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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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.

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Star Wars: Galaxy's Edge doesn't just want to look like a movie set. It wants guests to feel like they just stepped off a transport ship onto a planet thousands of galaxies away.

Star Wars: Galaxy's Edge's 1,400 cast members each have unique backstories and costumes

Disney's CEO Bob Iger is confident the company's $1 billion investment in its new "Star Wars" theme parks will be a boon not only for its park division, but the beloved sci-fi franchise, too.

CEO Bob Iger doesn't think Disney is too reliant on 'Star Wars'

The billion-dollar theme park addition focusing on a fan-favorite franchise launches Friday in California.

Disney's New "Star Wars" Land Could Supercharge an Already Dominant Business

NIKE

It's hard to bet against these three venerable companies.

Three Stocks to Build Your Portfolio Around

Apple

Netflix

The fight to lead internet streaming services is getting tighter, with Netflix and Hulu leading the pack. Although Apple TV offers viewers a set top box, it doesn't intend to stay out of the race.

Understanding Netflix vs. Hulu vs. Apple TV

Disney's Star Wars: Galaxy's Edge opens to the public in Disneyland Friday, a big bet on its theme parks as it takes on Netflix and others in streaming.

Disney Is About To Launch Something Netflix Can Only Dream Of — But It'll Cost You

Disney stock is likely to stream profits into long-term portfolios, but there is likely to be short-term volatility and profit-taking in DIS.

Is It Time to Take Profits in Disney Stock?

Coppersteel Holdco Inc

Home Depot

SeaWorld Entertainment

Six Flags

With Memorial Day, the unofficial start to the summer season, behind us, the first real day of the new season is just over three weeks away on Friday, June 21.

5 Stocks to Buy Now That May Be Huge Summertime Winners

Disney’s Aladdin flew into theaters over the Memorial Day weekend and defied all expectations on the way to a record-setting box office run.

Aladdin's Success Shows Why Disney May Be Netflix's Biggest Threat Yet

Comcast

Deals like this make too much sense not to happen

A Comcast-Disney Hulu Deal Always Made Sense

The company has laid out a clear road map for growth through 2024.

Where Will Disney  Be in 5 Years?

Microsoft

AT&T

Let these stocks pay you in your golden years.

Three Dividend Stocks Perfect for Retirees: Disney, Microsoft & AT&T

Disney's Animal Kingdom has seen its guest count soar 27% over the past two years, but the same catalyst for its revival could also be what causes its slide in popularity in the next two years.

Disney World's Hottest Park Will Be Its Coldest in 2021

Some feel Disney stock faces risk from the escalating trade war, but the Magic Kingdom -- and DIS stock investors -- could emerge unscathed.

3 Reasons Why Disney Stock Could Avoid Becoming A Trade War Casualty

Maybe Hulu and Disney+ can get along after all.

Disney's Hulu Strategy Is Emerging

Advanced Micro Devices

iShares Russell 2000 ETF

The stock market is a mess but you can play the probabilities with these three options trades on DIS, AMD, and RUT.

3 Smart Trades for a Troubled Market

Disney stock faces a crossroads as its multiple must move beyond current historical ranges to take DIS higher than its current level.

Historical Valuations Could Hamper Disney Stock Growth

The Walt Disney company is a leading entertainment and broadcasting company.

Walt Disney: Expansion And Innovations Driving The Growth

Merchandising is going to be a big part of the experience at Disneyland's new expansion, and that includes a handmade Jedi weapon for $199.99 plus tax.

Will You Buy Disney's $200 "Star Wars" Lightsaber?

Imperial Capital reiterated its outperform rating on Walt Disney Co. stock DIS, -1.14% on Monday, ahead of the entertainment giant's next investor day scheduled for Wednesday that will introduce analysts to the new Star Wars Galaxy Edge theme park.

Disney reiterated as outperform at Imperial ahead of analyst day on new Star Wars theme park

Disney has done a big theme park attraction opening before with what was the biggest movie of all time. The results speak for themselves.

3 Reasons To Park Your Money With Disney

Hulu's ad business is already extremely lucrative --  and could be even more valuable in the future.

Hulu Has a Massive Advertising Opportunity

The media powerhouse now has operational control over Hulu, and there are so many ways to win.

5 Ways Disney Benefits From the Hulu Deal

The Walt Disney Company has come a long way since it was founded in 1923 as the Disney Brothers Cartoon Studio.

News for Disney Stock (DIS)