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 Q1 2022

Earnings data Q2 2022

Earnings data Q3 2022

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

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Purchase/sale of investments

Purchase/sale of business

Other sources

Cash from financing

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Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

Disney+ launches Tuesday in the United States, Canada and the Netherlands.

Disney's streaming service will cost $6.99 a month, half of what Netflix charges

Walt Disney Co. launched its much-anticipated Disney+ platform early Tuesday morning, embarking on an effort to turn a nearly century-old entertainment giant into a streaming leader.

Disney+ Service Goes Live, Setting Up Showdown With Netflix

The moment of truth has finally arrived for Disney’s long-awaited, high-stakes entry into the streaming race, Disney+. The $7-a-month subscription service was due to go live at midnight PT as Monday became Tuesday, with a menu of film and TV titles from Marvel, Pixar, Star Wars, National Geographic and Disney’s own stable. Disney+ joins Apple

Disney Flips The Switch On Disney+, Formally Entering Streaming Derby

The centerpiece of Disney’s streaming strategy is here. After an initial test in the Netherlands, Disney+ is officially launching in the United States and Canada today, with a lineup of original content that includes the first episode of the very first live action Star Wars series, “The Mandalorian,” along with a deep library of Disney, […]

Disney officially launches its streaming ‘crown jewel,’ Disney+

The Disney+ service debuts Tuesday, representing the capstone of Chief Executive Bob Iger’s tenure at the helm of the Walt Disney Co., as he attempts to position the nearly century-old entertainment company for a new era and cement his own legacy as a digitally woke leader.

Disney+ Launches, Representing The Capstone Of Bob Iger’s Tenure

The majority of outages are occurring in the eastern half of the country, though parts of Texas and California also appear to have growing outages.
Excited fans who couldn’t wait until the launch of Disney Plus today, arguably the most anticipated streaming service launch of all time, are finding they might have to wait a little longer.

Disappointed Disney Plus subscribers are getting (adorable) ‘unable to connect’ errors on launch day

Disney Plus Launches November 12 with content from Disney, Fox, Marvel, Pixar, and ABC.

Disney Plus Launches November 12, 2019 – Low Price And Big Brands

AT&T

“I don’t think that there is any denying that the future of how people are going to consume their content on what we used to call television is through streamers,” says WarnerMedia’s Sandra Dewey as HBO Max prepares to launch in May 2020 – as you can see in the video above. Just hours until

Streaming Wars: Disney+ Looms & HBO Max, BET+ & Fremantle NA Execs On Battles To Come – BANFF Connect L.A.

Disney (DIS) is set to debut its Disney+ streaming service on Tuesday, which will intensify the competition between streaming services.

Streaming Wars Commence as Disney+ Nears Debut

Disney (DIS) is finally releasing its long-anticipated streaming service tomorrow with cord-cutters and Disney junkies on the edge of their seats.

Disney+ Is Ready To Shake Up The Streaming Space

Disney+, the latest major offering in streaming services from Walt Disney Co (NYSE: DIS), launches on Tuesday.

Everything To Know About Disney+

As the world fixates on Disney stealing Netflix's subscribers, Disney Plus' launch will give Netflix something else to seize upon: fresh ideas.

Disney Plus launches tonight. Netflix can't wait

Here's everything you need to know about the entertainment giant's broad subscription video streaming offering, which rolls out on Tuesday, Nov. 12.

1 Day Until the Launch of Disney's Netflix-Competitor Streaming Service, Disney+

Five global platforms led by Disney+ will dominate the streaming wars by 2025, according to a new SVOD study. Digital TV Research reports that anticipated Disney service that launches Tuesday will amass 101 million subscriptions in the next six years as it will combine with Netflix, Amazon Prime Video, Apple TV+ and HBO Max for

SVOD Study: 101M Disney+ Subs Will Lead Five Platforms Combining For 529M By 2025

Reason No. 1: Disney+ already has a huge paying audience.

2 Sneaky Reasons Disney+ Changes Everything

Disney stock has already soared this year, but with new movie releases and a potentially lucrative streaming concept, shares can keep going.
The post Mickey Mouse’s Big Spending Is Starting to Benefit Disney Stock appeared first on InvestorPlace.

Mickey Mouse’s Big Spending Is Starting to Benefit Disney Stock

Disney's $7 rival to Netflix will stream movies, shows and originals from Marvel, Star Wars, Pixar and its own studio, plus a library of classics.

Disney Plus: Launch timing, prices, preorders, movies and shows to expect

That's what some in Hollywood dubbed "Snow White and the Seven Dwarfs" before it premiered in 1937. Critics argued that Walt Disney was risking his studio's reputation with a risky film that no one would sit through.

Disney is staking its future on Disney+

Disney+, which is poised to be Netflix's biggest competitor, will launch on November 12.

The streaming wars officially kick off this week

The earnings press release only told half the story.

3 Important Things You Missed From Disney's Earnings Call

Walt Disney Co (NYSE: DIS) reported fiscal fourth-quarter results that shows the company transition from operating multiple "spinning plates" to operating with a "far clearer vision," according to Imperial Capital.

Imperial Capital Sees 'Far Clearer Vision' On Disney, Raises Price Target

Apple

Comcast

Written By: Jeff Kagan The traditional cable television industry is facing a significant new challenge. It is starting to go through very dramatic changes that will rewrite the rules for growth and success going forward.

How Streaming Services Threaten Cable TV

The entertainment giant is barreling toward the Nov. 12 launch of its Disney+ streaming service on a strong note.

Disney's Q4 Earnings Delight Investors; Stock Pops Nearly 4% on Friday

Disney+ will be rebooting some fan favorites for the launch of Disney+ Tuesday. Here's a look.

4 franchises getting new life on Disney+

Disney World does what Disneyland wasn't able to do in the media giant's latest quarter.

News for Disney Stock (DIS)