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.

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

Cisco Systems

Roku

Options trading was hot in Disney, Roku and Cisco stock on Tuesday. Here’s what the data suggests moving forward.

Wednesday’s Vital Data: Disney, Roku and Cisco

Coca-Cola

Kroger

Molson Coors Brewing

Exxon Mobil

If there is any holiday celebrated in the United States that is a favorite of all citizens, it has to be the Fourth of July.

5 All-American Fourth of July Stocks to Buy for Year-Round Gains

Verizon

Verizon Communications Inc 5.9 % Notes 2014-15.2.54 Sr

The Dow Jones wasn't moving much in afternoon trading Tuesday, but Verizon and Walt Disney were up nicely. Delta Air Lines also outperformed.

Dow Jones Led By Verizon Stock; Cisco, Walt Disney Also Outperform

Starbucks

These three low-maintenance stocks can help form a nice base for your stock portfolio.

3 Stocks You Can Set and Forget.

Netflix

Apple

Amazon

Traditional media companies that are reclaiming their content from licensees or planning their own direct-to-consumer (DTC) streaming services may be biting off more than they can chew.

Media companies are taking the wrong approach as they play catch-up with Netflix, analyst says

Detailed fundamental analysis shows why streaming is so important to Disney stock, even with attractive businesses elsewhere.
The post The Future of Disney Stock Still Just Comes Down to Streaming appeared first on InvestorPlace.

The Future of Disney Stock Still Just Comes Down to Streaming

DIS stock wasn't the market's biggest winner in the back half of the 2010's, but it's positioned to be a huge winner in the first half of the 2020's.

Disney Stock Is Poised to Win the Next Decade Hands Down

Disney's entry into the direct-to-consumer model will provide it with the ability to increase profits.

2 Reasons Why Disney Will Be A Streaming Powerhouse

Despite a big push from Disney this weekend, "Avengers: Endgame" remains $26 million shy of the record for highest-grossing film of all time.

'Avengers: Endgame' still short of 'Avatar' box office record even after rerelease

After capturing more than a quarter of the domestic box office last year, Disney is poised for an even more dominant performance in 2019.

Disney Is Dominating the 2019 Box Office

Alphabet

Amazon, Alphabet, and Disney are three stocks to set and forget.

3 Stocks You Can Keep Forever: AMZN, DIS, GOOG

American Express

Microsoft

Visa

Blue chips are up 14% overall so far this year, but the top Dow Jones stocks have nearly doubled that gain or surged even higher.

Which Are The Top-Performing Dow Jones Stocks Of 2019 So Far?

DIsney stock looks much better positioned than NFLX. Disney's ability to monetize in-house and acquired IP is great for DIS stock.

Disney’s Unparalleled Ability to Monetize Its Content Can Lift Disney Stock

Shares of The Walt Disney Co. (NYSE:DIS) were unchanged at $140.40 in after-hours trading on Wednesday after the announcement of a semi-annual dividend of 88 cents per share.

Disney Declares Dividend

While content is king, creators and top executives are in strong demand.

The Streaming Wars Are Increasingly Targeting Talent

Spoiler-free: Swing back into the Marvel Cinematic Universe with Tom Holland's Peter Parker and meet Jake Gyllenhaal's Mysterio in this joyous globetrotting adventure.

Spider-Man: Far From Home review -- A perfect Avengers: Endgame epilogue     - CNET

Disney Stock gained billions in market cap since announcing Disney+ in April. It could be time for a healthy pullback in DIS.

Will Disney Stock Dip as Shares Touch 52-Week Highs?

A group of five stocks have gotten so big, they are essentially becoming the stock market

In the ongoing battle for the box office crown, an important detail has gotten lost in the shuffle.

Avengers: Endgame Has Already Beaten Avatar's Box Office Record... Sort Of

Sinclair Inc

A trio of Democratic presidential hopefuls are urging close scrutiny of Disney’s $10.6 billion sale of its 21 regional sports networks to Sinclair Broadcast Group, a conservative-leaning TV-station owner. In a letter this week, US Sens.

Sanders, Warren blast Sinclair’s purchase of Disney RSNs

Walt Disney Co has hired the head of Netflix Inc's original film division, Matt Brodlie, for its streaming service Disney+, according to a report by Deadline on Tuesday.

Disney poaches Netflix film-making chief for streaming service: Deadline

The director of the investment arm of Indonesian media group Media Nusantara Citra (MNC)  said on Tuesday the group was in talks with Walt Disney Co  on a possible investment by the U.S. media conglomerate, but the group's owner Hary Tanoesoedibjo denied talks were taking place.

Indonesia media exec says company talking to Disney; tycoon founder denies

Comcast

Disney and Comcast opened this year's two most anticipated attractions in recent weeks. One nailed it, but the other got nailed.

A Tale of Two New Theme Park Rides

Media Nusantara Citra is not in talks with Disney over an investment in one of the Indonesian media group's companies, president and founder Hary Tanoesoedibjo said on Tuesday.

Disney in talks to invest in Indonesia's largest media firm: source

Walmart

Annual shareholder meetings and investor days are wrapped up for the year. And top Dow CEOs gave several useful insights to investors who were listening.

News for Disney Stock (DIS)