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 2022

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

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

Even in the wake of a multiyear slump, there were signs that the multimedia giant would rebound.

Disney's Recent Run Is a Lesson for Long-Term Investors

Management's decision to raise Disney World ticket prices has created social-media outrage, but in the end, it won't materially affect Disney stock.
The post Disney Stock Won’t Be at All Affected by the Disney World Price Hike appeared first on InvestorPlace.

Disney Stock Won’t Be at All Affected by the Disney World Price Hike

Netflix

Netflix might have a problem we all saw coming.

Pretty Little Liars' Netflix Departure Is a Sign of Things to Come

The new cut will likely draw thousands back to theaters and could finally push "Avengers: Endgame" above and beyond the record $2.78 billion "Avatar" has earned since its release in 2009.

Tickets for 'Avengers: Endgame' rerelease go on sale starting today at major theater chains

Cisco Systems

Shopify

Traders seeking new stocks to buy should shop the new highs list. These stocks boast powerful trends and favorable supply-demand dynamics.

3 Stocks to Buy at an All-Time High

Shares of Walt Disney Co. DIS, -1.21% fell 1.1% in morning trade Monday, after the company's "Toy Story 4" dominated the weekend box office, which broke records for the franchise, but came up well short of expectations.

Disney's stock falls after 'Toy Story 4' box office sets franchise record but was well below forecasts

If anyone is going to get into China it's Disney.

Predicting Disney+ And The Growth To Come

The planet of Batuu is now open to all Disneyland theme park guests, but that doesn't mean visiting this galaxy far, far away is going to be easy.

Reservations no longer needed to visit Star Wars Galaxy's Edge, but that doesn't mean you'll get in

This year is a big one for Walt Disney Co (NYSE: DIS) and its investors, with the launch of the Disney+ streaming service set for November.

What 'Toy Story 4' Means For Disney

Las Vegas Sands

Verizon

Verizon Communications Inc 5.9 % Notes 2014-15.2.54 Sr

These dividends are generated from the money you spend every day.

3 Consumer-Goods Dividends You Shouldn't Overlook

Disney’s “Toy Story 4,” the well-reviewed latest installment in the studio’s popular franchise, opens to a healthy $118 million in the U.S. and Canada, leading the weekend’s domestic box office.

‘Toy Story 4’ easily opens at No. 1 although $118 million domestic debut misses high expectations

Comcast

SeaWorld Entertainment

Universal Orlando and SeaWorld Orlando aren't likely to follow the industry leader into massive price increases on their annual passes.

3 Reasons Rivals Won't Match Disney World's Big Price Increase

"Toy Story 4" catapulted to the top of the weekend box office with a $118 million haul in the U.S. The film had the third-highest debut of 2019 and the highest debut of any "Toy Story" film.

'Toy Story 4' opens with franchise high of $118 million, but falls short of expectations

The company will work to keep its divided streaming offerings on the same page.

Disney Is Saying All the Right Things About the Hulu-Disney+ Relationship

The space fantasy is entering uncharted territory, but Disney has experience with such things.

Lucasfilm's Latest Executive Hiring Hints at Plans for "Star Wars"

Just when it seemed there was no way for the final chapter in the "Avengers" saga to rule the roost, Marvel drops a bombshell.

Here's How "Avengers: Endgame" Plans to Unseat "Avatar"

Hulu is in a similar spot as Netflix was just a few years ago.

Get Ready for More Hulu Originals

Basic Hulu is beloved for its low price and massive stable of on-demand shows, but the live TV version falls short of other premium cord cutter competitors.

Hulu with Live TV review: Frustrating menus, limited DVR spoil the deal     - CNET

Home Depot

Investors are almost unanimously convinced that there will be a federal funds interest rate cut in July.

3 Stock Picks to Consider When the Fed Cuts Rates

Amazon

Alphabet

Marvell Technology

Steven Cohen’s Top 5 Holdings as of the 1st Quarter

Disney stock hopes to quickly equal Netflix in subscriber counts with low prices, an earnings hit current DIS investors aren't accounting for.
The post Time to Ring the Cash Register in Disney Stock?

Time to Ring the Cash Register in Disney Stock?

Disney stock has rallied in recent weeks but a lack of profit growth in coming years could return DIS stock to its previous range-bound status.
The post Why Disney Stock Could Remain Rangebound for a Long Time appeared first on InvestorPlace.

Why Disney Stock Could Remain Rangebound for a Long Time

Although it may look small now, Disney+ has the potential to boost DIS stock once global streaming synergies come into play.
The post Why Disney+ Makes Disney Stock a Buy for the Long Run appeared first on InvestorPlace.

Why Disney+ Makes Disney Stock a Buy for the Long Run

Mastercard

Starbucks

Whether you're new to investing or just looking to adjust your holdings, here are three core companies you can use to start a winning collection.

Three Stocks to Build Your Portfolio Around: Disney, Mastercard & Starbucks

Disney stock is primed for a long-term run and belongs in one's portfolio; however, be prepared for some short-term volatility in DIS.
The post Why Long-Term Investors Should Buy Disney Stock at Every Dip appeared first on InvestorPlace.

News for Disney Stock (DIS)