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

Earnings data Q3 2021

Earnings data Q4 2021

Earnings data Q1 2022

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

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

Netflix

Consumers are facing significant price hikes from streaming services for digital entertainment. Once hailed as a cost-effective, superior alternative to traditional cable TV, streaming platforms are now under scrutiny for what appears to be a strategy of overcharging for often subpar content.

‘Streamflation' nation: Streaming platforms are overcharging us for frequently subpar content

Bob Iger's plans have been demonstrating results across Disney's multifaceted business. Several initiatives are still in the potential stage, and the stock could climb if they come through.

Disney Stock Is Up 30% This Year. Is It Too Late to Buy?

Universal is expanding its parks, mobilizing Harry Potter, Super Mario and an army of Minions

The Threat in Disney's Backyard

Disney (DIS) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).

All You Need to Know About Disney (DIS) Rating Upgrade to Buy

The House of Mouse is making significant progress in boosting cash flow.

My Disney Stock Price Prediction for 2029

Amazon

CrowdStrike

Investing in long-term stocks offers an excellent alternative to the frenetic world of day trading. Long-term stocks are about hitching your ride with companies that have stood the test of time, ensuring sustained growth and profitability for their stockholders.

3 Long-Term Stocks to Turn $100,000 Into $1 Million: April 2024

Microsoft

UnitedHealth Group

The Dow Jones Industrial Average (Dow) stocks may be worth looking at if you're looking to check out of the expensive tech (and AI) trade for the time being. Indeed, being a member of the Dow doesn't necessarily mean there's undervaluation to be had.

Wall Street Favorites: 3 Dow Stocks With Strong Buy Ratings for April 2024

Argus Research analyst Joseph Bonner upped his price target on Disney this week. Parks, cruises, streaming TV -- everywhere he looks, Bonner sees opportunities for Disney to grow profits.

Disney Stock Has 20% Upside, According to 1 Wall Street Analyst

Chipotle

Con Ed

S&P Global

Meta Platforms (META), Chipotle Mexican Grill (CMG), Walt Disney (DIS), Consolidated Edison (ED) and S&P Global (SPGI) could make great plays as Q1 earnings unfold.

5 Solid Stocks to Bet On This Earnings Season

The Walt Disney Co. has released the official vote totals from its April 3 annual shareholder meeting, the event that featured the culmination of a proxy fight waged by Nelson Peltz.

Disney Board Election Tally Shows James Gorman Leading All Vote-Getters

Home Depot

Essential Utilities

No one wants to go into retirement. However, at some point, everyone, including investors, has to think about retirement and long-term stocks.

Eternal Equities: 3 Stocks to Buy and Hold Until You Retire

BURBANK, Calif.--(BUSINESS WIRE)--The Walt Disney Company (NYSE: DIS) will discuss fiscal second quarter 2024 financial results via a live audio webcast beginning at 8:30 a.m. ET / 5:30 a.m. PT on Tuesday, May 7, 2024. Results will be released before the opening of regular trading on May 7, 2024. To listen to the webcast, please visit www.disney.com/investors. The webcast presentation will be archived.

The Walt Disney Company Executives to Discuss Fiscal Second Quarter 2024 Financial Results via Webcast

Disney's "Wish" generated 13.2 million views on its first five days of Disney+ availability. It is the third-strongest initial debut for Walt Disney Animation on Disney+, but that distinction doesn't include Pixar entries.

Is Disney's Wish Finally Coming True?

Here is how Walt Disney (DIS) and Ralph Lauren (RL) have performed compared to their sector so far this year.

Is Disney (DIS) Outperforming Other Consumer Discretionary Stocks This Year?

Disney's (DIS) Marvel and Coca-Cola collaborate for an extraordinary global campaign to showcase popular Marvel characters.

Disney's (DIS) Marvel & Coca-Cola Team Up for Global Campaign

Unilever

Disney shareholders gave Nelson Peltz the cold shoulder, but at Unilever, where Peltz sits on the board, big changes he supports are in the works in what amounts to a tale of two boards.

Nelson Peltz And A Tale Of Two Boards

Disney stock is hitting 52-week highs amid a flurry of brokerage upgrades and price target hikes.

Does the Walt Disney Company Still Have the Magic?

Disney has promoted and hired new game industry veterans that show it's getting more serious about games. It has promoted Sean Shoptaw to EVP.

Disney Games expands leadership team to invest further in games

Few developments are as well-suited to Disney as streaming. With an archive of more than 8,000 hours of content spanning more than eight decades, it was a no-brainer to offer subscribers online access to it.

The Real Reason For Disney's $11 Billion Streaming Losses

American Express

The Cycles Research scan of the S&P 100 seeks stocks that are superior in terms of both relative strength and price cycles. Here are a pair of stocks that stand out.

Stocks This Week: Buy Disney And American Express

Disney's parks unit is thriving as its studio and streaming businesses stagnate, and it's investing in innovations and new attractions.

Disney's parks are its top money maker — and it plans to spend $60 billion to keep it that way

The billionaire resembled infamous activist Evelyn Y. Davis in Nelson Peltz's proxy fight.

Elon Musk Auditions as Corporate Gadfly, Taking Sides Against Disney

Trump Media & Technology Group Corp

Ulta Beauty

Here are some of the major companies whose stocks moved on the week's news.

The Score: Trump Media, Walt Disney, Ulta Beauty and More Stocks That Defined the Week

Clorox

Campbell Soup

McDonald's

Bonds issued by a group of household name companies are yielding more than 5% following the recent move in Treasurys, offering handy returns for investors with the right time frame.

These household-name companies have bonds yielding more than 5%

Disney (DIS) intends to enforce stricter measures against the sharing of passwords for its streaming platform, which is expected to aid subscriber growth in the near term.

News for Disney Stock (DIS)