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

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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

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

Disney's Marvel Studios will make another Spiderman movie for Sony, ending an impasse. Disney stock and Marvel stock both fell.

Disney, Rival End Standoff Over Iconic Marvel Superhero

Sony

Sony and Walt Disney announced that Marvel Studios led by President Kevin Feige will produce a third film in Spider Man: Homecoming series on Friday. The film will star Tom Holland and is scheduled for release on July 16, 2021.

Sony and Disney reach deal to continue Spider-Man movie partnership

Netflix

Fighting for subscribers and content, these two video services are competing more than ever with the launch of Disney+. Which entertainment king is the better buy today?

Streaming Battleground: Disney vs. Netflix

Micron Technology

Block

Options trading was hot in Micron Technology, Disney and Square on Thursday. Here’s what the data suggests moving forward.

Friday’s Vital Data: Micron Technology, Disney and Square

Apple

Boeing

Alphabet

Microsoft

NIKE

NVIDIA

Starbucks

Visa

W. P. Carey

Last week I published the follow-up article to my original top-10 stocks list, highlighting the first year's performance.

My Top 10 Stocks For The Next 10 Years: Fair Value Estimates

Clorox

PayPal

These companies can help you face a looming bear market.

3 Recession-Proof Stocks to Add to Your Portfolio Now

Performers from across the spectrum of Disney’s stage productions will participate in a one-night benefit concert marking Disney’s 25th anniversary on Broadway and benefitting Broadway Cares/Equity Fights AIDS. Whoopi Goldberg has also signed up to appear. Called “Celebrating 25 Magical Years of Disney on Broadway,” the concert will feature performers from Frozen, Tarzan, Beauty and

Stars From All Disney Stage Productions Set For Benefit Concert; Whoopi Goldberg Joins One-Night Event

Disney's Lucasfilm is tapping Marvel Studios' mastermind to develop a new "Star Wars" movie. Disney stock slipped near a buy point.

Disney Taps This Box Office Superhero To Make New 'Star Wars' Movie

Brad Wilson, a seasoned marketing executive who has helped build the brands of LendingTree, Travelocity and other companies, has been named EVP of performance marketing for Disney+ and ESPN+. Within the media company’s Direct-to-Consumer and International unit, Wilson will report to Michael Paull, president of Disney Streaming Services. “Brad is a talented and accomplished marketing

Disney Appoints Brad Wilson As EVP Of Performance Marketing At Disney+, ESPN+

The Florida and California attractions aren't drawing massive crowds. There's a reason for that.

Relax. Disney's "Star Wars" Lands Will Be Just Fine

Demanding a fair contract, 25 chanting members of the American Federation of Musicians held a rally – accompanied by a raucous brass band – outside the 92nd Street Y on Tuesday night in New York City, where Disney chairman and CEO Bob Iger was talking to Oprah Winfrey about his new book that touts his

Musicians Strike Up The Band To Demand Fair Contract From Disney’s Bob Iger

Iger joined CNBC's Jim Cramer to discuss his new book and why he belives in looking on the bright side.

Disney CEO Bob Iger: 'People just don't want to follow someone who is a pessimist'

Two days after Disney said Catherine Powell would be leaving the company and her position as president of Disney Parks West would be eliminated, the company has shed more light on its strategy going forward.

Disney names new leadership for Disneyland and Walt Disney World

The first day of the broadcast and cable network takeover by Star Wars: Galaxy's Edge to promote Disneyland and Disney World feels more like a take-under.

Disney's Media Blitz to Save "Star Wars" Land Has a Slow Start

Mastercard

The stock charts of DIS, SBUX and MA are moving into pivotal technical situations at the trading week's midpoint.
The post 3 Big Stock Charts for Wednesday: Walt Disney, Mastercard and Starbucks appeared first on InvestorPlace.

3 Big Stock Charts for Wednesday: Walt Disney, Mastercard and Starbucks

Blackrock Inc

Merck

Procter & Gamble

You can sense that the market is getting nervous. Technicians are noting the failure to break out to new highs, in addition to the fact that we are in the seasonally scary September to October time frame.

4 Conservative Merrill Lynch US 1 Stock Picks That Pay Reliable Dividends

Iger says he left Apple because the companies are increasingly coming into conflict as Apple creates content for its own streaming video service.

Disney CEO Bob Iger left Apple's board because our 'paths were conflicting rather than converging'

The House of Mouse knows a thing or two about promoting its products -- and Disney+ marketing will soon reach a fever pitch.

The Disney+ Hype Machine Is Just Getting Started

Fans of the House of Mouse may have to wait a while before DIS stock reaches new highs as Disney faces new challenges ahead of earnings.
The post Disney Stock May Exhibit Further Volatility and Price Weakness appeared first on InvestorPlace.

Disney Stock May Exhibit Further Volatility and Price Weakness

The media giant is kicking off a six-day media blitz across most of its broadcast and cable television properties, hoping to breathe new life into Star Wars: Galaxy's Edge at Disney World and the original Disneyland theme park.

Disney Gets Serious About Saving "Star Wars" Land

Media stocks were on the move on Tuesday after Wells Fargo initiated coverage on the space.

Wells Fargo Initiates On Media Stocks, Disney Among Top Picks

Disney's entrance into streaming space sets it up to dominate the media industry, according to Wells Fargo.

Disney is the 'best name in media,' says Wells Fargo

Walt Disney Co. DIS, +0.14% said Tuesday that starting next week, all "major" quick service restaurants at its Walt Disney World and Disneyland Resort will serve plant-based options.

All Disney resort quick-service restaurants to offer plant-based menu items next week

Amazon

These companies are making all of the right moves, and investors should take note.

3 Stocks to Hold for the Next 20 Years: Amazon, Disney & Google

The plant-based food craze that swept up restaurant chains like Burger King, White Castle and Dunkin' Donuts has come to Disney. The company revealed that it is massively expanding its selection of plant-based food options starting in October.

News for Disney Stock (DIS)