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 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

Change in debt

Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

Disney shares tumbled 5 percent in after-market trading Tuesday as the Mouse House missed Wall Street’s third-quarter profit and revenue expectations. Chief Executive Bob Iger said the company’s results were weighed down by its merger with Twenty-First Century Fox, despite the fact that the Disney has earned a whopping $8 billion at the box office.

Disney shares drop 5 percent in high-spending third quarter

Disney said Tuesday it expects the acquisition will lower its fourth-quarter profit, before purchase accounting, by about 45 cents per share. However, the company remains optimistic about its purchase of the entertainment giant.

Fox deal to drag on earnings, but Disney says the future payoff will be worth the pain

Disney’s upcoming streaming service Disney+ will be available as a $12.99 monthly bundle with ESPN+ and ad-supported Hulu. That means the full Disney bundle (it owns ESPN and — thanks to the Fox acquisition — has a controlling stake in Hulu) will cost the same amount as Netflix’s standard U.S.

Disney will bundle Hulu, ESPN+ and Disney+ for a monthly price of $12.99

Disney sets high bar with new $12.99 streaming bundle for Disney+, ESPN+ and Hulu

Walt Disney Co  is set to launch its family-friendly streaming service, Disney+, later this year with a slate of new and classic TV shows and movies, as the company founded on theme parks and big-screen movies builds a digital entertainment business.

Factbox: Marvel, monsters and 'Mandalorian' coming to Disney+ app

Disney (DIS) delivered earnings and revenue surprises of -23.30% and -6.61%, respectively, for the quarter ended June 2019. Do the numbers hold clues to what lies ahead for the stock?

Walt Disney (DIS) Q3 Earnings and Revenues Miss Estimates

The triple-service bundle will be available when Disney Plus launches Nov. 12.

Disney Plus will discount a bundle with Hulu and ESPN Plus for $13 a month

Disney is finally bundling its three streaming services and it's going to cost you $12.99 a month. On an earnings call Tuesday, CEO Bob Iger said that U.S.

Disney's bundle of Disney+, ESPN+ and ad-supported Hulu will cost $12.99 per month

Disney blamed "Dark Phoenix" for dragging on the company's massive box office haul. Overall, the studio reported revenue of $3.8 billion during the quarter, shy of the $4.5 billion analysts had foreseen, according to Refinitiv data.

'Dark Phoenix' dragged down Disney's box office earnings despite 'Avengers' success

Walt Disney Co  reported a steeper earnings decline than Wall Street expected on Tuesday as the company poured money into the streaming media business it is building to challenge Netflix.

Disney earnings miss forecasts as streaming costs rise

Walt Disney Co  on Tuesday missed Wall Street estimates for quarterly profit as heavy investments in its digital portfolio outweighed gains from the worldwide success of "Avengers: Endgame", sending its shares down 5%.

Disney profit misses on higher investments, shares fall 5%

The Walt Disney Co. (NYSE: DIS) released fiscal third-quarter financial results after markets closed Tuesday.

Is the Mouse House in Trouble After This Quarter?

Walt Disney Co (NYSE: DIS) shares are down after reporting a third-quarter earnings miss.

Disney's Stock Falls After Q3 Earnings, Sales Miss

Walt Disney Co on Tuesday missed Wall Street estimates for quarterly profit as heavy investments in its digital portfolio outweighed gains from the worldwide phenomenal success of "Avengers: Endgame".

Disney profit misses expectations, shares fall 5%

Disney is expected to show strong growth in its studio business, bolstered by the company's continued dominance at the box office this year.

Disney (DIS)  set to report earnings after the bell

I believe that Disney+ is going to be the driving force of DIS's topline moving forward with its current broadcasting and media segment seeing recent negative bottom-line growth.

Disney Earnings After The Bell: What's Next For Streaming?

Over the course of CEO Bob Iger's tenure, Disney has acquired Pixar, Marvel, Lucasfilm and, most recently, 20th Century Fox. The first three acquisitions alone have earned Disney more than $33.8 billion at the global box office.

14 years, 4 acquisitions, 1 Bob Iger: How Disney's CEO revitalized an iconic American brand

Disney reports Q3 earnings late Tuesday, after the Dow Jones media and entertainment giant spent $71.3 billion on the Fox deal and poured a billion into expanding its parks.
The post Disney Earnings To Offer First Look At How These Recent Bets Paid Off appeared first on Investor's Business Daily.

Disney Earnings To Offer First Look At How These Recent Bets Paid Off

Dow component Walt Disney has reached the price target for its historic April breakout and could sell off into the $120s in coming weeks.

Disney Rally Cooling Off Ahead of Earnings

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U.S. stock index futures rebounded strongly ahead of trading on Tuesday after Chinese authorities acted to arrest the yuan's decline.

Index Futures Rebound as China Arrests Yuan Plunge

Disney continues to execute its pirouette away from broadcasting toward streaming, but can it stick the landing? Disney continues to execute its pirouette away from cable and broadcast toward streaming, to the cheers of analysts everywhere.

Disney Stock: The Apple of the Market’s Eye

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Disney, Comcast, and Cedar Fair are among the major park operators wrapping up what seems to be a mixed summer season.

Theme Parks Cash In on the Last Days of Summer

There's a lot going on at the House of Mouse. Here's a preview.

3 Things to Watch When Disney Reports Fiscal Q3 Earnings

It's going to be a record quarter for the media giant when it reports on Tuesday afternoon.

News for Disney Stock (DIS)