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

The Disney CEO defended his 2018 compensation package following earlier criticism from Abigail Disney.
Disney boss and fat paycheck-haver Bob Iger believes “the whole subject of income inequality is very, very real.

Despite Abigail Disney’s criticism, Bob Iger still seems fine with his giant pay package

Even if your favorite Disney flick drops from Disney's service, your download of it will still be available to watch offline so long as you're a subscriber.

Disney Plus will let you keep your downloads even if titles leave service

Ten women have issued a lawsuit against Disney, claiming discriminatory pay practices. Disney’s response: one at a time, please.

Disney is trying to break up a class action lawsuit from women claiming unequal pay

Despite Disney's growing market share, competition and a limited number of hours in the day will limit streaming's impact on Disney stock.
The post How the Coming Streaming Shakeout Will Impact Disney Stock appeared first on InvestorPlace.

How the Coming Streaming Shakeout Will Impact Disney Stock

Focusing on proven franchises has led to enormous box-office success for Disney, but it's not a foolproof strategy.

Disney's Winning Streak Ends As "Maleficent: Mistress of Evil" Flops

Verizon

Verizon Communications Inc 5.9 % Notes 2014-15.2.54 Sr

Verizon Communications Inc. VZ, -0.49% said Tuesday that it will offer 12 months of Walt Disney Co.

Verizon to offer Disney+ to offer all wireless unlimited customers for a year for free

Mickey's Not So Scary Halloween Party and other similar after-hours upcharge events get visitors to spend more.

Disney Has Found a Backdoor Way to Raise Theme Park Prices

Ten women across the Walt Disney Company claim that the Bob Iger-run media giant doesn’t pay women fairly and are challenging the House of Mouse in court in a proposed class action first launched this spring.

Disney: Sorry Ladies, Your Pay Equity Class Action Suit Can’t Be A Class Action Because Figuring Out The Math Would Be Hard

Streaming has been a tough business recently, and it got even tougher with AMC throwing its hat into the ring. Nevertheless, the narrative for Disney stock remains positive because of one core factor: content.

Disney Stock Can Clearly Win the Streaming Wars Now

Cronos Group

Netflix

Options trading was buzzing in Cronos Group, Netflix and Disney on Thursday. Here are the metrics that matter moving forward.

Friday’s Vital Data: Cronos Group, Netflix and Disney

Apple

2 Takeaways From This Recent Cord-Cutting Survey

Conagra Brands

Deere & Company

Three big stock charts in three key sectors could signal the direction for a market entering earnings seasons.
The post 3 Big Stock Charts for Thursday: Disney, Deere, and Conagra Brands appeared first on InvestorPlace.

3 Big Stock Charts for Thursday: Disney, Deere, and Conagra Brands

Hulu says it’s working on several product changes to make its service more personalized to viewers. It recently launched an enhanced recommendation engine that now accounts for not just what you watch, but also when.

Hulu ramps up its personalization efforts, starting with launch of Like / Dislike buttons

Uber

Netflix, Uber, and Disney have some big expectations to live up to in their upcoming financial updates.

3 Reports That Will Rule This Earnings Season

There’s something here for everyone, whether your tastes run toward animated knights or zombie hordes. 
We can’t really remember a time before streaming services, and we don’t want to.

What to watch on Hulu this October: Letterkenny, horror movies, the World Series, and more

Disney+ and Apple TV are counting on nostalgia and star power, respectively, and with competitive pricing and ad spend in the hundreds of millions of dollars, which streamer will get your attention and subscription?

The Streaming Wars: Who Will Win Your Subscription?

The House of Mouse is pulling out all the stops in its quest for streaming video domination.

3 Ways Disney Is Gunning for Netflix

At its best, 'Maleficent: Mistress of Evil' suggests Dinsey embracing the protection of its current market share domination and delivering a gonzo bananas fantasy action spectacle.

‘Maleficent: Mistress Of Evil’ Review: Angelina Jolie And Michelle Pfeiffer Soar Over The Top In Disney’s Unapologetically Fantastical Sequel

There's a lot riding on the return this week of the park operator's aerial transportation system.

Disney World's Skyliner Swings Back Into Action

Disney is showcasing “basically everything” that will be available on its Disney+ subscription streaming offering when it launches in less than a month. “It. Is. Time. From Snow White and the Seven Dwarfs to The Mandalorian, check out basically everything coming to #DisneyPlus in the U.S. on November 12,” the service’s official Twitter handle wrote

Disney Empties Vault With Social Media Promotion Of Disney+ Offerings

A big-bank analyst slashed her estimates on Disney stock; should investors sell DIS stock?
The post JPMorgan Issued a Warning About Disney Stock: Should Investors Be Concerned?

JPMorgan Issued a Warning About Disney Stock: Should Investors Be Concerned?

One bull encourages investors to buy shares of the entertainment giant prior to Nov 12.

Why Disney's Valuation Can Rise $55 Billion on New Streaming Magic

The media giant has built up an impressive list of intellectual property to help fuel its earnings.

Should Walt Disney Stock Be in Your Retirement Portfolio?

The real losers in this head-to-head battle aren't even in the ring.

The Biggest Loser in Disney+ vs. Netflix Isn't Who You Think

The media giant is seeing its profit targets shrink as its stock price retreats from its all-time summertime highs.

News for Disney Stock (DIS)