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

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Earnings data Q1 2022

Earnings data Q2 2022

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Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

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Earnings data Q4 2023

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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.

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

But it's prioritizing Disney Plus global rollout over Hulu's.

Disney expects to roll out Hulu internationally 'probably' next year

Disney Plus rakes in 28.6 million members in less than three months.

Disney Plus has 28.6 million subscribers, a huge haul for a new service

Walt Disney Co's new streaming service Disney+ reached 28.6 million paying subscribers this week, the company said on Tuesday as it reported quarterly earnings that beat Wall Street forecasts.

Disney's streaming leap hooks 28.6 million subscribers, earnings beat forecasts

Disney (DIS) earnings for the entertainment company's fiscal first quarter of 2020 have DIS stock down after-hours Tuesday.
The post Disney Earnings: DIS Stock Up 1% Following Q1 Beat appeared first on InvestorPlace.

Disney Earnings: DIS Stock Up 1% Following Q1 Beat

Walt Disney Co (NYSE: DIS) topped 26 million subscribers for its new Disney+ streaming service and reported fourth-quarter earnings and revenue beats.

Disney Streaming Service Tops 26M Subscribers, Company Beats Earnings Estimates

The Walt Disney Company just announced that its streaming service Disney+ has 26.5 million paying subscribers — ahead of the already-impressive 25 million predicted by Wall Street analysts. Disney+ launched on November 12 and is not yet available globally.

Disney+ already has 26.5M subscribers

The Walt Disney Co. (NYSE: DIS) released fiscal first-quarter financial results after markets closed Tuesday.

Is Disney’s Q1 Really That Underwhelming?

But how long can Disney pull this off?
The Walt Disney Company on Tuesday announced that its Disney Plus streaming service, which launched on November 12, attracted 26.5 million customers by the end of 2019.

Baby Yoda powers Disney’s anti-Netflix strategy to 26.5 million subscribers

Walt Disney Co. shares jumped in after-hours trading Tuesday after the entertainment giant said 26.5 million people subscribed to its streaming service in the first quarter of availability.

Disney+ subscriptions top 26 million, stock jumps

Disney said in its fiscal Q1 earnings report on Tuesday that its new streaming service Disney+ now has 26.5 million subscribers, up from the 10 million subscribers it noted a day after the service launched.

Disney reports 26.5 million Disney+ subscribers

Walt Disney Co on Tuesday reported bigger-than-expected paid subscribers for its newly launched streaming service, Disney+, in a warning shot to entrenched and new players.

Disney+ posts 26.5 million paid subscribers, beats estimates

Snap

Tesla

Ford Motor Company

Ford and Disney report earnings, while Snap and Tesla continue to make impressive moves. They are our top stock trades for Wednesday.

4 Top Stock Trades for Wednesday: DIS, TSLA, F, SNAP

The Disney+ streaming service launched in November has x million subscribers, the company said Tuesday as it reported fiscal first-quarter earnings after the bell. The number is higher than the 20-25 million anticipated. MORE

Disney+ Has 26.5 Million Subscribers

Disney heads into its earnings release riding the rally. JC O'Hara, chief market technician at MKM Partners, says a few key levels have formed in its charts.

Watch these levels in Disney stock ahead of earnings

Don't ignore the coronavirus and Disney's big debt. Disney stock is still a buy, but wait a while before making a purchase.

Disney’s Future Looks Bright, But Don’t Buy Shares Just Yet

The company is expected to reveal how many subscribers its streaming service has. Anything less than 20 million will be a disappointment.

How Many People Subscribe to Disney Plus? We’ll Soon Find Out

Disney reports earnings after the bell on Tuesday for the first time since the launch of Disney+. Options traders aren't convinced the streaming service will propel the stock to new highs.

Options traders unsure whether Disney can deliver on earnings

Disney's earnings are expected to impress, pushing up Disney stock. Wall Street will focus on its streaming service and the virus impact.

Earnings Preview: Disney Stock Will Rise off Impressive Quarterly Results

Hip-hop musical Hamilton is set to be shown in cinemas next year after Disney bought a recording of the stage show for a reported record amount.

Hamilton gets cinema release after Disney buys it for 'record amount'

Walt Disney Co. (NYSE: DIS) is scheduled to release its fiscal first-quarter financial results after the markets close on Tuesday.

Will Disney Deliver on Its Streaming Service?

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TripAdvisor

With the novel coronavirus epidemic getting worse by the day, investors should take note of these three companies that may be adversely impacted.

3 Stocks That May Get Hit by the Coronavirus Outbreak

Will strong box-office collection, new attractions and Disney+ help Disney (DIS) beat earnings estimates in first-quarter fiscal 2020? Here's what you need to know.

Disney to Report Earnings Today: Here's What to Expect

The movie studio paid $75 million for the rights to the Broadway hit, but that includes a complete production of a proven household-name title.

Will Disney's "Hamilton" Blow Us All Away?

Walt Disney (NYSE: DIS) announces its next round of earnings this Tuesday, February 4.

Walt Disney's Q1 Earnings Preview

Disney will report its fiscal first-quarter earnings on Tuesday afternoon after the close of trading, with the company’s streaming progress, executive turnover and response to the coronavirus outbreak all likely to be major themes. The consensus from analysts is for Disney to report $20.8 billion in total revenue and earnings per share of $1.46. Comparisons

News for Disney Stock (DIS)