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.

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Operating expenses

SG&A

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Net income

Earnings per share

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Intangibles

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Book value per share

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Purchase/sale of business

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Cash from other sources

Net change in cash

Free cash flow

Apple

Netflix

AT&T

WarnerMedia might have overpaid for J.J. Abrams.

Have We Reached Peak Talent Grab in the Streaming Wars?

Target

The House of Mouse's big move into Target stores has a lot riding on it.

The Target and Disney Partnership is Magic

Walt Disney Co (NYSE: DIS) CEO Bob Iger has resigned from Apple Inc. (NASDAQ: AAPL)'s board of directors, as the two companies are poised to compete against each other in the streaming video space.

Disney's Iger Out As Apple Board Member

Alphabet

Vertex Pharmaceuticals

Great business models. Great growth prospects.

3 Top Stocks You Can Buy  and Hold for the Next Decade

The streaming service is benefiting from a growing list of quality programs.

Hulu Is Now More Popular Than Amazon Prime on Roku

The company's streaming bundle will offer three very different services with a huge array of content.

Has Disney Created a $12.99 Cable Killer?

Bob Iger, the Walt Disney Co. (NYSE: DIS) board chair and chief executive officer, has been on the Apple Inc.

Here’s Why Disney CEO Quit Apple’s Board

Amazon

The explosion of video-on-demand services coming to your television set may not have a pretty ending.

Is There a Bubble Forming in Streaming Video?

SAN FRANCISCO — Walt Disney Co. CEO Robert Iger has stepped down from Apple’s board of directors as the two companies prepare to launch competing video streaming services aimed at market leader Netflix.

Disney CEO Bob Iger departs Apple’s board with video showdown looming

Disney CEO Bob Iger resigned from Apple's board of directors Friday, just as the two companies are becoming streaming media competitors.

Bob Iger steps down from Apple's board as Disney becomes a competitor

The longtime board director had said he'd resign if the two companies became competitors.

Disney CEO Iger departs Apple board ahead of Apple TV Plus launch

Disney CEO Bob Iger has resigned from the board of directors of Apple after an eight-year run, in a move that reflects the intensifying competition in the subscription streaming arena. An SEC filing Friday disclosing the move identified the date of the resignation as September 10, which happened to also be the day Apple held

Disney CEO Bob Iger Resigns From Apple’s Board As Streaming Rivalry Takes Hold

Walt Disney Co. DIS, +0.38% Chief Executive Bob Iger has resigned from the board of Apple Inc.

Disney CEO Iger resigns from Apple board

  Disney CEO Bob Iger has resigned from Apple’s Board of Directors, according to a just-published SEC filing. Neither company has given any reason for the departure (the explanatory text of the SEC filing is literally just “On September 10, 2019, Bob Iger resigned from the Board of Directors of Apple Inc.

Disney CEO Bob Iger resigns from Apple’s Board of Directors

Apple Inc said on Friday Walt Disney Co Chief Executive Officer Bob Iger had resigned from the company's board of directors on Sept. 10.

Disney CEO Bob Iger resigns from Apple board

The future value of Disney stock may ultimately hinge on what sports programming the company is willing to offer cable companies. Owners of DIS stock should closely follow the issue.

Disney’s ESPN Strategy Will Have a Major Impact on Disney Stock

Microsoft

Microsoft and Disney aim to speed up movie and TV production with new ‘scene-to-screen’ cloud deal

On the surface, Apple’s subterranean pricing for its streaming service has every competitor on the ropes. But in reality, Disney stock benefits from the underlying company’s comprehensive and frankly more interesting content library.

Disney Stock Is Not in Danger from Apple TV+’s Discount Pricing

Disney (DIS) is planning to divest FoxNext as it is reluctant to re-enter the highly competitive mobile gaming market ahead of the Disney+ launch.

Disney Rumored to Offload FoxNext Ahead of Disney+ Launch

The House of Mouse still prefers licensing its properties to other game makers.

Why Disney Is Selling Fox's Video Game Business

DIS stock has been consolidating over the past four months or so, leading to a break lower and an ideal opportunity for a trade.
The post Trade of the Day: Is It Time to Nab Disney Stock As It Points Lower?

Trade of the Day: Is It Time to Nab Disney Stock As It Points Lower?

AMC Entertainment

Netflix, Disney, and AMC were applauded for double-digit price hikes for their flagship offerings earlier this year. The aftermath hasn't been exactly encore-worthy.

3 Companies Paying the Price for Raising Prices in 2019

Growth stocks are falling out of favor this month, but traders agree Disney still looks like a buy.

As growth falls out of favor, traders say one stock could still surge

Viacom

The planned launch of Disney+ and Apple building its own streaming service – Apple TV Plus – has intensified the streaming war, where category bigwigs such as Netflix are facing growing competition from major new players, that are moving fast to capture additional market share. At this stage, it.

Think Streaming Is A Messy Business? It's About To Get Worse

The tie of Disney stock to Disney+ helped the stock move higher in recent months, but it could also hurt DIS as revenue disappoints.
The post Disney Stock Driven By Disney+ Presents a Problem for Investors appeared first on InvestorPlace.

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