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

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

Earnings data Q1 2024

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

Apple

Netflix

AT&T

When Apple Inc's video streaming service made its debut on Friday, it came with $2 billion worth of original programming - a feature widely considered to be the most powerful magnet for new subscribers.

How will Apple, Disney, AT&T and Netflix retain streaming subscribers?

Asked in a BBC radio interview about whether Disney has pumped out too many Marvel and Star Wars films over too short a timespan, CEO Bob Iger reaffirmed plans for a Star Wars slowdown. While Marvel is “doing sensationally well,” the Star Wars pipeline is getting a closer look, Iger said during a wide-ranging interview

‘Star Wars’ Slowdown Is A Disney Priority, CEO Bob Iger Says: “Less Is More”

Square Inc. is scheduled to release earnings after Wednesday’s close.

Earnings Preview: What To Expect From Disney On Thursday

Pinterest

Options trading was buzzing in Pinterest, Apple, and Disney on Friday. Here are the metrics that matter moving forward.

Monday’s Vital Data: Pinterest, Apple and Disney

Although producing an unexpected earnings beat would be an amazing achievement for Disney, the most important factor for DIS stock is its myriad businesses and powerful brand name.
The post The Whole of Disney Stock Is Greater than the Sum of Its Parts appeared first on InvestorPlace.

The Whole of Disney Stock Is Greater than the Sum of Its Parts

Amazon

Comcast

Discovery

Alphabet

Video streaming services are proliferating rapidly, with a growing number of deep pocketed players getting into the game. A shakeout is inevitable.

6 Stocks That Can Win the Pay TV Streaming Wars

"Less is more," Bob Iger said, in a recent radio interview.

Disney CEO admits they released 'too many Star Wars films over a short period of time'

The House of Mouse signed multiyear streaming deals before cementing its plans for the streaming industry.

In a Role Reversal, Disney Will Lose Titles to Netflix

Verizon

Verizon Communications Inc 5.9 % Notes 2014-15.2.54 Sr

Promotional accounts can be illusory, but Disney+ has scale on its side.

Why Disney Investors Shouldn't Be Wary of the Verizon-Disney+ Deal

With several new streaming services launching this year and next year, the companies involved are offering enticing deals to sign up for free.

Apple, Disney and NBC all want to give you free streaming TV, but don't expect the party to last

Planet Fitness

Roku

Zillow

We're in the heart of earnings season, and Disney, Planet Fitness, Roku, and Zillow are worth keeping an eye on.

4 Stocks to Watch Next Week

Cisco Systems

A small Cisco rival provided a dour forecast, and Disney shows strength as competitors reveal their hands.

Dow Jones News: Cisco Down on Arista Warning; Disney Rises Ahead of Streaming Launch

American Express

Costco

Danaher

New Linde PLC

Mastercard

Microsoft

Verisk Analytics

Despite the seeming diversity of ESG funds, their holdings are highly similar. Gathering and analyzing the top holdings of the funds that hold more than 80% of ESG assets, the result is a top-weighted world of blue chip names.

Here Are The Most Popular ESG Stocks With Fund Managers

A series of recent lawsuits targets retailers and restaurants that don’t offer Braille gift cards.

Disney Store is the latest retailer hit with an ADA lawsuit over Braille gift cards

Disney (DIS) reports fiscal Q4 earnings after market close on November 7. Can the company deliver on media networks revenue?

Disney Earnings:  What to Look For From DIS

Activision Blizzard

QUALCOMM

Block

Take-Two Interactive Software

Uber

These seven earnings reports next week are worth highlighting. Here's what you might expect when each of these companies makes their reports.

7 Earnings Reports to Watch Next Week (Nov 01)

As streaming TV services multiply, consumers face a daunting task: assembling their own bundle of video streaming services. Costs may rise.

How Many Streaming Video Choices Are Too Many With Netflix, Apple, Amazon, Disney — And More?

Disney is set to release its Q4 fiscal 2019 financial results after the closing bell on Thursday, November 7 and launch its streaming TV platform just five days later.

Disney Earnings Preview: What's Next for DIS Stock in the Streaming TV Era

Disney’s new streaming service, Disney+, doesn’t launch until mid-November, but it may have already signed up over a million customers in the U.S., according to new data from analytics firm Jumpshot, out this week.

Study claims Disney+ already has over a million U.S. subscribers, pre-launch

AMC Entertainment

America Movil SAB de CV

Nexstar Media Group

Grupo Televisa, S.A.B.

Seven leading investment experts and contributors to MoneyShow.com highlight their favorite domestic and global plays in the changing media, content, broadcasting and telecom landscape.

7 Top Media Stocks Investors Should Tune Into Now

Scott Donaton, a longtime veteran of ad agency Digitas, has joined Hulu as head of creative, in a role leading teams promoting the Disney-controlled streaming company’s brand. The move was announced in a press release fairly dripping with the kind of ad-biz jargon that Donaton once sought to filter in a previous career chapter as

Hulu Names Ad Industry Veteran Scott Donaton As Head Of Creative

Disney is celebrating more than 20 years of The Lion King by revealing numbers that confirm it as the top-earning franchise in box-office history.

Disney’s ‘Lion King’ Tops $11.6 Billion On Anniversary, Most Successful Franchise Ever

Apple Inc's Apple TV+ and Walt Disney Co's Disney+ will launch competitors to streaming video pioneer Netflix Inc in November. Several others already have hit the market or will debut in the coming months.

News for Disney Stock (DIS)