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 Q2 2022

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Earnings data Q2 2023

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Earnings data Q2 2024

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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

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Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

Bob Chapek, who most recently served as chairman of Disney parks, experiences and products, will assume the role of CEO.

Bob Iger to step down as Disney CEO, effective immediately

Iger will continue to be Disney's chairman, while the company's head of parks, Bob Chapek, is now CEO.

Disney CEO Bob Iger steps down suddenly, capping career with Disney Plus' epic launch

Beyond Meat

And it matters. Hundreds of millions of guests visit Disney theme parks every year.

Why Disney Chose Impossible Foods Over Beyond Meat

Whatever the reason for the change in streaming platforms, 'Love, Victor' can thrive on Hulu rather than risk being micromanaged on Disney+.

Why ‘Love, Victor’ Is Airing On Hulu Instead Of Disney+

Impossible Foods said Tuesday that its plant-based meats will be available across Walt Disney Co.

Disney names Impossible Burger its 'preferred plant-based burger'

Disney announced it has partnered with Impossible Foods to make the Impossible Burger the "preferred plant-based burger" of Disneyland, Disney World and the Disney Cruise Line.

Disney brings Impossible Burger to US parks and cruise line as demand for meat alternatives grows

Walt Disney Co's theme parks, resorts and cruise line will serve Impossible Foods' plant-based meat burgers, the companies said on Tuesday, a new win for the vegan patty maker that is broadening its reach across fast-food chains.

Disney to serve Impossible Foods burgers at parks, resorts

Apple

Microsoft

Invest in big brand stocks for your children, as these stocks generally boast stable cash flow, and being big brands, consumers have confidence in their products' quality, durability and consistency.

Give Your Child a Head Start in Investing: 3 Big Brand Stocks

Walt Disney Co. (NYSE: DIS) really did start out almost as small as a mouse, but has followed a fairy tale story to entertainment colossus.

Here's How Long It Took Walt Disney Co. To Reach A $100B Market Cap

The entertainment giant continues to cultivate long-term, direct relationships with subscribers.

Disney Rolls Out Promotions Ahead of Disney+ European Launch

Disney’s new streaming service appears to be losing steam after bolting out of the gate last year — raising questions about its ability to catch up to Netflix. When the Mouse House launched Disney+ and its marquee Star Wars spinoff “The Mandalorian” in November, it racked up a massive 10 million subscribers in its first.

Disney streaming falters due to lack of adult programs, experts say

Mastercard

Visa

Blue Chip status offers no immunity to the great coronavirus selloff of 2020.

Why Visa, Mastercard, and Disney Stocks Dropped Today

Disney is offering a discount on its new streaming service for select European markets ahead of its March 24th launch, the company announced on Monday. Customers who pre-order Disney+ before March 23rd will get £10 or €10 a full year’s subscription, bringing the cost down to around £49.99 or €59.99 per year (~$64 USD).

Disney+ launches discounted annual subscriptions for European users

Indian streaming market is expected to witness intense price war and increased investments in original content in 2020 while Disney prepares Disney+ entry next month.

India's Streaming Space Battle to Intensify With Disney Entry

Disney reduced the price of an annual subscription from £59.99/€69.99 ($77.42) to £49.99/€59.99. It's a limited-time offer — people must subscribe by March 23 and the price is for the first year only.

Disney+ just slashed the price of a yearly streaming subscription in Europe

Shares of the media giant have failed to deliver upside despite Wall Street's praise of its streaming service.

Disney Beats Earnings but Fails at Monthly Risky Level

Nobody wants to spend more, but higher prices may not be all bad.

Why Disney World's Price Increases Are Good for Investors and Visitors

Hasbro

As the outbreak continues to expand, several companies are exhibiting symptoms of financial worry.

3 Stocks Being Hammered by the Fallout From Coronavirus

NIKE

Which of these dominant consumer brands should you buy today?

Better Buy:  Disney vs. Nike

Disney doesn't want you to buy unlicensed products from anyone else.

Baby Yoda Toys Finally Arrive Next Month

The way fans consume live sports has been changing for the better part of the past decade but now the question of where they consume it is becoming increasingly more difficult to answer.

Hulu Expands Its Live Sports Offerings By Striking Deal With Marquee Sports Network

We bought shares of The Walt Disney Company (NYSE:DIS) in December of 2019, and the market's jump higher has given us a chance to generate some income using a covered call.
The post Capitalizing on Disney’s Bullish Bounce appeared first on InvestorPlace.

Capitalizing on Disney’s Bullish Bounce

The recent price action in DIS stock suggests a bid remainsand a bullish reversal pattern over the past couple of days now sets up a bullish trade with well-defined risk.
The post Trade of the Day: A Bullish Trade Setup in Disney Stock appeared first on InvestorPlace.

Trade of the Day: A Bullish Trade Setup in Disney Stock

Disney stock lead the Dow Jones average higher as an analyst predicted Disney+ could have more subscribers than Netflix in India this year.
The post Disney Leads Dow Jones As Disney+ May Top Netflix In This Massive Market In 2020 appeared first on Investor's Business Daily.

Disney Leads Dow Jones As Disney+ May Top Netflix In This Massive Market In 2020

'Mulan' will be the first live-action remake to get a PG-13 rating, which is another way it is trying to stand out compared to its nostalgia-specific predecessors.

News for Disney Stock (DIS)