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 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

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Current liabilities

Short term debt

Income tax payable

Non-current liabilities

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Stockholders equity

Minority interest

Total liabilities & equity

Total debt

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Book value per share

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Change in working capital

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Purchase/sale of investments

Purchase/sale of business

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Cash from financing

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Cash from other sources

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Free cash flow

Amazon

The Disney+ streaming video service will not be available on Fire TV devices at its launch.

Disney Gives Amazon the Cold Shoulder

There are high expectations for — and a lot of hoopla surrounding — Disney’s upcoming streaming service Disney+, which is scheduled to launch in November. The grand reception could be completely warranted, but I’d like to throw in an ounce of healthy skepticism.

Expectations for Disney’s new streaming platform should be tempered

Apple

Microsoft

Visa

Goldman Sachs

Dow Jones stocks Apple, Microsoft, Disney, Visa and Goldman Sachs just formed new flat bases. But they aren't all the same.

Dow Jones Stocks Apple, Microsoft, Disney, Visa, Goldman Sachs Boast New Buy Points

Netflix

Disney is offering a streaming bundle for $12.99 a month. You know what else costs $12.99 a month?

Disney's Bundle Has Netflix in Its Sights

Shares of the media giant moved lower this month, but Disney still had some big wins at its theme parks and for its upcoming streaming platform.

3 Things That Disney Got Right in August

The TSA has reversed its decision to ban the stylized Coke bottles sold at Disney's Star Wars: Galaxy's Edge lands.

TSA reverses decision to ban stylized Coke bottles sold at Disney's Star Wars: Galaxy's Edge

Walt Disney Co. (NYSE: DIS) shares dipped on Friday after the company said that it sold its equity interest in the YES Network to a newly formed investor group that includes the Yankees and Sinclair Broadcast Group Inc.

Disney Sells YES Network to Yankees

Disney just sold its stake in the New York Yankees’ pay-TV service to a group that includes Amazon. The film and entertainment giant on Thursday sold its 80% interest in the YES Network to an investment group led by the Yankees and Sinclair Broadcast Group.

Amazon buys Disney’s stake in YES Network

Interest in the upcoming streaming service is soaring, according to a recent survey.

Disney+ Subscribers Could Be Double the Company's Initial Forecast

The new streaming service could quickly attract nearly twice as many subscribers as the entertainment leader had hoped.

Disney+ Could Be Even More Disruptive Than You Think

The Walt Disney Company DIS, +0.94% said Thursday it has sold its stake in the YES Network to an investor group that includes Amazon.com Inc.

Disney sells stake in YES Network to investor group that includes Amazon.com for $3.47 billion

The Yankees and Sinclair Broadcast Group are also among the members of the investor group.

Disney sells its stake in YES Network to investor group that includes Amazon

The streaming video war between veteran Netflix Inc (NASDAQ: NFLX) and newcomer Walt Disney Co (NYSE: DIS) is a mere months away.

Media Exec: Disney Has 'Awful Lot To Work With' But Netflix Is 'Formidable'

While both the California and the Florida park lands were under construction at the same time, the chairman of Disney's parks said its Imagineers learned a lot after the opening of Galaxy's Edge in Anaheim, California in May.

4 things Disney learned from its California Galaxy's Edge land that it brought to Orlando

Disney's Hollywood Studios closed "Star Wars": Galaxy's Edge to capacity within minutes of its early-morning opening on Thursday, with wait times for its signature attraction as high as five hours.

It's Clear Why Disney World's "Star Wars" Land Is More Popular Than Disneyland

On Tuesday, the company gave a sneak preview of the Rise of the Resistance ride, which is still under construction, during its media open house ahead of the opening of Galaxy's Edge in Orlando on Thursday.

A sneak peek of Disney's Rise of the Resistance ride at Galaxy's Edge

Which dividend stock is a better bet over the next five years?

Battle of Dividends: Apple vs Walt Disney

When you land on the outer rim planet of Batuu, you may notice bubbling pods of blue and green milk, stormtroopers interrogating citizens or even the sound of a TIE Fighter zipping overhead. What you won't notice are lines.

'10 hour lines are not a sign of success:' How Galaxy's Edge is preserving the Disney experience

A limited-time offer to prepay for three years of Disney+ at less than $4 per month is gnawing away at the value proposition of the market leader.

Disney's Trick to Make Disney+ a Winner Is Giving Netflix Fits

An onslaught of prospective Disney+ subscribers crashed the sign-up site yesterday.

1 More Strong Demand Signal for Disney+

Yesterday, Hulu began rolling out an updated version of its mobile app sporting the brand-new interface the company first unveiled at CES in January. However, it was missing one of the pre-announced and more-requested features: Hulu’s revamped and expanded live TV guide.

Hulu debuts an expanded Live TV Guide on web, Apple TV and Roku

All eyes will be on Disney World this weekend, but the last eye Disney wants on it is a possible Hurricane Dorian making landfall near its theme parks.

Will a Hurricane Crash Disney World's "Star Wars" Party?

Comcast

Comcast's Q2 results beat expectations. Yet, Comcast stock has been volatile ever since.

Comcast Stock vs. Disney Stock: Which is the Better Buy?

Target

Disney stock maintains full control of the company's brand in its new Target relationship. Plus Target's bigger stores get help battling Walmart
The post Can Target Help Disney Stock Recover its Weakest Link?

Can Target Help Disney Stock Recover its Weakest Link?

Disney is promising a "historical transformation" for its 37-year-old Epcot theme park.

News for Disney Stock (DIS)