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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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

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Total equity

Stockholders equity

Minority interest

Total liabilities & equity

Total debt

Net debt

Book value per share

Cash from operations

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Change in working capital

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Cash from other sources

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Free cash flow

The House of Mouse has been hurt more than most media companies.

How Coronavirus Impacts Every Part of Disney's Business

The streaming service is growing faster than anyone could have expected.

Are You Fully Appreciating Disney's Blowout Disney+ Launch?

Disney's Streaming Ambitions Are Bearing Fruit

The Fed is stepping up its game, while Disney+ hits 50 million subscribers. Here's what else happened in the stock market today.

Stock Market Today: Another $2.3 Trillion in Stimulus; Disney+ Milestone

Furloughs that Walt Disney announce last week have begun to cycle throught the film studios, we have learned. Disney, hammered by complete loss of revenue from its shuttered theme parks and with film and TV production stalled said it would furlough all staff  whose work were not immediately neccessary starting on April 19. The furloughs

Walt Disney Furloughs Hits Film Studio

It's been a painful start to the year for DIS stock, but things should improve over the latter half of the year as coronavirus pressure eases.
The post 5 Reasons Disney Stock Will Rebound Big Over The Next 6 Months appeared first on InvestorPlace.

5 Reasons Disney Stock Will Rebound Big Over The Next 6 Months

Apple

Netflix

AT&T

Verizon

Verizon Communications Inc 5.9 % Notes 2014-15.2.54 Sr

In the topsy-turvy world of coronavirus, the Communication Services sector—a daily lifeline for nearly every American—is the one S&P 500 sector that might come out of the Q1 earnings period looking slightly better than most.

Communications Services Sector Earnings: When Staying In Becomes The Trend

Disney stock was rising on Thursday after the company reported that its Disney+ streaming platform has reached 50 million subscribers.
The post Disney Stock Jumps on Disney+ Subscriber Milestone appeared first on InvestorPlace.

Disney Stock Jumps on Disney+ Subscriber Milestone

The streaming service now boasts 50 million customers, validating it as an investment-worthy distribution channel for Walt Disney.

Disney+ Taps Older Franchises With New Simpsons Short, Rumored Doogie Howser Reboot

A wide rollout and a worldwide pandemic has helped boost the streaming service's numbers.

Disney+ Grows to 50 Million Subscribers

Activision Blizzard

Electronic Arts

Alphabet

Microsoft

Nintendo

Take-Two Interactive Software

Zoom Video

A look at the gaming industry amidst social distancing and quarantines.

How the Gaming Industry Is Changing

Shares of Walt Disney Co. rallied Thursday, after the media and entertainment giant’s “surprise” announcement that its fledgling Disney+ streaming video service has already passed 50 million subscribers.

The Ratings Game: Disney’s stock leaps as Disney+ subscriber data ‘impressed’ JPMorgan analyst

In the last two months, Walt Disney Co (NYSE: DIS) has nearly doubled its paid Disney+ subscriptions.

Apple At A 'Fork In The Road' As Disney+ Reports 50M Subscribers

Disney announced 50 million paid subscribers around the world for the Disney+ streaming service within five months of its launch.
The post Disney+ On Pace To Hit 2024 Subscriber Goal This Year After Blowout Gains appeared first on Investor's Business Daily.

Disney+ On Pace To Hit 2024 Subscriber Goal This Year After Blowout Gains

Disney announced 50 million paid subscribers around the world for the Disney+ streaming service within five months of its launch.
The post Disney+ Subscriber Gains Top Bullish Forecasts Helped By Strong India Debut appeared first on Investor's Business Daily.

Disney+ Subscriber Gains Top Bullish Forecasts Helped By Strong India Debut

A Wall Street pro downgrades the world's leading theme park operator, expecting theme parks to remain closed through fiscal 2020 and operating on limited capacity through fiscal 2021.

Analyst to Disney Parks: Wake Me Up When Next September Ends

Disney's (DIS) streaming service Disney+'s viewership crosses 50 million with a spurt in paid subscribers that reflects its solid content portfolio.

Can Disney+'s Solid User Base Bail Out Battered Disney (DIS)?

In its announcement on Wednesday, Walt Disney Co. (NYSE:DIS) revealed that its paid subscribers for the recently launched streaming service, Disney+, have already surpassed 50 million worldwide.

Disney+ global paid subscribers surpass 50 million in five months

When Disney Plus launched the company said it hoped to have between 60 and 90 million subscribers by 2024. It could hit those numbers later this year.

Disney Plus surges to 50 million paid subscribers across the globe

Shares of Walt Disney Co. DIS, -0.16% surged 5.4% to pace all of the Dow Jones Industrial Average's DJIA, +3.44% premarket gainers Thursday, in the wake of the media and theme park operator's announcement that paid subscribers for its Disney+ streaming service surpassed 50 million.

Disney's stock surges to give the Dow a near 40-point boost after 'surprise' Disney+ subscriber data

Disney+ has racked up more than 50 million paid subscribers within five months, an early sign the Mouse House is gaining ground in the streaming wars. Roughly 8 million of those accounts came from India, where Disney+ became available last week, Disney said Wednesday.

Disney+ lands more than 50 million subscribers in 5 months amid pandemic

Cboe Global Markets

Most investors are holding steady -- and history is on their side.

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Disney+ streaming service gains 22m subscribers in weeks after extending launch to UK and Europe

Disney’s Netflix rival doubles subscriptions in Covid-19 lockdown

And that figure doesn't even include the media giant's Hulu and ESPN+ streaming subscribers.

With 50 Million Disney+ Subscribers, the House of Mouse Has Morphed Into a Streaming Powerhouse

The Hollywood colossus has been crippled by the pandemic. Its upstart streaming service is one exception.

News for Disney Stock (DIS)