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 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

The two companies can afford to keep their streaming prices low thanks to their other businesses.

Apple and Disney Have a Huge Advantage in Streaming

Cisco Systems

AT&T

Blue-chip stocks offer investors the safety of income, but well-positioned price charts and proper buying strategies make them more secure investments.

3 Blue-Chip Stocks to Buy In October

Disney stock is all about Disney+, and Disney+ should undergo tremendous growth over the next several years. 
The post Why Disney Stock Has a Bright Future appeared first on InvestorPlace.

Why Disney Stock Has a Bright Future

If Disney doesn’t lose its founder’s flair for the creative; Parks, Experiences and Products remain its most consistent moneymaker. 
The post Does Disney Stock Have a Good Thing Brewing?

Does Disney Stock Have a Good Thing Brewing?

JPMorgan cut Disney earnings estimates due to a "choppy" Fox integration, streaming investments in Disney+ and more. Disney stock edged higher.

Disney Earnings Estimates Slashed On 'Choppy' Fox Integration, Disney+ Costs

Disney is embracing a new tool called “GD-IQ: Spellcheck for Bias” in an effort to improve diversity in storytelling.
Imagine if some of Disney’s classic movies were released for the first time today—Song of the South, say, or the original cut of Dumbo, with its infamous Jim Crow scene.

Disney is using AI developed by Geena Davis to correct gender bias and lack of inclusivity in scripts

J.P. Morgan said the launch of streaming platform Disney+ and the aquistition of the Fox entertainment assets is causing near-term financial uncertainty.

JP Morgan cuts Disney earnings estimates and warns other analysts may too

Comcast

Each companies has built up a major asset that will keep it relevant.

2 Entertainment Industry Stocks You Can Buy and Hold for the Next Decade

Roku

Headlines rule the week but there are opportunities in FB, Roku and DIS stocks. FB has the best setup long term, DIS second and ROKU third.

3 Big Stocks to Watch With All-Time Highs This Week

Disney+ will be a real threat to Netflix with the vault of content they have at their exposure.

Why Disney Is A Better Long-Term Buy Than Netflix

Walt Disney Company (NYSE: DIS), is most likely to expand its revenue base by over $10 billion in 2019. After adding $4.3 billion in revenues in 2018, Trefis estimates that Disney is set to increase its total revenue from $59.4 billion in 2018 to $69.7 billion in 2019.

What Is Driving Disney’s $10-Billion Revenue Surge In 2019?

Hulu promised downloads more than a year ago.

Hulu downloads will finally let you binge offline

Hulu is finally adding downloads to its streaming service, years after Netflix and Amazon Prime Video did the same. The company had promised over a year ago that it would soon roll out support for offline viewing, having developed a way to include advertising with its downloads.

Hulu finally launches support for downloads, initially to ad-free viewers

Disney may be facing an uphill battle as it pushes into the brave new world of streaming, but the company has one asset that its digital competitors don't -- real estate, lots and lots of real estate.

The Hidden Empire of Disney's Real Estate

Hulu’s ad-free plan now lets you download up to 25 videos at a time for offline viewing.

Hulu just added offline video downloads, but there’s a catch

An accident involving Disney's new aerial transport system in Florida could have some long-term negative ramifications.

Disney World's Skyliner Accident Comes at a Terrible Time

Domino's Pizza

Home Depot

Peter Lynch believed individual investors had an advantage over Wall Street due to their real-life knowledge of certain industries and surroundings. Here are three such commonsense winners.

3 Stocks 'Peter Lynch' Would Love

Crowds seem to be picking up at the second of the two Star Wars: Galaxy's Edge expansions, fueled by a media blitz and the opening of a new mode of transportation to get there.

If Disney World's "Star Wars" Land Is a Flop, Why Is It So Crowded?

Disney shares could offer a historic buying opportunity after a final leg down in the two-month correction.

Disney Stock Nears Major Buying Signal

Netflix

A marketing war is underway as Disney bans Netflix from showing advertisements on the majority of its channels and platforms.
The post Marketing War: Disney Bans Netflix Ads appeared first on InvestorPlace.

Marketing War: Disney Bans Netflix Ads

Disney has taken the unusual move of banning Netflix from advertising on some of its networks as it continues to build its own streaming ambitions.

The company has banned Netflix from advertising on some of its networks

Target

The Target locations that will have Disney outlets in them will be in states throughout the country, though none of the first wave will be in New York. The closest will be in Philadelphia.

Disney stores to open in 25 Target locations across country

ABC, Freeform and other Disney-owned entertainment networks will no longer accept Netflix ads in another sign of how the streaming wars are intensifying.

Disney Bars Netflix TV Ads in Battle for Streaming Supremacy

The Walt Disney Company returned $65B to its shareholders between 2008 and 2018 while also funding deals for Marvel and Lucasfilm. This was covered almost entirely by surplus cash generation.

Disney: Targeting A Return To Surplus Cash From 2021

The streaming wars are getting Grumpy. Disney is banning ads from Netflix across all its platforms except ESPN, as it prepares to launch a rival streaming service, Disney+, next month, the Wall Street Journal reported Friday.

News for Disney Stock (DIS)