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

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 Disney (DIS) a Buy as Wall Street Analysts Look Optimistic?

Disney's (DIS) Marvel and Coca-Cola collaborate for an extraordinary global campaign to showcase popular Marvel characters.

Disney's (DIS) Marvel & Coca-Cola Team Up for Global Campaign

Unilever

Disney shareholders gave Nelson Peltz the cold shoulder, but at Unilever, where Peltz sits on the board, big changes he supports are in the works in what amounts to a tale of two boards.

Nelson Peltz And A Tale Of Two Boards

Disney stock is hitting 52-week highs amid a flurry of brokerage upgrades and price target hikes.

Does the Walt Disney Company Still Have the Magic?

Disney has promoted and hired new game industry veterans that show it's getting more serious about games. It has promoted Sean Shoptaw to EVP.

Disney Games expands leadership team to invest further in games

Few developments are as well-suited to Disney as streaming. With an archive of more than 8,000 hours of content spanning more than eight decades, it was a no-brainer to offer subscribers online access to it.

The Real Reason For Disney's $11 Billion Streaming Losses

American Express

The Cycles Research scan of the S&P 100 seeks stocks that are superior in terms of both relative strength and price cycles. Here are a pair of stocks that stand out.

Stocks This Week: Buy Disney And American Express

Disney's parks unit is thriving as its studio and streaming businesses stagnate, and it's investing in innovations and new attractions.

Disney's parks are its top money maker — and it plans to spend $60 billion to keep it that way

The billionaire resembled infamous activist Evelyn Y. Davis in Nelson Peltz's proxy fight.

Elon Musk Auditions as Corporate Gadfly, Taking Sides Against Disney

Trump Media & Technology Group Corp

Ulta Beauty

Here are some of the major companies whose stocks moved on the week's news.

The Score: Trump Media, Walt Disney, Ulta Beauty and More Stocks That Defined the Week

Clorox

Campbell Soup

McDonald's

Netflix

Bonds issued by a group of household name companies are yielding more than 5% following the recent move in Treasurys, offering handy returns for investors with the right time frame.

These household-name companies have bonds yielding more than 5%

Disney (DIS) intends to enforce stricter measures against the sharing of passwords for its streaming platform, which is expected to aid subscriber growth in the near term.

Disney (DIS) Plans to Enforce Stricter Password-Sharing Rules

UPDATED with new exec comments. Disney CEO Bob Iger has offered more precise timing for Disney's previously announced plan to crack down on password sharing on streaming flagship Disney+, saying it will start rolling out in June.

Bob Iger Says Netflix-Like Password Sharing Plan On Disney+ Will Start In June – Update

Amazon

Costco

NVIDIA

The S&P 500 was up more than 10% in the first 3 months of 2024, soaring to new all-time highs on the back of a recovering economy and artificial intelligence excitement. With a new bull market following 2022's lengthy decline, investor and consumer sentiment is trending upward.

5 Stocks in the Current Bull Market with Upside to Come

Though signs suggest the current state of the stock market is both overbought and overvalued, not all stocks move equally. With April acting as a gradual correction of the market, it may seem like a dicey time to buy.

The 3 Most Undervalued Dow Stocks to Buy in April 2024

Disney is following in the path of rival Nextflix by introducing a crackdown on password sharing to boost profits from its faltering streaming service Disney+. Restrictions will be imposed in some countries from June with all countries to be covered by September, chief executive Bob Iger announced overnight.

Disney to follow 'gold standard' Netflix and crack down on shared passwords

Activist investor Nelson Peltz lost a long proxy war against Disney CEO Bob Iger. The Wall Street Journal reported that Peltz's hedge fund made around $300 million in profits from the battle.

Nelson Peltz might have scored $300 million after losing the Disney proxy war. But it was still a waste of time, expert says

The crackdown is coming in June, according to CEO Bob Iger.

Disney Plus' Password Sharing Crackdown Begins Soon

The Walt Disney Co. will start limiting password sharing for its streaming services in June. The crackdown on the practice will begin in a few countries at that time and then expand to others in September, Disney CEO Bob Iger said Thursday (April 4) during an interview with CNBC, according to a report by The Wall Street Journal (WSJ).

Disney to Start Limiting Password Sharing in June

Intel

Pfizer

PayPal

Tesla

Verizon

Amidst turbulent economic conditions, investors are actively searching for steady prospects for expansion and recovery. Here, seven companies, though they are in different industries, have one thing in common: they are resilient and strategically minded.

The Comeback Kids: 7 Stocks Ready to Rise from the Ashes

The battle over board seats at the Walt Disney Company came to a close on Wednesday. The challenge was raised by billionaire Nelson Peltz and Blackwells Capital, which argued that Disney had underperformed in streaming.

What's next for Disney? Analysts weigh in after boardroom fight

The effort is starting with a few countries in June, and a wider rollout is set for September.

Disney to Crack Down on Password Sharing

Disney will start cracking down on password-sharing in June, with a full rollout in September. Iger talked in more detail about it after Disney previously announced in Feburary a plan to cut down on the practice.

Bob Iger reveals when Disney's password-sharing crackdown will go into full effect

Activist investor Nelson Peltz, reflecting on his losing proxy battle with Disney, says he will “watch and wait” to see if the company will keep its promises. If not, he told CNBC in an interview Thursday, “you'll see me again.

After Losing Disney Proxy Fight, Nelson Peltz Claims About $1B In Profit On Stock Gains; Won't Rule Out A Third Effort To Shake Up Board

Activist investor Nelson Peltz of Trian Partners has been trying to gain a seat on Disney's board of directors. Shareholders soundly defeated the proposed shakeup.

News for Disney Stock (DIS)