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

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Earnings data Q1 2023

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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.

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Earnings per share

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Breaking down the complex deal for control of Hulu shows just how well Disney did negotiating it.

Disney Got the Better End of Its Hulu Deal With Comcast

How Disney became one of the most powerful entertainment companies in history.

Walt Disney: How Entertainment Became an Empire

Shares of Walt Disney recently gapped up. Understanding what technical analysis illustrates could lead to profits in Disney stock.

This Stock Could Drop to $117 in a Mouseke-Minute

One stock that is proving worthy of its strong valuation is The Walt Disney Company (NYSE:DIS), which is why we're recommending a bullish trade on it this morning.

Disney is Set to Take Off with Avengers, Star Wars and Streaming Media

Disney+'s catalog will be less than 20% the size of Netflix's when the streaming service launches. How big a deal is that?

Should Disney+'s Small Catalog Worry Us?

Comcast

Should investors like what they see in the deal made with Disney and in NBCUniversal's upcoming service?

Comcast's Streaming Plans Are Coming Into Focus

Walt Disney Co on Tuesday assumed full control of Hulu and will buy Comcast Corporation's 33-percent stake within five years.

Analysts Discuss Disney Assuming Complete Control Of Hulu

Welcome to the latest episode of the Full-Court Finance podcast from Zacks Investment Research where Associate Stock Strategist Ben Rains dives into Disney's (DIS) future as the company embarks on its streaming TV journey to challenge Netflix (NFLX) and Amazon Prime (AMZN).

What's Next for DIS Stock Amid Disney, ESPN & Hulu Streaming TV Push?

Comcast will keep its 33% stake for now, but it has the option to sell to Disney in five years for a minimum of $5.8 billion.

Disney Takes Full Control of Hulu From Comcast

Disney-owned ESPN will put a studio at Caesars' Linq Hotel & Casino in Las Vegas, serving as a hub for sports-betting content.

Disney's ESPN Heads To Las Vegas For New Sports Betting Partnership

Either Disney or Comcast can trigger the transaction.

Disney Set to Own All of Hulu in 5 Years

On a strong day for the broader markets, see why these two industry giants stand out.

Disney to Buy Comcast's Hulu Stake

Streaming video platform Hulu will be fully controlled by Walt Disney Co as part of an agreement reached with Comcast Corporation that the companies announced Tuesday.

Disney Takes Control Of Hulu

Disney+ signals more streaming competition and an increasingly crowded market. With nothing stopping people from canceling and restarting service, streamers will begin to experience revenue challenges.

Disney + Will Provoke A Game Of Musical Chairs Among Streamers, Leaving Someone Without A Seat

The future ownership structure of Hulu now looks quite clear.

The Future Ownership Structure of Hulu Is Now Clear

A new movie schedule and integration with Disney+ will be tough for competitors to topple.

Why Disney Will Dominate the Box Office for Years to Come

Comcast Corp has agreed to give Walt Disney Co full control of Hulu in a deal that puts a minimum future value on the streaming service of $27.5 billion while laying the groundwork for the creation of a powerful competitor for Netflix Inc.

Disney takes control of Hulu before own streaming launch

Walt Disney Co. and Comcast Corp. CMCSA, announced Tuesday a deal in which Disney will assume "full operational control" of Hulu, effective immediately.

Disney, Comcast agree that Disney to assume control of Hulu

This Disney segment will lose buyers to Disney+. But that's OK.

Disney's Massive Cannibalization Opportunity

Disney is in the middle of an enormous DTC transition that will utilamtely push DIS stock way higher  in 2019. 
The post 3 Reasons to Buy Disney Stock This Year appeared first on InvestorPlace.

3 Reasons to Buy Disney Stock This Year

"Avengers: Endgame" may be just a few weeks away from dethroning "Avatar" as the top-grossing movie of all time. 
The post Here's How Close 'Avengers: Endgame' Is To Becoming No.

Here's How Close 'Avengers: Endgame' Is To Becoming No. 1 All Time; Disney Stock Down

On the Q2 earnings call, management talked Fox integration, park expansions, and Marvel-mania in China.

3 Must-See CEO Bob Iger Quotes From Disney's Earnings Call

The hype is building for new experiences coming to Disneyland and Disney World. They'd better not disappoint.

3 Reasons Star Wars: Galaxy's Edge Had Better Be Great

Hulu, Disney+, and ESPN+ are getting pretty expensive. That's actually part of the investment plan.

Here's How Much Disney Expects to Lose From Streaming Video This Quarter

It's easy to talk about media disruption, but it's a lot harder for new media players to gain actual traction against legacy players.

News for Disney Stock (DIS)