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 Q1 2022

Earnings data Q2 2022

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Earnings data Q4 2022

Earnings data Q1 2023

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Earnings data Q2 2024

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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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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

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Total equity

Stockholders equity

Minority interest

Total liabilities & equity

Total debt

Net debt

Book value per share

Cash from operations

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Change in working capital

Cash from investing

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Purchase/sale of investments

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Cash from other sources

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Free cash flow

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

Activist Peltz Gets Boost From Former Marvel Chairman in Push for Disney Board Seats

Disney faces various challenges today, such as pressure at the box office as consumers favor streaming. But CEO Bob Iger is making progress on his plan to boost growth at the entertainment giant.

Is This Popular Stock a Trick or a Treat?

Lemonade

Ready Capital Corp

The house that Mickey Mouse built may be down, but it certainly doesn't look like it has been knocked out. An AI-powered disruptor in the insurance industry is taking a bit longer than hoped to turn its innovation into sustainable profits.

The 3 Scariest Stocks I Own

Plus a look at what's going on at Unity Software.

Activist Investor Ready to Fix Disney, Again

As Walt Disney turns 100, investors worry it's beginning to show its age. The share price dropped to its lowest level in nearly nine years as the company stumbles in the age of streaming.

After 100 years of innovating entertainment, Disney is at a crossroads

Iconic in the realm of theme parks, Disney's global resorts are known for more than just their thrilling rides and enchanting characters. The in park retail brings together smart merchandise selections in theatrically designed stores.

The Magic Of Retail: How Disney Parks Elevate The Park Shopping Experience

Costco

Roku

Costco has hit new highs every year for more than a decade. It could hike its annual membership fees soon.

Got $1,500? You Can Confidently Add These 3 Stocks to Your Portfolio.

Charter Communications

Charter CEO Chris Winfrey said the company's recent Disney carriage fight cost the company 320,000 video customers in the third quarter, but the resulting deal represents “a significant step forward for the video ecosystem.” Speaking during the company's third-quarter earnings call, Winfrey said the agreement showcased “a new hybrid distribution model is good for consumers.

Charter CEO Calls Disney Carriage Deal “A Significant Step Forward,” But Q3 Video Revenue Falls 9% Due To Distribution Fight And Broadband Results Hit Stock

FuboTV

Buying shares of industry leaders that are experiencing temporary pain can produce great returns. Entertainment giant Walt Disney is reducing costs to deliver better margins and profitability.

2 Top Stocks Down Between 47% to 84% to Buy Now

Dollar General

Dollar General recently ousted its CEO, bringing back the retailer's previous leader to run the ship. Investors cheered Dollar General's CEO shift.

You Can't Control CEO Transitions, But You Can Control What You Do About Them

Comcast

SeaWorld Entertainment

Comcast's theme parks segment saw its revenue and adjusted EBITDA rise 17% and 20%, respectively, in its latest quarter. Theme parks account for just 8% of Comcast's business, but they're a bigger part of the Disney and SeaWorld Entertainment business models.

Is What's Good for Comcast's Theme Parks Good for Disney and SeaWorld, Too?

PayPal

Verizon

For this article, I used Microsoft's AI Chatbot, Bing, for help in finding AI stock predictions. As someone of a certain age, this reminds me of the pre-internet days when you might have to go to a librarian and ask for help with research.

I Asked AI for 3 Stocks to Buy. Here's What It Recommended

Despite a good hisotry of beating the number, this stock is seeing earnings estimates slide lower.

Bear Of The Day: Disney (DIS)

Boeing

Walgreens

Boeing is generating much stronger free cash flow with demand for its airplanes increasing. Disney could enjoy a catalyst if it can forge a good partnership for its ESPN business.

These 3 Dow Jones Stocks Could Soar 19% to 29% Over the Next 12 Months, According to Wall Street

Disney shares hit a fresh nine-year low this month, but the future is brighter than the stock chart. Asset sales could be coming, likely soon given the pending proxy battle.

A Bull Market Could Be Here: 3 Reasons to Buy Disney Stock

Danaher

Fastenal

Everyone in the business media has a suggestion or two of what stocks Warren Buffett should buy or companies Berkshire Hathaway (NYSE: BRK-A , NYSE: BRK-B ) ought to acquire. I've written several articles about Warren Buffett stocks in the past year.

Hey, Warren! 3 Stocks Buffett Should Buy Now.

ESPN is getting less profitable. Disney's entertainment operating margin is less than 4%.

Disney Finally Spilled the Beans on ESPN. But Here's the Real Reason to Buy the Stock.

Disney now separates its sports networks from its entertainment networks in financial reports. The results show there's a lot of room for some media companies to increase their profitability over time.

Disney Just Revealed Why One of Its Biggest Rivals Is the Media Stock to Own

LONDON & NEW YORK--(BUSINESS WIRE)--Today, FitXR, the leading VR workout platform with the largest offering of fitness classes, is bringing Disney's iconic music to its cutting-edge, immersive VR fitness platform. Beginning on October 23rd, FitXR users can access the Disney collection with specially curated classes within each of FitXR's five studios - Box, Dance, HIIT, Sculpt, and Combat. The incorporation of Disney music into these classes creates a magical workout experience like no other. P.

FitXR Brings the Magic of Disney Music to Immersive VR Workouts

Disney is nearing a deal to sell its India operations to Reliance Industries , the Mukesh Ambani-controlled conglomerate whose streaming platform's success has weighed on the U.S. company's business, Bloomberg News reported on Monday.

Reliance nears deal to buy Disney's India business -Bloomberg News

Amazon

Netflix

When Hollywood writers went on strike it took a bite out of some entertainment stocks, but with a deal in place, these are safe stocks to buy now. The streaming space lost a lot of its shine over the past few weeks as the months long strike put a stop to many of the series that have kept people shelling out month after month.

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Roblox

Entertainment stocks to check out in the stock market today.

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Disney's struggles with turning its streaming business into a profitable venture have led to decade lows for the company. ESPN's profits have been a surprising source of revenue for Disney, generating $2.9 billion in operating income in FY22. The reliance on sports programming and affiliate fees highlights the importance of ESPN to Disney's overall profitability.

Disney: ESPN Risk Is A Big Issue (Rating Downgrade)

Salesforce

Intel

DNB Asset Management materially raised an investment in electric-vehicle maker NIO.

A Huge Bank Doubled Down on NIO Stock. It Sold Intel, Salesforce, and Disney.

Netflix is seeing a surge in subscriber growth thanks to its paid sharing program. Roku continues to add users, and ad demand will eventually return.

News for Disney Stock (DIS)