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 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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SG&A

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EBITDA

Net income

Earnings per share

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Receivables

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Non-current assets

Net PPE

Intangibles

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Stockholders equity

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Book value per share

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Free cash flow

After COVID-19 rocked Disney's theme park business and the steep costs of new streaming services ate away at profits, there's finally evidence that things are turning around for the media and entertainment juggernaut. Disney's adjusted earnings soared in the first quarter of fiscal 2024, and management expects more big growth throughout the year.

Walt Disney's Massive 50% Dividend Increase: What You Need to Know

Twenty-First Century Fox

Warner Bros Discovery Inc

Legacy media companies like Disney have struggled to monetize sports streaming. A combined sports streaming service makes sense for both the broadcaster and customers.

Disney, Warner Bros. Discovery, and Fox Are Teaming Up on Sports Streaming.

Disney reported earnings that blew past expectations as cost cutting took hold. The company boosted its dividend and announced a $3 billion buyback.

Why Disney Stock Soared More Than 11% This Week

McDonald's

New York Community Bancorp

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

The Score: McDonald's, New York Community Bancorp, Walt Disney and More Stocks That Defined the Week

First Trust S-Network Streaming and Gaming ETF

AdvisorShares Gerber Kawasaki ETF

ALPS Global Travel Beneficiaries ETF

Invesco S&P 500 Equal Weight Communication Services ETF

Communication Services Select Sector SPDR Fund

Look into how Disney heavy ETFs performed after its Q1 earnings.

Focus on Disney ETFs Post Q1 Earnings Beat

The owner of more than 60 local TV stations that saw its stock hammered after this week's stunning news of a joint venture to create a sports bundle slammed Wall Street investors for overreacting.

Wall Street's overreacted to Fox, Disney, Warner Bros' joint sports venture: EW Scripps CEO

Disney is beta testing a new advertising tool for its streaming services that matches commercials with appropriate scenes in movies or shows. Dubbed “magic words,” this tool uses artificial intelligence and machine learning to analyze and tag scenes within Disney's library of movies and television series, Reuters reported Friday (Feb. 9).

Disney Tests AI Tool That Matches Commercials to Appropriate Content

Disney is looking to capitalize on the love that younger generations have for video games with the Epic Games deal it unveiled on Wednesday evening.

Disney has a plan for winning over younger generations: video games

Think the Magnificent Seven stocks are only way to make money in the S&P 500? Warren Buffett and Walt Disney may beg to differ.

Warren Buffett And Disney Share A $543 Billion Moneymaking Secret

Bob Iger is pushing all the right buttons at Disney right now.

Disney's Stock Is Up, and the Future Is Looking Bright

Walt Disney is harnessing artificial intelligence to power a new advertising tool that will help brands tailor their commercials to fit the mood of specific scenes within a movie or television series.

Disney harnesses 'AI' to drive streaming ad-technology

Hasbro

Take-Two Interactive Software

In the 15 years between 2007 and 2022, U.S. fertility rates sank sharply. In fact, from 2007 to 2022, the birth rate tumbled nearly 23%.

Demographic Warning: 3 Stocks to Offload Due to the U.S. Fertility Slump

Disney invests $1.5B in Epic Games to build the Disney gaming and entertainment universe. Epic is behind the Unreal Engine and Fortnite.

Epic To Build $1.5 Billion Disney Game Universe, Plus Funding For VR, AI, 3D Companies

Experts say the new app will likely get the ball rolling on reshaping the pay-TV landscape as streaming giants like Amazon, Apple and Netflix continue to hike up the already staggering price for sports rights.

Fox, Disney, Warner Bros Discovery sports streaming venture sends ‘shockwaves' through TV industry

Walt Disney's investment in Epic Games values the gaming company at $22.5 billion, a steep drop from what the company was valued two years ago, The Information reported on Thursday, citing a person familiar with the matter.

Disney's Epic deal shows sharp cut in Fortnite maker's valuation -The Information

Investors are miscalculating the bundle's popularity and incorrectly pricing in that local stations won't be included, EW Scripps CEO Adam Symson told CNBC.

Wall Street is overreacting to new sports joint venture, says EW Scripps CEO

Disney CEO Bob Iger and activist investor Nelson Peltz are still sparring despite stellar earnings. Peltz's Trian Fund Management seems unimpressed with Iger's moves to grow Disney.

Nelson Peltz and Bob Iger are still throwing punches despite Disney's killer start to 2024

Disney (DIS) shares surged more than 12% in intraday trading Thursday after the entertainment titan's earnings beat and a flurry of announcements with a focus on digital content, in what could point to gaining confidence in Chief Executive Officer Bob Iger's turnaround plan and streaming strategy in the face of pressure from activist investors.

What We Learned From Disney's Earnings Report and News Deluge

Disney shares staged one of their strongest single-day rallies this millennium Thursday on the back of the company's blowout earnings report, though the entertainment titan still has a ways to go to recapture its former glory on the stock market.

Disney Stock Soars: Set For Best Day Since 2020

Fiscal first-quarter results benefitted from cost cuts Disney has been putting in place across the business. For fiscal 2024, management expects earnings to be up over 20% to about $4.60 per share.

3 Reasons Disney Stock Is Up 12.7% Today

Disney's (DIS) first-quarter fiscal 2024 results reflect a solid revival in the theme park and resort businesses.

Disney (DIS) Q1 Earnings Beat Estimates, Revenues Rise Y/Y

Disney share are up more than 12% in a big move after impressing Wall Street with an earnings beat, solid outlook and deals with Epic Games and Taylor Swift.

Wall Street Love Sends Disney Stock Soaring; Activist Investor Calls It “Déjà Vu All Over Again”

Walt Disney Co (NYSE:DIS) surpassed fiscal first-quarter earnings expectations, though revenue missed estimates.

Bulls Double Down on Surging Walt Disney Stock

Disney stock investors are slowly being rewarded for their patience.

Disney Stock Is Ready to Have a Magical 2024

Disney delivered strong financial results on Wednesday, even initiating rare earnings guidance for all of 2024. The media giant came loaded with positive catalysts to announce.

News for Disney Stock (DIS)