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 (DIS)'s fourth-quarter fiscal 2023 earnings beat analyst predictions as the company saw robust subscription growth, narrower losses in its streaming segment and a booming theme park business.

Disney+ Subscriber Growth Cues Better-Than-Expected Earnings

Disney reports quarterly revenue of $21.2 billion, up from last year. Even with subscriber growth, streaming suffers $387 million loss.

Signs Of Hope For Embattled Disney: Revenue Rises And Disney+ Adds 7 Million Subscribers

Walt Disney Co after Wednesday's close reported fourth quarter 2023 adjusted earnings per share (EPS) of $0.82, up from $0.30 a year earlier and better than the $0.70 analyst consensus forecast according to Zacks Equity Research.  The entertainment giant's bottom-line results were boosted by the profit at ESPN+ as well as higher attendance and ticket prices at its theme parks.

Disney 4Q earnings beat estimates, reveals better subscriber growth

Walt Disney Co.'s stock edged up 2% in extended trading Wednesday after the media giant announced earnings that beat estimates, a huge jump in streaming users and vowed to increase its annual efficiency cost reductions to $7.5 billion from $5.5 billion.

Disney shares rise on huge increase in streaming users, improved earnings

Walt Disney exceeded Wall Street's earnings expectations on Wednesday as higher attendance at its Shanghai and Hong Kong theme parks offset a decline in advertising revenue at television network ABC.

Disney theme parks strength fuels profit beat, offsets ad weakness

Disney opened a new corporate era with a mixed-to-positive batch of quarterly results, reporting better-than-expected revenue and earnings but also more than $1 billion in charges. The media giant had total revenue of $21.

Streaming Gains Push Disney Over Wall Street Bar, But Quarterly Report Includes $1B In Content And Restructuring Charges

BURBANK, Calif.--(BUSINESS WIRE)--The Walt Disney Company (NYSE: DIS) today reported earnings for its fourth quarter and full year ended September 30, 2023. Financial Results for the Quarter and Full Year: Revenues for the quarter and year grew 5% and 7% compared to the prior-year quarter and prior year, respectively. Diluted earnings per share (EPS) from continuing operations for the quarter increased to $0.14 from $0.09 in the prior-year quarter and for the year, decreased to $1.29 from $1.75.

The Walt Disney Company Reports Fourth Quarter and Full Year Earnings for Fiscal 2023

Disney (NYSE: DIS) stock is under the spotlight as investors brace for the entertainment giant's fourth-quarter earnings report. DIS stock, which closed at $84.59 in the previous session, experienced a slight dip of 0.43%, trading at $84.23 as of November 8, 2023, 12:42:45 UTC-5.

Disney (DIS) stock slides ahead of fourth-quarter earnings report

2023 has been a challenging year for the American media giant The Walt Disney Company (NYSE: DIS). The company is valued at $154.80 billion market capitalization, and its Q4 earnings will be reported today after the U.S. stock market closes.

Disney stocks are at a historical uptrend support; Will it hold?

Both indices are past much of the potential headwinds earnings season could have caused but didn't.

Disney Earnings, Falling Oil And Chairman Powell

A lot is riding on Disney's earnings report as Peltz and his firm, Trian, weigh a possible proxy fight.

Disney's board is in focus as activist investor Nelson Peltz considers his next move

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In investing, finding the right stocks to buy can be a daunting task. But November 2023 offers a promising landscape for savvy investors.

Your Smartest Buys Now: The Top 7 Bargain Stocks to Buy in November

Disney's (DIS) fourth-quarter fiscal 2023 results are likely to reflect declining Disney+ subscriber growth despite strength in sports streaming platforms, including ESPN+.

Disney (DIS) Q4 Earnings Might Suffer as Disney+ Users Decline

BURBANK, Calif.--(BUSINESS WIRE)--Today, The Walt Disney Company (NYSE: DIS) launched its annual Disney Ultimate Toy Drive supporting the Marine Toys for Tots Program to help deliver toys to children in need this holiday season. Disney's relationship with Toys for Tots dates back to 1947, when Walt Disney and his team of animators designed the Toys for Tots logo that is still used today. Since then, The Walt Disney Company has continued to strengthen this relationship, engaging volunteers and p.

Disney Ultimate Toy Drive Delivers Joy to Kids in Need This Holiday Season

Advertising sales will be in focus at ITV PLC (LSE:ITV)'s trading update, especially after the recent profit warnings from marketing giants such as WPP and Publis

Marks & Spencer revival plus ITV, Disney: Wednesday's previews

Disney has been sold off by the market and now looks like it's worth less than the value of its pieces.

Disney Stock: More Than the Sum of Its Parts

JACKSONVILLE, Fla.--(BUSINESS WIRE)--itel today announced the appointment of Paul Disney IV as senior vice president of product and data strategy.

itel Appoints Paul Disney IV as Senior Vice President, Product and Data Strategy

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Consumers drive the majority of spending in the United States. Leading consumer brands can make for great investments.

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The earnings season can be an exciting time for investors. While a few can be disappointing, many others can generate solid gains for you.

3 Stocks to Buy BEFORE They Report Earnings

PepsiCo

Walt Disney announced Monday it is bringing on former PepsiCo executive Hugh Johnston as the company's new senior executive vice president and chief financial officer beginning on Dec. 4.

Disney names veteran PepsiCo exec new CFO

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"The Dow® [adds a stock] if the company has an excellent reputation, demonstrates sustained growth, and is of interest to a large number of investors. Sector representation.is also a consideration.”–Dow Jones & Co. The highest-yield 10 stocks are November's Dogs of the Dow: JNJ, AMGN, KO, GS, CVX, IBM, DOW, MMM, VZ, and WBA averaged a 5.02% annual yield. Thirty Dow stocks represent nine of eleven sectors. Dow Jones tracks utilities as a separate index and omits real estate. Broker top-ten target-estimated November net-gains ranged 19.78%-35.37%, topped by WBA 11/2/23.

November Dogs Of The Dow: 3 Buyable, 4 Watchable

Johnston has been credited with boosting PepsiCo's revenue to about $86 billion last year from $58 billion in 2010.

Disney hires Pepsi exec as CFO as Bob Iger tries to fend off Nelson Peltz's hedge fund

Walt Disney Co. Chief Executive Robert Iger has his hands full as the media giant preps for its fiscal fourth-quarter earnings report Wednesday.

Disney earnings: What to expect when the Magic Kingdom reports

Disney reports quarterly results on Wednesday. The bottom line will be the big story.

3 Ways Disney Stock Could Move Higher This Week

Dow Jones media giant Disney reports Q4 results Wednesday. Disney stock faded throughout its fiscal year.

News for Disney Stock (DIS)