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

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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

Hulu’s live TV bundle is booming as Sling stalls out
Hulu is now officially the top live TV streaming service, overtaking Sling TV for the first time last quarter.

Hulu is now the biggest live-TV streaming service after Sling subscribers shrink

Despite the strength of Disney stock, the profits of its TV assets are sinking, while its streaming assets are hurting its profitability. 
The post The Strength in Disney Stock Can’t Last With These Headwinds appeared first on InvestorPlace.

The Strength in Disney Stock Can’t Last With These Headwinds

Disney is taking its iconic princess dresses from living room TV screens to real-life wedding aisles.

Disney launches wedding dress range replicating iconic princesses

Disney World and Disneyland prices have now moved higher in each of the past 32 years, and it won't make a dent in attendance trends.

Disney Will Survive Last Week's Theme Park Price Hike

The media giant insists there's no post-"Mandalorian" letdown.

Will a "Less Is More" Approach Work for Disney+?

Alibaba

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Netflix

Streaming's share of TV time doubled in the last two years.

The Appetite for Streaming Video Is Still Growing

After half a decade on top, DISH Network's Sling TV has slipped to second place.

Hulu Is Now the Biggest Name in Live-Streaming

The entertainment leader is aiming for a bigger gaming business, and it will likely rely on partners to make it happen.

Disney Wants to Produce More Games Based on Its Properties

The streaming industry pioneer had already blazed a trail and is still the go-to brand for consumers.

2 Reasons I'm Not Impressed by Disney+ Outpacing Netflix's Early Growth

After a strong start for the streaming service, Disney now prepares to whet the appetite for millions of "Star Wars" and Marvel fans.

Disney+ Had a Great Quarter, but Now It's All About Content

It now costs as much as $209 -- or $229 with a MaxPass add-on -- to enjoy a day at Disney's original resort in California.

Is $200 for a Day at Disneyland Too Much?

What Do You Do When A Company Forgets Its Annual Dividend Increase?

The “Happiest Place On Earth” is becoming a pricier place, too.

Disneyland Single-Day Tickets Rise Above $200 For The First Time Ever

Comcast

Alphabet

Lindblad Expeditions

Southwest Airlines

Norwegian Cruise Line

SeaWorld Entertainment

Uber

Winnebago

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Disneyland hikes ticket prices to over $200-per-day

Disney fans looking to party with Mickey, Minnie and the rest of the gang in California could have to pay more than $200 per ticket.

Disney just raised one of its key ticket prices to more than $200

Wall Street is ambivalent on Netflix Inc (NASDAQ: NFLX) as more and more streaming rivals emerge.

How Disney+ Subscribers Compare To Netflix, Amazon Prime And More

Costco

McCormick

NextEra Energy

UnitedHealth Group

These stocks haven't logged a down year since 2008.

5 Brand-Name Stocks With an 11-Year Winning Streak

The streaming service has surpassed expectations, but it still needs to prove itself.

Disney+ Blowout Numbers Don't Mean Anything -- Yet

Walt Disney (NYSE: DIS) benefited from a stellar first quarter for its newly launched Disney+ streaming service, launched in November 2019. The company reported total revenues of $20.86 billion in Q1 2020, reporting y-o-y growth of 36%.

Disney+: After A Stellar Debut In The Streaming Space, Has Disney’s Stock Reached Its Fair Value?

The price of one kind of premium Disney theme parks’ day pass has shot above the $200 mark for the first time. The so-called one-day hopper ticket, which lets fans visit Disneyland and neighboring Disney California Adventure, now costs $209 on peak days, usually weekends, up from $199. It’s part of a new five-tier pricing

Disney Parks’ Top ‘Hopper’ Pass Crosses $200 Mark

The world's leading theme park operator boosts annual pass prices for the third time in the past 16 months.

Disney World Is Getting Too Expensive

Baby Yoda only has so much power . . . 
Nielsen has released an interesting streaming service-focused edition of their Total Audience Report, and it contains several metrics that shed an interesting light on the habits of streaming service providers.

Attention, Disney and Netflix: 42% of streaming TV viewers cancel their service for the same reason

Disney+ subscriber numbers are impressive. The coronavirus outbreak will cause some operating losses, but how much?

News for Disney Stock (DIS)