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

Media Networks

Studio Entertainment

DTC & International

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 Q1 2021

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

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.

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

Walt Disney has succeeded in improving its profitability. However, its content slate remains weak -- which is a concern.

This Year's Top-Performing Dow Stock Is Down Over 8% In April. Is There More Pain Ahead?

Here is how Walt Disney (DIS) and K12 (LRN) have performed compared to their sector so far this year.

Is Disney (DIS) Stock Outpacing Its Consumer Discretionary Peers This Year?

Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?

Is It Worth Investing in Disney (DIS) Based on Wall Street's Bullish Views?

Apple

Boeing

The Dow 30 is a venerable group of blue-chip stocks known for their stability. So, it's fair to say that none of these companies will cease to exist.

3 Dow Stocks That Could Be Heading Six Feet Under

Disney is finally ahead of the S&P 500 after trailing the market average in the last three years. Analysts keep falling short in assessing the turnaround at Disney, and the degree of the bottom-line beats continues to widen.

5 Reasons to Buy Disney Stock Like There's No Tomorrow

Wynn Resorts

Finding stocks expected to beat quarterly earnings estimates becomes an easier task with our Zacks Earnings ESP.

Looking for Stocks with Positive Earnings Momentum? Check Out These 2 Consumer Discretionary Names

Disney Entertainment and ESPN Chief Technology Officer Aaron LaBerge would step down from the position and join gaming and sports media firm Penn Entertainment , according to a memo seen by Reuters on Monday.

Disney's Aaron LaBerge to step down, join Penn Entertainment as CTO

Penn Entertainment

Aaron LaBerge, who helped oversee Disney's expansion into streaming during two stints totaling 20 years, is exiting the company. On July 1, the exec will become Chief Technology Officer at Penn Entertainment, holding the same title he did at the end of his Disney run. Penn is largely known for its gaming operation.

Disney Technology Chief Aaron LaBerge Exits For CTO Role At ESPN Bet Partner Penn Entertainment

Aaron LaBerge will become chief technology officer of Penn Entertainment.

Disney Technology Chief Departs

Walt Disney Co. DIS, +0.63% Chief Technology Officer Aaron LaBerge is leaving in June to take a similar role at Penn Entertainment Inc. PENN, +2.69%, a sports-entertainment company. “We want to thank Aaron for the contributions he has made and the leadership he has provided at Disney over his 20 years,” Disney said in a statement on Monday.

Disney CTO LeBarge is headed to Penn Entertainment in June

Disney Entertainment CTO Aaron LaBerge is leaving the company for personal reasons, according to a company memo. A search for his replacement is underway.

Disney technology executive Aaron LaBerge to leave company for personal reasons

Cava Group, Inc.

Constellation Energy Corp

General Electric

Eli Lilly

Netflix

There's plenty out there that could potentially drive a broad market pullback, but there are also plenty of individual stocks due for a pullback. Irrespective how the market performs from here, these types of stocks may be in for considerable declines in price.

7 High-Flying Stocks That Are Majorly Overdue for a Pullback

Paramount Global

Here, we pick two media companies ??? PARA and DIS?

2 Media Stocks Poised to Beat Estimates This Earnings Season

Wendy's

The vocal activist investor has a pretty concentrated portfolio.

Billionaire Nelson Peltz Has 50% of His Portfolio Invested in These 2 Growth Stocks

WASHINGTON--(BUSINESS WIRE)--As part of The Walt Disney Company and National Geographic's ourHOME campaign, Earth Day 2024 will be commemorated with an unprecedented rollout of content to celebrate the beauty and awe of ourHOME. Beginning April 19 through April 22, Earth Day-themed content will be spotlighted across ABC News, Disney+, Disney Channel, Disney Junior, Freeform, FX, FXX, Hulu, National Geographic, Nat Geo WILD and Nat Geo Mundo, with ourHOME collections on Disney+ and Hulu. Branded.

Earth Day 2024 Marked by Unprecedented Content Rollout Across Disney+, Hulu and Disney Entertainment Television to Celebrate the Wonders of ourHOME

In the fast-paced realm of digital entertainment, the battle for supremacy between streaming giants Netflix Inc NFLX and Walt Disney Co DIS has captured the attention of investors and industry observers alike.

Understanding Netflix, Disney Market Maneuvers: Decoding The Streaming Strategy

Performers are sharing concerns over benefits, health and safety as they work to form a union.

Disneyland Performers Push to Unionize, Protesting Pay, Costume Injuries and 'the Dungeon'

Netflix just blew past Wall Street's expectations for subscriber growth. A big contributor to that was its limit on password sharing and its cheaper, ad-supported tier.

Netflix keeps adding tons of subscribers from its password-sharing crackdown — and it's good news for Disney

The Walt Disney Company stock is still a buy despite recent price rallies. Its current P/E is still reasonable and is expected to shrink quickly due to EPS growth. Analysts expect Disney's EPS to grow at a CAGR of over 10% over the next 5 years.

Disney Stock: I Expect More Upside

Warner Bros Discovery Inc

The NBA's exclusive window with incumbent media partners Disney and Warner Bros. Discovery will expire April 22 without a signed deal, according to sources.

NBA's exclusive TV rights negotiating window with ESPN, Warner expected to pass without a deal

Disneyland's cast members who portray beloved characters like Mickey Mouse and Donald Duck have file a union election request with the National Labor Relations Board.

Disneyland cast members file for union election

JPMorgan Chase & Co

Coca-Cola

It may never be a growth powerhouse, but Coca-Cola is most definitely a cash-generating juggernaut. Despite disappointing guidance recently, JPMorgan Chase is improving on a number of fronts.

If I Could Buy Only 3 Stocks in 2024, I'd Pick These

Micron Technology

NVIDIA

Progressive

We have narrowed our search to five U.S. corporate giants. These are: NVDA, MU, PGR, META, DIS.

IMF Raises Global Growth Forecast Amid High Inflation: 5 Picks

After his Trian Partners lost its proxy fight, a big bet on Unilever comes into focus.

Nelson Peltz Got Crushed by Disney. Can He Recover?

Twenty-First Century Fox

U.S. lawmakers Jerry Nadler and Joaquin Castro on Tuesday raised competition concerns over the sports streaming joint venture planned by Walt Disney , Fox and Warner Bros Discovery.

News for Disney Stock (DIS)