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

Walt Disney Co. (NYSE: DIS) is joining the growing list of U.S.

Disney Plans Furloughs for Nonessential Employees

Disney shares will bounce back, and any more weakness should be bought, says Matt Maley of Miller Tabak.

Disney shares are a buy if they fall to this level, technical analyst says

The move comes after widespread shutdowns in nearly every facet of the entertainment giant's business.

Disney to Begin Employee Furloughs on April 19

On CNBC's "Trading Nation," Michael Bapis of Vios Advisors at Rockefeller Capital Management spoke about Walt Disney Co (NYSE: DIS).

Analysts Share Their View On Disney

Disney: The Coronavirus Bear ETF (Podcast)

Facing a complete standstill across its entertainment empire due to the coronavirus crisis, the Walt Disney Company notified its employees that it would furlough employees "whose jobs aren't necessary at this time" starting on April 19th.

Disney furloughs employees 'whose jobs aren't necessary at this time'

The company, which has lost multiple revenue streams, was vague about which workers would be affected.

Disney To Furlough Staffers After Coronavirus Causes Entertainment Shutdown

Walt Disney Co said on Thursday it would start furloughs of non-essential employees on April 19, citing the impact of the coronavirus outbreak on its business.

Disney to furlough employees as coronavirus bites

Walt Disney Co. DIS, +2.16% announced Thursday that employees would begin being furloughed on April 19 due to the COVID-19 pandemic.

Disney to furlough employees later this month

Walt Disney said Thursday that it has made the “difficult” decsion to furlough employees “whose jobs aren’t necessary at this time” after April 18 due the economic hit from the coronavirus and uncertainties as to when large chunks of its business will be operational again. STATEMENT FROM THE WALT DISNEY COMPANY REGARDING CORONAVIRUS IMPACT The

Disney To Furlough Employees ‘Whose Jobs Aren’t Necessary At This Time’ Starting April 19

Disney will furlough its non-union park employees starting on April 19.

Disney to furlough non-union park employees in the US starting April 19

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The national stay-at-home orders are hitting the economy hard, and you should avoid these seven stocks to sell as a result of the quarantine.

7 Stocks to Sell That Need a Quick End to the Stay-at-Home Orders

Disney+ has arrived in the land of Bollywood. The company on Friday rolled out its eponymous streaming service in India through Hotstar, a popular on-demand video streamer it picked up as part of the Fox deal.

Disney debuts its streaming service in India

Disney stock has been hammered due to the coronavirus -- and deservedly so. However, that presents an opportunity in DIS stock.

Disney Stock Is a Buy for Long-Term Bargain Hunters

Disney is leveraging its existing audience on Hotstar to win subscribers.

Disney+ Will Overtake Netflix in India on Launch Day

According to public records, the entertainment giant just bought more land abutting part of Disney World.

Disney Is Buying More Land. Is a New Theme Park on the Way?

Netflix may still dominate global streaming, but Disney+ has made a huge splash in the United States, where it launched in November. That much was pretty clear already, and other reports have already suggested that Disney+ was the most downloaded app and biggest search trend in the United States last year.

Disney+ beat Netflix in recent US downloads (report)

Guggenheim analyst Michael Morris downgraded shares of Walt Disney Co. DIS, -0.02% to neutral from buy on Thursday

Disney stock gets a downgrade at Guggenheim

It is providing a free movie to streaming subscribers, which could keep the content in consumers' minds and draw more Disney+ subscribers when the pandemic passes.

Disney Is Onward and Upward Despite COVID-19

The Walt Disney Company (NYSE: DS) has signed an agreement with the Dubai-based Orbit Showtime Network to make the content of its streaming platform available in the Middle East, Reuters reported Wednesday.

Disney+ Makes Middle East Debut Through Third-Party Network

The company is hunkering down and increasing its financial flexibility.

How Disney Made Sure It Will Get Through the Coronavirus Crisis

Walt Disney Co's  Disney+ content will be available for the first time in the Middle East and North Africa on regional pay television and online streaming service provider OSN from April 9.

Disney+ content to make exclusive Middle East debut on OSN

Walt Disney (DIS) closed at $94.92 in the latest trading session, marking a -1.74% move from the prior day.

Walt Disney (DIS) Stock Moves -1.74%: What You Should Know

Disney should consider shutting down live ESPN programming, since it would help the nation in the short run and DIS stock in the long run.
The post Disney Should Cancel Its ESPN Live Shows to Boost DIS Stock appeared first on InvestorPlace.

Disney Should Cancel Its ESPN Live Shows to Boost DIS Stock

Charter Communications

Comcast

DISH Network

Gray TV

Nexstar Media Group

Sinclair Inc

AT&T

TEGNA

ViacomCBS

Media networks have paid billions for live sports that they aren't going to broadcast this year. But nobody's pressing the issue yet, as the cable industry is focused on survival.

News for Disney Stock (DIS)