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

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Earnings data Q1 2022

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

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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

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Non-current assets

Net PPE

Intangibles

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Current liabilities

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Total liabilities & equity

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Book value per share

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Cash from other sources

Net change in cash

Free cash flow

Comcast

Alphabet

AT&T

Sports bring in billions in ad revenue, but not if there aren't any games to broadcast.

Sports Are Cancelled. Where Will All the Ad Spending Go?

The coronavirus has sent markets into a tailspin and hit the entertainment industry hard, including titan Disney. Analysts suggest that could mean a new opportunity for a corporate takeover.

Could Disney’s Stock Drop Mean An Apple Takeover?

The entertainment leader made a smart decision, but 2020 is going to be very tough for the company.

Disney Shuts Down Hotels and Shops Following Parks Closures

Disney surprised the media industry on February 25 when it announced that longtime CEO Bob Iger had replaced himself with executive Bob Chapek. The abruptness of the news and the choice of successor, combined with the company’s explanation that it was a long-planned transition, didn’t seem to add up.

In retrospect, Disney’s CEO switch was a decisive act of crisis management

Twenty-First Century Fox

A massive federal cash infusion wasn't enough to save these stocks.

Why Disney, Fox, and Comcast Shares Plunged Today

With shares of Disney and other media companies down big amid the pandemic, one analyst suggests it might be time for Apple to go shopping.

Could Disney Become A Takeover Target, And Other Pandemic-Driven Media Bargains

Apple

Disney’s stock woes are leading to calls for tech giant Apple to swoop in with a marriage proposal. Rosenblatt Securities analyst Bernie McTernan is calling on Apple to pounce on the Mouse House now that the coronavirus panic has shaved $85 billion off its valuation — reducing its market cap by one third last week.

Disney woes a signal for Apple to make a move, says analyst

Disney announced Monday it’s closing all stores and its Walt Disney World Resort hotels on coronavirus fears. On Thursday, it announced its Anaheim and Orlando  and Paris theme parks would shut down. The additional closures followed a weekend of retrenchment and hunkering down with the CDC warning Sunday against gatherings of more than 50 people

Disney Closing All North American Retail Stores

It has nothing to do with closing its theme parks.

How Disney Is Losing $481 Million From the Coronavirus

Sales dove as coronavirus mitigation efforts ramped up.

Disney Wins Over a Historically Awful Weekend at the Box Office

AMC Entertainment

Cinemark Holdings

Sony

The financial ramifications of the coronavirus pandemic are likely going to be felt by studios, filmmakers and theater owners for years to come.

2020 was already expected to be a weak year at the box office, coronavirus could mean 'cinematic disaster'

Walt Disney accelerated the hit movie's digital release to give families "some fun and joy during this challenging period."

Disney+ Added "Frozen 2" Today, 3 Months Ahead of Schedule

With theme parks closing this weekend, Disney steps up its game to reach you at home.

Disney Gears Up for Life Without Disneyland and Disney World

Gilead Sciences

Exxon Mobil

If any or all of these stocks begin to come back, it should signal the worst is behind us.

When Will the Coronavirus Market Crash Be Over? Watch These 3 Stocks

Coppersteel Holdco Inc

SeaWorld Entertainment

Six Flags

Three of the country's regional amusement park operators are trading for less than half of their peak values.

Did I Buy Theme Park Stocks Too Soon?

Netflix

Subscriber retention is a growing challenge for video-on-demand streaming services.

The Top 3 Reasons Consumers Cancel Their Streaming Video Subscriptions

Find out which companies generate significant portions of their revenues from The Walt Disney Company (DIS) and what makes their relationships so unique.

The Walt Disney Company Stock: Analyzing 5 Key Suppliers

The entertainment company halts film, but not TV show, production for the immediate future.

Disney Temporarily Halts Shooting of Live-Action Films as a Coronavirus Precaution

Shares of the entertainment giant recover some of yesterday's losses on hopes of a federal stimulus.

Why Disney Stock Was Rebounding Today

Disney's strength in home entertainment gives it a ballast that few other travel-related companies have.

Despite Multiple Coronavirus Headwinds, Here's How Disney Can Still Be Profitable

Disney is the latest company to make changes in light of the coronavirus.

Disney will pause production of some live films amid coronavirus pandemic

Disney is halting the production of all its live-action films as concerns over the growing coronavirus pandemic worsen.

Disney to halt all live-action film production as coronavirus spreads

Disney's streaming service is about to have its biggest expansion since launching just as people around the world spend more time at home.
The post Disney Has This To Look Forward To As Parks, Cruises, Films Slammed appeared first on Investor's Business Daily.

Disney Has This To Look Forward To As Parks, Cruises, Films Slammed

This was supposed to be the year where Hollywood fought back against Disney. Instead, Disney+ will be the ideal virtual babysitter during a global lockdown.

Walt Disney Is Uniquely Suited To Weather The Coronavirus Pandemic

The streaming leader can still buy ads on ESPN.

News for Disney Stock (DIS)