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

Media Networks

Studio Entertainment

DTC & International

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 Q1 2021

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

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.

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 latest trading day saw Walt Disney (DIS) settling at $121.53, representing a -0.68% change from its previous close.

Walt Disney (DIS) Suffers a Larger Drop Than the General Market: Key Insights

Mutual fund firm T. Rowe Price , which owns roughly 11.7 million shares in Walt Disney , said it has voted for the entertainment giant's directors, dealing a blow to activist hedge funds Trian Fund Management and Blackwells Capital as they seek board seats.

T.Rowe Price backs Disney directors in boardroom challenge with hedge funds

“It wouldn't surprise me if he stays,” the Disney source said of Iger. “He is ageless and there aren't many internal successors who are ready.

Hollywood is skeptical that Disney CEO Bob Iger will step down in 2026 as successor search continues

Streaming subscription commerce has become a cornerstone of modern entertainment, offering users access to a vast array of content with a simple tap on their screens. However, in the face of rising competition, platforms are now embracing integrated experiences to not only retain existing subscribers but also entice new ones while unlocking fresh revenue streams.

Hulu, Disney+ Bundle Gives Streaming Subscriptions Monetization Boost

Disney forecasts fiscal 2024 earnings will increase by at least 20%. The company is working to leverage its streaming services for both sports and entertainment.

1 Wall Street Analyst Thinks Disney Stock Is Going to $145. Is It Still a Buy at a Nearly 2-Year High?

Boeing

NIKE

The Dow Jones doesn't offer as much diversification as other indices. While the S&P 500 contains 500 stocks and the Nasdaq 100 has 100 holdings, the Dow Jones only has 30 companies.

3 Dow Stocks to Sell in April Before They Crash & Burn

Dow Jones giant Disney hosts its annual shareholder meeting Wednesday amid a board battle. BofA hikes DIS stock price target.

The Dow's Fastest-Moving Stock May Be About To Settle Its Board Dispute

Disney's proxy battle is expected to cost the company and rival hedge funds at least $70 million. That's because retail investors make up a big chunk of Disney shareholders, and it's expensive to reach them.

Disney and its rivals are breaking spending records for this week's shareholder fight

The Walt Disney Co. NYSE: DIS shares have been surging to 52-week highs, but not necessarily due to material improvements in operations. There is a proxy war being undertaken between billionaire activist investor Nelson Peltz of the Trian Fund and the Walt Disney CEO Bob Iger.

Walt Disney's Proxy Tug of War Pulls Shares to 52-Week Highs

Two large institutional investors are siding with Nelson Peltz in his proxy battle with Walt Disney Co., which is set for an ultimate showdown later this week.

Disney's board battle heats up as two notable investors back Nelson Peltz

Disney's annual shareholder meeting has to feature a decisive victory over a pair of activist investor groups. Disney's "Wish" hopes to fare better on Disney+ than it did for stateside theaters.

3 Dates for Disney Stock Investors to Circle in April

Disney and activist investors have been exchanging jabs in the lead-up to the entertainment giant's Wednesday shareholder meeting.

Disney and activist investors gear up for battle at annual meeting: What to know

The studio's shareholders will decide in an upcoming meeting whether they trust Bob Iger's vision or billionaire Nelson Peltz

Disney faces showdown with critics amid calls for strategy shakeup

The stock price has jumped after many shareholder-friendly changes—without adding rancor to the company's board.

This Disney War Has Already Paid Off

Walden has proven herself as a top TV executive, but some ex-Disney executives question whether her resume is suitable for the Disney CEO job.

How Dana Walden could defy critics and become Disney's first female CEO

Disney's annual meeting will see a vote on board members amid a proxy battle. Economists expect March nonfarm payrolls to rise by 205,000, with steady unemployment rate and a 0.3% rise in average hourly earnings.

Wall Street Brunch: Disney Proxy Battle Vote Ahead

Around 100 hours before the deadline for all Disney shareholders to cast their ballots in the acrid board clash between the Mouse House and activist investor Nelson Peltz, one of the country's top pension funds just rolled its cannons onto the battlefield. With 6.

Disney Bruised In Board Vote Battle As Pension Fund CalPERS Backs Nelson Peltz & Ex-CFO

The California Public Employees Retirement System (CalPERS) said on Friday the U.S. pension fund has voted to elect activist investment firm Trian Fund Management's two director candidates to the board of Walt Disney Co.

US pension fund CalPERS votes for Peltz, Rasulo in Disney boardroom fight

Disney and Caterpillar led gains among Dow Jones stocks in the first quarter. Boeing posted the largest decline.

Which Blue Chip Led The Dow Jones Industrials In Q1?

Through much of 2023, one of the biggest entertainment companies in the world – Walt Disney (NYSE: DIS) – was embroiled in a battle with Florida Governor Ron DeSantis, and struggled amidst the SAG-AFTRA and Writers Guild of America strikes.

Disney stock records best quarter in 4 years; What is behind the House of Mouse surge?

Twenty-First Century Fox

Paramount Global

AMC Entertainment (NYSE: AMC ) fans may still hope for a post-pandemic recovery for the movie theater chain, but streaming stocks better than AMC are likely the potentially more profitable wager. The reasons for this are twofold.

Better than AMC: 3 Streaming Stocks to Buy for the Future of Entertainment

CNBC's Jim Cramer on Thursday guided investors through next week's Wall Street action.

Jim Cramer's week ahead: Nonfarm payroll data and Disney's proxy fight comes to a head

Chevron

JPMorgan Chase & Co

Created 128 years ago, the Dow Jones Industrial Average has long been the bellwether indicator of the health and direction of the United States economy. Originally comprised of just 12 industrial stocks, it carried a starting point of 40.94.

The Dow's Crown Jewels: 3 Stocks Poised for Unbeatable Returns

Neuberger Berman supports Trian's slate, citing the company's succession woes. Others are backing Disney CEO Bob Iger.

Disney, Trian Blitz Shareholders for Votes in Last Stretch of Proxy Fight

Netflix

Of the 11 sectors in the S&P 500, communication services stocks have delivered the most robust performance year-to-date, up 15.32%, thanks, in part, to these top-performing communication services stocks. The S&P 500 communications sector consists of many well-known businesses operating in the telecom industry, such as social media, video streaming, video games, advertising, concert promoters, etc.

News for Disney Stock (DIS)