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

Disney CEO Bob Iger acknowledged his company's movies have been too focused on messaging rather than strong storytelling.

Disney CEO Bob Iger admits company's movies have been too focused on messaging

Activist investor Nelson Peltz and his firm, Trian Fund Management, are seeking seats on Walt Disney Co.'s DIS, -0.04% board. Trian Fund Management said Thursday it “intends to take our case for change directly to shareholders.

Activist investor Nelson Peltz seeks seats on Disney board

Nelson Peltz' Trian Fund Management, which owns about $3 billion of stock in Disney, said today it plans to take its case for change at the media giant directly to shareholders after the company rejected its request for a board seat.

Nelson Peltz Will Take “Case For Change Directly To Shareholders” After Disney Refused Him Board Seat

NEW YORK & PALM BEACH, Fla.--(BUSINESS WIRE)--Trian Fund Management, L.P. (together with its affiliates, “Trian” or “we”) beneficially owns approximately $3 billion of stock in The Walt Disney Company (NYSE: DIS) (“Disney” or the “Company”). This morning, following conversations with Disney's CEO, Disney extended an offer to Trian to meet with the Board but informed Trian that the Board is turning down Trian's recent request for Board representation, including Nelson Peltz. Trian said the follo.

Trian Issues Statement Regarding The Walt Disney Company Board

Walt Disney Corporation may have found a turnaround strategy under new management. The new CEO has improved profitability metrics in just a few quarters. Streaming segment metrics are just getting better as both subscribers and ARPU are growing. With higher margins and streaming profitability expected in 2025, Disney shares could see significant growth in the next two years.

Disney: Bob Iger Is A Magic Man

Activist investor Nelson Peltz is seeking two seats on Walt Disney's board, CNBC reported on Thursday.

Activist investor Peltz seeks two seats on Disney board - CNBC

Activist investor Nelson Peltz and his firm, Trian Partners, are seeking two seats on Disney's board, CNBC reported Thursday, setting the stage for a proxy fight.

Activist investor Nelson Peltz seeks two seats on Disney board

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Stocks are poised for an upbeat finish to the best month of gains for 2023, as the fever pitch around Fed rate cuts next year grows. It's all teeing up nicely for that Santa rally, maybe.

These advisers say markets are expecting unrealistic outcomes. Here are some alternatives.

Disney CEO Bob Iger says his company's success had created unrealistic standards. "We got to the point where if a film didn't do a billion dollars in global box office, we were disappointed," he said.

Bob Iger says Disney needs a reality check about box office success

Bob Iger, CEO of The Walt Disney Company (NYSE:DIS), confirmed at the New York Times Dealbook Conference that he will retire when his contract concludes in 2026 and stated that the ABC broadcast network is not for sale. Iger, who returned as CEO in November 2022 after a brief retirement, has extended his tenure until 2026 to restructure the media giant.

Disney's Iger confirms he will retire in 2026

Yaccarino, the chief executive of X, reportedly sat stone-faced as her boss Elon Musk insulted rather than courted high-profile advertisers that have left the platform.

Here was Linda Yaccarino's response after Elon Musk's obscene suggestion to fleeing advertisers

NEW YORK--(BUSINESS WIRE)-- #A--Bragar Eagel & Squire, P.C., a nationally recognized shareholder rights law firm, is investigating potential claims against The Walt Disney Company (NYSE: DIS) on behalf of long-term stockholders following a class action complaint that was filed against Disney on May 12, 2023 with a Class Period from December 10, 2020 and November 8, 2022. Our investigation concerns whether the board of directors of Disney have breached their fiduciary duties to the company. As th.

DISNEY ALERT: Bragar Eagel & Squire, P.C. is Investigating The Walt Disney Company on Behalf of Long-Term Stockholders and Encourages Investors to Contact the Firm

CEO Bob Iger offered more insight into Disney's decision to halt advertising on Elon Musk's X during a DealBook Summit session Wednesday.

Disney's Iger on halting X ads: Association with Musk, platform not 'a positive one for us'

Bob Iger recently extended his contract after initially stating he only planned to stay for two years.

Bob Iger Says He Will ‘Definitely Step Down' After Contract Expires In 2026

Disney's 20th Century Studios and talent agency Creative Artists Agency have defeated a copyright lawsuit from producer and writer Madison Jones, who accused them of ripping off his screenplay with the 2019 sci-fi film "Ad Astra".

Disney's 20th Century Studios fends off 'Ad Astra' copyright lawsuit

Walt Disney Company Co.'s DIS, board of directors on Wednesday added James P. Gorman, chairman and chief executive of Morgan Stanley MS, +2.17%, and Sir Jeremy Darroch, a veteran media executive and former group CEO of Sky.

Disney names Gorman, Darroch to board

Disney CEO Bob Iger says his number one priority at the company is revitalizing its film studio.

Bob Iger says 'The Marvels' had little 'supervision' and Disney has made too many sequels

BURBANK, Calif.--(BUSINESS WIRE)--The Walt Disney Company (NYSE: DIS) Board of Directors has appointed James P. Gorman, Chairman and Chief Executive Officer of Morgan Stanley, and Sir Jeremy Darroch, a veteran media executive and former Group Chief Executive of Sky, as new directors. Darroch's appointment is effective January 9, 2024, and Gorman's is effective February 5, 2024. The selection of Gorman, a deeply respected leader at one of the world's preeminent global financial institutions, and.

The Walt Disney Company Board Appoints Morgan Stanley's James P. Gorman and Veteran Media Executive Sir Jeremy Darroch as New Directors

It represents an apparent shift for Iger, who indicated this summer the networks might not be core to the future of Disney.

Disney's Iger Says Its TV Networks Aren't for Sale

Shifting away from sentiments he expressed in an interview last summer that Disney's linear TV networks “may not be core” to the company, Disney CEO Bob Iger said they are “not for sale.

Disney Linear TV Networks “Not For Sale,” CEO Bob Iger Confirms, Citing “Unbelievably Rigorous” Internal Review Of Their Strategic Value

That's Bob Iger, who said Wednesday morning that he wasn't planning to come back as Walt Disney Co.'s chief executive — a post he held for more than a decade — when former company chairman Susan Arnold reached out to him a year ago.

Bob Iger: ‘I was not seeking to return' as Disney CEO

The Walt Disney Company's recent stock price increase is due to strong earnings, increased Disney+ subscriptions, and cost-saving targets. However, the company still faces challenges with its debt, linear TV, and ESPN. Selling off ESPN and ABC TV could raise funds to reduce debt and improve the company's financial position.

Disney: Good Q4 Masks Aggressive Attack Needed On Debt, Business Model Issues

Walt Disney Chief Executive Bob Iger said on Wednesday he would "definitely" step down when his current contract ends in 2026 and that the ABC broadcast network was not for sale.

Disney CEO Iger promises 2026 exit, says ABC not for sale

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With 2023 drawing to a close, it's time to start looking at 2024 and what it may bring to investors. The number one item on the list is uncertainty.

These are the top sectors for blue chip growth in 2024

Singer-songwriter and actor Dove Cameron is breaking away from her Disney star persona and putting a new version of herself out there with “Alchemical: Volume 1,” the first part in her debut studio album.

News for Disney Stock (DIS)