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.

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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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SG&A

Other

Operating income

EBITDA

Net income

Earnings per share

Total assets

Current assets

Cash & equivalents

Receivables

Inventory

Non-current assets

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Intangibles

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Current liabilities

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Minority interest

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Book value per share

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Free cash flow

The Disney+ streaming video app from Walt Disney appears to have continued strong user growth two months after its debut.
The post Disney Stock Reverses Higher As Downloads For Streaming App Jump appeared first on Investor's Business Daily.

Disney Stock Reverses Higher As Downloads For Streaming App Jump

Walt Disney Co. (NYSE: DIS) shares are trading higher after positive data from Sensor Tower revealed the Disney+ streaming service has generated $97.2 million in user spending on mobile in its first two months, according to Cnet report.

Disney Investors Are Loving These Disney+ Numbers

Disney+ led all apps in the U.S. with more than 30 million downloads in the fourth quarter, according to a report released Tuesday by Sensor Tower. The research firm, which specializes in mobile app insights, said Disney grossed more than $50 million from Disney+ downloads in the quarter. That tally was higher than the proceeds

Disney+ Led All U.S. Apps With More Than 30M Downloads In Q4 – Report

That doesn't include Disney Plus demand for watching on televisions, which is the main place people stream similar services like Netflix.

Disney Plus mobile app downloads hit nearly 41M, study says

U.S. consumers have shown strong interest in Disney’s new family-friendly streaming service, Disney+, according to new data from Sensor Tower, which focused app trends in the final quarter of 2019. Following the app’s mid-November launch in the U.S.

Disney+ was the most downloaded app in the U.S. in Q4 2019

B2Gold

Chewy

Franco-Nevada C

Guardant Health Inc

Exxon Mobil

The growth experts at Eagle Financial Publications are often among the best performers. In our 2020 Top Picks report their new favorites cover such diverse opportunities as gold, energy, pet food, media and cancer diagnostics.

6 Top Stock Picks For Conservative And Speculative Investors

Netflix

AT&T

And it's showing no signs of slowing down thanks to the rush to launch new streaming TV options.

Peak TV Will Reach New Heights in 2020

Hulu has launched a new creative advertising studio called Greenhouse and hired two senior advertising executives to bolster its commitment to its burgeoning ad business. Brandon Pierce is joining the Disney-controlled streaming operation as VP, Creative Director and Liz Levy as VP, Head of Creative for Brands. Levy will have direct oversight of the studio,

Hulu Launches Creative Ad Studio Greenhouse And Makes Related Executive Hires

'Ford v Ferrari' and 'Jojo Rabbit' both snagged Best Picture nominations, showing that Fox can still be a major Oscar player under the Disney umbrella.

Oscar Nominations: Big Wins For ‘Joker,’ Disney And Netflix

Meghan Markle, the Duchess of Sussex and former actress, has signed a deal with The Walt Disney Company for voiceover work, The Times U.K. reported on Saturday.

Meghan Markle To Do Voiceover For Disney, Profits Donated To Charity

The "forever home" of Disney movies is nevertheless saying goodbye to some of them -- at least for now.

Disney+ Is Already Losing Titles

Walmart

You don't have to be a high-flying tech stock in order to make massive fortunes for your shareholders.

2 Consumer Stocks That Turned $250 Into Over $1 Million

The new streaming segment gets a lofty price tag, but everything else looks dirt cheap.

Why Disney Is Still a Buy for 2020

By Stephen McBride I got to spend lots of time with my one-year-old daughter over the holidays, who is quickly becoming a Disney (DIS) superfan.

Disney Could Mount Its Biggest Rally in 2020

Citigroup

Infosys

Six Flags

Disney, Six Flags, Infosys and Citigroup were our top stock trades for Monday. Here's a look at the charts now.

4 Top Stock Trades for Monday: DIS, SIX, C and INFY

Microsoft

Visa

Double-digit growth. That's what I think about when I look for the fastest-growing dividend stocks.

3 Fast-Growing Stocks For 2020

A $1 billion box office hit is normally great news, unless you’re Disney.

Disney's Lucasfilm Needs to Refocus on Creativity, Not Fan Service

Comcast

Viacom

The two major deals of 2019 in the media space – the acquisition of Fox Studios by Walt Disney and the Viacom-CBS merger – indicate that major content giants are working toward consolidating and expanding their market share in the Studio/Theater distribution category.

Disney, Comcast, Viacom: Can Consolidation Boost Growth For Studio Giants?

Roku

There are big profits to be made in catering to couch potatoes, coaster fanatics, and movie buffs.

3 Entertainment Stocks to Buy in January

It was a breakout year for Disney stock and 2020 is shaping up both off and on the price chart to be another blockbuster.
The post Using the Force, Disney Stock Looks to Succeed in 2020 appeared first on InvestorPlace.

Using the Force, Disney Stock Looks to Succeed in 2020

The company is coming off a run that's going to be hard to match.

The 1 Number Disney Investors Should Watch in 2020

Apple

Amazon

A survey from ad-tech company The Trade Desk and YouGov showed 59% of Americans aren't willing to pay more than $20 a month for streaming TV services.

Streaming wars will force media companies to choose between pricey subscriptions and sitting through ads

CVS Health

Duke Energy

While most analysts say 2020 is set to deliver another year of gains, concerns about the economy persist.

5 Stocks to Consider for the New Year

The market is valuing Disney's streaming business at $108 billion, according to Barclays.

Disney's streaming business is already worth more than $100 billion alone, investors believe

Plus: Frozen 2 is now officially the highest-grossing animated film in history.office since its November 2019 release.

News for Disney Stock (DIS)