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

Comcast

The company will pay more than $8 billion for Comcast's portion of the streaming service.

Disney Buying Comcast's 33% Hulu Stake—Taking Total Ownership Of Streaming Service

Walt Disney Co. officially plans to buy the remaining 33% stake in Hulu that it doesn't own, the company said Wednesday afternoon.

Disney officially plans to buy remaining Hulu stake from Comcast

Walt Disney on Wednesday formally began the process of buying Comcast's one-third stake in Hulu, a deal that will give Disney full ownership of the streaming service and freedom to incorporate it into the Disney+ streaming service.

Disney to buy remaining 33% stake in Hulu from Comcast

Bob Iger has said Disney wants to keep ESPN and will try to create a streaming app for it by either forming a joint venture or finding a buyer for a minority stake in the network.

Disney's ESPN could fetch $24B, likely buyers include Apple, Verizon: BofA

Disney is going all in for Hulu. One day after the Mouse House and Comcast co-owned streamer went on the market, Disney is buying the remaining 33% stake in Hulu for $8.

Disney To Buy Out Comcast Stake In Hulu For $8.6B

BURBANK, Calif.--(BUSINESS WIRE)--The Walt Disney Company (NYSE: DIS) announced today that it will acquire the 33% stake in Hulu, LLC held by Comcast Corp.'s (NASDAQ: CMCSA) NBC Universal (NBCU), following Comcast's November 1 exercise of its right under the put/call arrangement between the two companies. The acquisition of Comcast's stake in Hulu at fair market value will further Disney's streaming objectives. Under the terms of the put/call arrangement, by December 1, Disney expects it will p.

The Walt Disney Company to Purchase Remaining Stake in Hulu From Comcast

Walt Disney's ESPN sports network could secure an enterprise value of $24 billion and attract investment interest from sports leagues, tech firms like Apple and telecom majors including Verizon, according to BofA Global Research.

Disney's ESPN could be valued at $24 bln, likely buyers include Apple, Verizon - BofA

Disney (DIS) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Walt Disney (DIS) Earnings Expected to Grow: What to Know Ahead of Next Week's Release

American Airlines

Affirm

DraftKings

Lucid Group

Novavax

Planet Fitness

While the jury's still out whether the economy and the market is headed for a soft or hard landing, as interest rates remain high, that doesn't mean you should forget about which stocks to avoid. Even as it's possible that recent fears of another downturn for stocks may prove to be an overreaction, there are particular equities that still have substantial downside risk.

7 Dangerous Stocks to Avoid No Matter What

The Walt Disney Company (NYSE:DIS) has officially launched its new ad-supported Disney+ streaming subscription tier in the UK, offering viewers a more affordable way to access the platform's vast content library, albeit with intermittent adverts during its TV shows and movies. Priced at £4.99, the ad-supported tier is notably cheaper than its ad-free counterparts, though it comes with limitations.

Disney+ rolls out new ad-supported options, hikes existing plan by £3 a month

Disney reports its fiscal fourth-quarter results next week. "The Marvels" and "Wish" will hit multiplexes this month, hoping to get Disney back on a winning streak.

4 Dates for Disney Stock Investors to Circle in November

Disney's near-term stock performance doesn't look promising, with the risks outweighing the potential rewards. While surprises in streaming revenues and increased theme park earnings are possible, the overall outlook remains cautious. The analysis rates Disney as a "sell" and sets a target price of $70.7, indicating a 12.4% downside from the current stock price.

Disney: Don't Expect A Huge Upside

Disney (NYSE: DIS ) once known as the theme-park king, is reimagining itself as a standout streaming service. The company has an upcoming earnings event, and Disney needs to show vigorous growth in that sector.

Don't Even Think About Buying Disney Stock Until This Date

Ford Motor Company

Hershey

Most stocks are down on the year and the major United States indices are endanger of giving up the gains they achieved this past spring as we progress through the fourth quarter of 2023. With the exception of a handful of technology stocks tied to artificial intelligence and a couple of pharmaceutical companies that have developed weight loss medications, most equities are in the red for the year.

Undervalued and Ready to Rise: 3 Stocks to Watch in 2024

B-roll & sound bites available now on WDWNews.com  LAKE BUENA VISTA, Fla. , Oct. 30, 2023 /PRNewswire/ -- As part of Disney's enduring respect for those who serve in the military and their families, this morning Walt Disney World Resort hosted the U.S. Air Force Thunderbirds flight demonstration team for a flyover of Magic Kingdom Park and EPCOT.

U.S. Air Force Thunderbirds Fly Over Walt Disney World Resort

Perlmutter, the billionaire who was unceremoniously fired by Disney earlier this year, has entrusted his shares to Peltz's hedge fund Trian Partners.

Ex-Marvel boss Ike Perlmutter joins forces with Nelson Peltz in Disney battle

The Walt Disney Company (NYSE:DIS) analysts will be looking for year-over-year increases in both revenue and earnings per share (EPS) when the entertainmant giant reports its fourth quarter and full year 2023 financial results after the close on November 8.  The analyst consensus forecast is for 4Q EPS to surge 133% year over year to $0.70 per share on a 6% anticipated rise in revenue to $21.33 billion, according to Zacks Investment Research.

Disney analysts expect better 4Q results with an eye on streaming

Lantheus Holdings

MercadoLibre

NextEra Energy

Pfizer

StoneCo

Atlassian

Risk and reward have an inverse relationship. It's one of the guiding principles of investing in stocks and any other asset.

7 Low-Risk Stock Picks to Double Your Money

Walt Disney's stock price has been falling for almost three years. Yet, there are reasons why investors keep selling. Factors such as poor financial performance, ineffective management, lack of clear strategy, and negative sentiment contribute to the company's valuation.

Disney: Nothing Suggests It's Undervalued

According to media reports, Disney is approaching a sale of its Indian business. CEO Bob Iger is focusing on selling non-core assets like its linear TV networks.

Disney Could Be Headed for a $10 Billion Payday. Should You Buy the Stock?

Disney (NYSE:DIS) stock traded higher in Monday's premarket as investors reacted to reports revealing that activist shareholder Nelson Peltz has the backing of former Marvel owner Isaac Perlmutter. It comes after Perlmutter, who ran Marvel prior to the $4 billion takeover in 2009 and retained a role at Marvel up until March this year, when he was let go by Mouse chief Bob Iger as part of a broader round of cuts.

Disney shares move higher as reports suggest Peltz pressure is building

Etsy

Roku

Disney is making progress toward a streaming profit and could soon announce an asset sale. Etsy is seeing user growth return, and revenue growth could be next.

3 Top U.S. Stocks to Watch in November

Bob Iger, who used to be CEO of Walt Disney Co. (NYSE: DIS) and is CEO again, has been hammered by the stock market as his every effort to turn around the company has failed.

Disney Hammered by Investors

Activist investor Nelson Peltz reportedly now has fresh ammunition in his second attempt to get seats on The Walt Disney Co.'s board of directors — the influential stake of a former Marvel executive.

Nelson Peltz gets Disney stake of former Marvel exec. as he battles for board seat: WSJ

Nelson Peltz's push for board seats at Walt Disney gets support from former Marvel executive Isaac Perlmutter, according to The Wall Street Journal.

News for Disney Stock (DIS)