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 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.

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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

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Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

A great deal of streaming competition is bad news for DIS stock today, but things will work out all right in the end for Disney stock.

Disney Stock Will Win the Streaming Wars… Eventually

The launch of Disney+ is less than a week away. On Tuesday, hundreds of movies and TV shows from Disney's vault will appear on the streaming service — some for the first time in decades.

There are a number of Disney movies that won't appear on Disney+ on launch day—or ever

Walt Disney Co's (NYSE: DIS) fourth-quarter earnings report Thursday afternoon is a "non-event," but for the sake of the stock's valuation, the following earnings report needs to impress, according to Strategic Wealth Partners CEO Mark Tepper.

Mark Tepper: Disney's Q4 Report Is A 'Non-Event'

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

What to Expect When Disney Reports After the Close

First, Disney reports earnings. Then, the company's highly anticipated streaming service Disney+ launches.

Options traders bet on an earnings breakout for Disney shares

Netflix

As we near the Disney Plus launch on November 12th, the question isn't whether or not people are going to subscribe to the service, the question is whether or not they are going to tack it on to their streaming subs or ditch something else, like Netflix.

Ditching Netflix In Favor Of Disney Plus Is The New Streaming Question

For its new streaming service, Disney is reviving small movies in the mold of “Old Yeller.” Expect to see another doggone hero, Santa’s daughter and remakes of classics like “Home Alone.

Remember Family Films? Disney Plus Is Making ’Em Like They Used To

QUALCOMM

All eyes will likely be on Disney after the close today, with the company reporting earnings just days ahead of the launch of streaming service Disney+. Meanwhile, stocks and Treasury yields look like they’re getting an early boost from positive news on the trade front.

With Disney Earnings Looming Later, Market Eyes Positive Trade News, Qualcomm

The Walt Disney Co. reports its fall quarter results after the market closes Thursday, and investors will be listening for any final announcements ahead of the anticipated launch of the Disney+ streaming service on Nov.

Investors Await Last Disney+ Details During Quarterly Earnings Call

Walt Disney (NYSE: DIS) announces its next round of earnings this Thursday, November 7.

Q4 Earnings Preview For Walt Disney

Disney earnings are on deck for after Thursday's closing bell, but one expert is looking further out than the entertainment giant's fourth-quarter results.

Disney+ must succeed for the sake of the stock, investor says ahead of earnings

Content is disappearing from the Disney Channel, Disney Now, and Disney Jr.
In the lead-up to the Disney+ launch next week, fans of Disney’s many properties have discovered the company seems to be removing its content en masse from other platforms and cable channels.

Disney’s cable viewers say on-demand content is disappearing a week before Disney+ launch

Just days before Disney+ launches with the Star Wars series The Mandalorian and more, the Walt Disney Company today finds itself again on the receiving end of a potential pay equity class action lawsuit that could make digital dreams disappear in a fog of legal smoke. “Well-supported claims must be investigated, not dismissed,” declares the

Disney’s Desire To Crush Pay Equity Class Action Gets Blowback From Plaintiffs; Vow Not To Be “Silenced”

Disney's (DIS) fourth-quarter fiscal 2019 results are expected to reflect user base expansion at Hulu despite lower attendance level at Theme Parks.

Factors to Consider Ahead of Disney's (DIS) Q4 Earnings

We'll get earnings from Disney, jobless claims and an interest rate decision from the Bank of England on Thursday.

Disney earnings, jobless claims, Bank of England rate decision: Three things to watch on Thursday

Netflix And Disney Will Rule The Streaming Kingdom

Baidu

Booking Hlds

Block

Big cap stocks have outperformed. Are big cap stocks still the place to invest?

5 Top Big Cap Earnings Charts

Disney is set to report fiscal fourth-quarter 2019 earnings on Nov 7, after market close. Will it top or flop this time around?

Disney Fiscal Q4 2019 Earnings Preview: What to Expect

There's a lot happening at the House of Mouse. Here are three areas of interest to investors.

3 Things to Watch When Disney Reports Fiscal Q4 Earnings

I certainly hope this isn’t a situation where Disney+ lives or dies by the quality of its Star Wars and MCU content.

The First Batch Of Disney+ TV Shows Are Disappointly Inessential

Disney (DIS) is set to report its fourth quarter results after the closing bell on Thursday, November 7.

Disney's (DIS) Q4 Report on Deck as Disney+ Launch Nears

Disney reports fiscal Q4 results late Thursday, but earnings may matter less than insights into Netflix and Amazon Video rival Disney+.
The post Disney To Report As Strong Streaming Beta Launch Lifts Full Debut Hopes appeared first on Investor's Business Daily.

Disney To Report As Strong Streaming Beta Launch Lifts Full Debut Hopes

Disney will place a Starz ad on the login page for both Disney+ and ESPN+. In exchange, Starz, which owns the rights to a number of Disney hits has agreed to return to Disney the streaming rights for some of its movies.

Disney's new streaming service won't be completely ad-free after all

The media giant has fresh financials, a new streaming service, and a big theatrical sequel on the way this month.

3 Dates for Disney Investors to Circle in November

Disney's (DIS) fourth-quarter fiscal 2019 results are expected to reflect robust collection of The Lion King movie amid higher DTC losses.

News for Disney Stock (DIS)