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

Change in debt

Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

Disney reports for a second quarter in which the coronavirus damaged its movie studios, networks, theme parks and cruises.

Disney Earnings Will Be Ugly But These Glimmers Of Hope Emerge

Comcast

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SeaWorld Entertainment

Six Flags

Six Flags is requiring online reservations. Cedar Point is selling two years of access for the price of one.

Will Theme Park Investors Forgive a Lost 2020?

Disney is about to report earnings. Bill Baruch of Blue Line Capital and Gina Sanchez of Chantico Global discuss what to watch and where it heads from here.

Ahead of Disney earnings, chart suggests one key level offers value

Walt Disney Co. (NYSE: DIS) has been hit hard by the coronavirus pandemic.

Closed Parks Weigh on Disney Stock Ahead of Earnings

Disney is set to release its first-quarter earnings amid unprecedented challenges across its business.

Disney Shareholders, Buckle Up for a Bumpy Ride

LightShed Partners analyst Richard Greenfield downgraded shares of Walt Disney Co.

Disney stock downgraded ahead of earnings on leverage concerns

Last year, Disney's Parks, Experiences and Consumer Products segment was its fastest-growing profit driver. Now, it could be the company's biggest drag on earnings, thanks to the Covid-19 outbreak.

Disney's parks were its biggest profit-maker, now they could be its biggest drag on earnings

Wall Street is bracing for the worst when Disney reports second-quarter results on Tuesday afternoon. The Mouse House has taken a particularly hard hit during the pandemic with the majority of its business — theme parks, vacation resorts, movie production, cruises, live sporting events — being ground to a halt.

Disney is expected to take a massive profit hit from COVID-19

Shares of Walt Disney Co (NYSE: DIS) fell Monday after MoffettNathanson double-downgraded the stock.

Disney's Stock Downgraded Ahead Of Earnings, Analyst Sees Longer-Term Coronavirus Impact

The COVID-19 pandemic has put Disney in a very vulnerable position, and this will be a first glimpse into just how bad things are.

3 Things to Watch Closely in Disney's Earnings Report on Tuesday

The Walt Disney Company was just downgraded by one of its most reliable cheerleaders in the investor world. 
In a stunning assessment of how badly its business could be damaged by the coronavirus pandemic, the Walt Disney Company was just downgraded by one of its most reliable cheerleaders in the investor world.

Disney downgraded in a grim appraisal of its coronavirus pain and future prospects

The world's most popular theme park resort is getting closer to greeting guests with many area businesses reopening this week.

Will Disney World Open in June ?

DIS stock has been knocked down by the novel coronavirus. But Disney may be the one company that can lead the country to a new normal.

Disney Stock May Be Down, but It’s Far From Out

Disney's (DIS) second-quarter fiscal 2020 results are expected to reflect the negative impact of coronavirus despite Studio Entertainment & Disney+ top-line growth.

How Far Can Studio & Disney+ Drive Disney (DIS) Q2 Earnings?

Disney stock has gotten a downgrade from “buy” to “neutral” by Wall Street analyst Michael Nathanson, who had long been bullish on the media giant’s shares. “There are a number of risks” to the company from COVID-19, Nathanson wrote in a note to clients, “that could lead this unprecedented event to have a longer impact.”

Disney Stock Gets Downgraded By Longtime Bull On Eve Of Q2 Earnings Report

Activision Blizzard

GrubHub

Live Nation

Uber

Uber, Live Nation, Activision-Blizzard, Grub Hub and Disney are part of Zacks Earnings Preview

Shares of Walt Disney Co. DIS, -2.45% are off more than 2% in premarket trading Monday after MoffettNathanson analyst Michael Nathanson downgraded the stock to neutral from buy.

Disney stock falls after downgrade warns economic impact could be 'longer than most anticipate'

Walt Disney Co's  acquisitions spree that included swallowing much of Rupert Murdoch's 21st Century Fox last year, and a reputation for operational excellence, turned the company into the world's most powerful entertainment machine.

Disney, hit hard by coronavirus, to face Wall Street questions on impact on company

The entertainment conglomerate’s vastness, once its strength, has posed a challenge during the pandemic.

For Disney, a Stricken Empire

Comcast offers up a lot of info on its now shuttered theme parks business, just before Disney and SeaWorld post fresh financials in the new trading week.

Disney World Rival Has Some Good and Bad News for Investors

General Motors

CVS Health

Fiat Chrysler

JetBlue Airways

Raytheon Technologies

T-Mobile US

Over the past two months, we’ve seen an absolute roller-coaster of volatility in the markets, which has been the result of supply chain concerns across the globe and a general slowdown in business, all due to the coronavirus pandemic.

Disney, GM, Uber and More Big Earnings to Watch For This Week

Beyond Meat

Netflix

Starbucks

Walmart

Disney is one of several stocks that could make big moves over the next few trading days.

3 Things to Watch in the Stock Market This Week (May 3)

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AT&T

The success of premium video on demand has studios weighing their options.

Movie Theaters Need Film Studios More Than the Studios Need Theaters

We take a look at state and nationwide guidelines for theme parks.

When Disneyland and Disney World might reopen following COVID-19 closures

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General Electric

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Microsoft

Young investors aggressively bought the stock market dip in March, and here are the 10 stocks they bought the most.

News for Disney Stock (DIS)