the stock undervalued

ViacomCBS, Walt Disney Lead Showbiz Shares Higher In Massive Market Rally

Coppersteel Holdco Inc

Six Flags

Optimism for a COVID-19 vaccine helps, but early outcomes of reopening efforts by Disney and Universal may matter a lot more.

Why Amusement Park Stocks Rocketed on Monday

Carnival

Norwegian Cruise Line

Royal Caribbean Cruises

Crew of Carnival, Royal Caribbean, and other cruise lines have been stuck on ships for more than two months.

100,000 Cruise Ship Employees Are Trapped at Sea

After a headline-grabbing launch, Disney's streaming service continues to gain converts.

Can Disney+ Attract Over 200 Million Subscribers by 2025?

As Disney Springs prepares to resume operations, potential guests are warned that they are taking their lives into their own hands.

‘Severe illness and death’: COVID-19 disclaimer accompanies reopening of parts of Disney World

Boeing

Saudi Arabia On A Pandemic Bargain Hunt, Buys Shares in Facebook, Disney, Boeing, Others

Disney Springs, the themed retail, dining and entertainment center at Walt Disney World Resort in Orlando, Florida, has set out the social distancing rules for its May 20 reopening. The complex has four neighborhoods―The Landing, Marketplace, West Side and Town Center—built around bubbling springs. The theme parks and resort hotels remain closed and will reopen later

News for Disney Stock (DIS)