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 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

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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

Some Disney+ customers are having trouble logging into their accounts, complaining on social media that their accounts have been compromised.

So, your Disney+ account was hacked. Here's what to do

Streaming Disney Plus to a Vizio smart TV is about to get easier.

Vizio will add Disney Plus Chromecast support in December

NVIDIA

Valero Energy

Options trading was buzzing in Disney, Valero and Nvidia stock on Monday. Here are the metrics that matter moving forward.

Tuesday’s Vital Data: Disney, Valero and Nvidia

The rapid rise of multiple platforms for streaming services will lead one to question if the space may be getting too crowded. Can all players co-exist profitably?

With the Launch of Disney+, Is Streaming Becoming Too Crowded?

In a galaxy far, far away, there is no such thing as cyber-crime. On planet earth, the struggle is real and Disney is hearing about it this week. Soon after the launch of Disney+, thousands of customers claim to have had their accounts hacked. According to an investigation by tech site Zdnet, hackers have stolen

Disney+ Customers Frustrated By Hackers As Accounts Put Up For Sale On Dark Web, Disney Says “No Security Breach” Of Platform

Hackers are selling thousands of Disney+ accounts on the black market following the streaming service’s error-plagued launch. Hacked accounts have appeared on the dark web for as little as $3 a pop — less than half the $6.99 monthly price of a Disney+ subscription — in the week since the site’s Nov.

Thousands of hacked Disney+ accounts are being sold on dark web

Less than a week after The Walt Disney Company (NYSE: DIS) launched its streaming platform Disney+, and there are already reports of hacks on the platform.

Disney+ Accounts Are Reportedly Sold On The Dark Web

Hours after Disney+ was launched, hackers stole user accounts and sold them for prices between $3 to $11, news site ZDNet reported.

Hacked Disney+ accounts are reportedly being sold for as little as $3

AT&T

Three weeks after leading Warnermedia’s HBO Max dog and pony show before investors, AT&T COO John Stankey was back on stage today in Hollywood talking streaming – past present and future. The first stop for the exec, who still also serves as WarnerMedia CEO, was the November 12 launch of Disney+. “They did a good

AT&T’s John Stankey On Disney+ “Good Start,” No Brain Drain At HBO & HBO Max “IQ Test” For Subscribers

Tuesday marks one week since Walt Disney Co (NYSE: DIS) launched its Disney+ streaming service, and so far the market has declared it a tremendous success.

How Trader Sentiment On Streaming Stocks Has Changed Since Disney+ Launch

That made Disney stock easily the best performer in the Dow Jones Industrial Average on that day, extending its year-to-date gain to nearly 32% while the Dow is up 20% on the year. It was easy to spot the catalyst for the big jump in Disney stock: the company said it lured 10 million subscribers the first day Disney + was available.

Disney Just Entered the Streaming Wars and It’s Already Winning

Apple

Axon Enterprise

Adobe

Chegg

Netflix

Shopify

Supported by strong subscription business models, these seven subscription stocks are positioned for big, long-term gains.

7 Subscription Stocks to Buy for Long-Term Gains

So much for Disney's claims that their new streaming subscription service would be "ad free."

How a Starz Ad Snuck Onto Disney+

American Electric Power Company

Chevron

Dollar General

General Mills

Johnson & Johnson

Altria

Papa John's

Verizon

Verizon Communications Inc 5.9 % Notes 2014-15.2.54 Sr

With the U.S. and China moving toward a trade dispute resolution, the markets have responded with incredibly bullish fervor.

9 Tantalizing Dividend Stocks for 2020

The launch was a whopping success, but that's a credit to the brand.

Disney+: It Gets Harder From Here

In his nearly 15 years at the helm, Disney has done some transformative wheeling and dealing to become the massive entertainment empire it is today.

Bob Iger's 7 Biggest Moves as Disney's CEO

Originally, Disney planned to launch without a Fire TV app.

Why Disney+ Is on Fire TV After All

Disney+ and Apple+ are here, but the average consumer isn't going to look at a menu of a dozen options and select only three or four, thus determining winners and losers. There are too many complicating factors for such a simple calculation.

Disney+ isn't really the beginning of the streaming wars — the next year is just a warm-up

NIKE

Starbucks

Walmart

Walt Disney, Walmart, Nike and Starbucks are among a small group of elite consumer companies that have overcome fears of digital disruption.

These 4 mega-cap consumer stocks have crushed fears of disruption and the market in the process

Hulu is bumping the price of Hulu + Live TV by nearly 22 percent in its second price hike this year.

Hulu is raising the price of its live TV service for the second time this year

Hulu hikes price of live TV service to $55 a month

Walt Disney Co.'s (NYSE: DIS) Hulu is boosting the monthly base price of its Live TV streaming service.

Days After Disney+ Launch, Hulu Hikes Prices For Live TV

Hulu With Live TV will cost $10 per month more in December, bringing the base price to $55 per month.
Hulu is raising the price of its live TV channel bundle for the second time this year.

Even Hulu realizes that live TV prices are out of control

Hulu just sent an email to subscribers of its Hulu + Live TV plan announcing that the price of the basic live TV plan will increase from $44.99 per month to $54.99 per month.

Hulu increases price for live TV by $10, to $55 per month

Hulu increased the price of its Hulu + Live TV service so that it "better reflects" all that is included, Hulu announced Friday. Hulu + Live TV will now cost $54.99 per month beginning on Dec.

News for Disney Stock (DIS)