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 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's short-term headwinds include a strike by Hollywood writers and actors. Despite challenges, the entertainment giant's long-term prospects look excellent.

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Disney plans to invest $60 billion in its Parks, Experiences and Products segment over the next decade, double the amount spent in the previous 10 years. The segment accounted for 36.7% of Disney's revenue but 77.3% of its profits, making it crucial for the company's success. The investments will focus on expanding the physical footprint of the segment, introducing new rides and experiences, and targeting a large addressable market of potential customers.

Disney Stock: 60 Billion Reasons To Invest

Disney's share price has been down over the last year but could be in for a price rebound soon. Disney halted its dividend in 2020 to conserve cash due to the pandemic. The company has a forward P/E of 22.4x, indicating it could outperform the market in the coming months.

Walt Disney: Dividend Incoming

Shares of the Walt Disney Co. NYSE: DIS finished higher the week ended September 15 on reports that it was in discussions to sell ABC and other broadcast channels.

Disney Denies Rumors of TV Sale, After Stock Jumps on News

Disney is greatly expanding its investment into theme parks and cruises, the company said Tuesday.

Disney is doubling its investment into parks

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Disney (DIS) is doubling its investment in theme parks, cruises, and experiences over the next ten years amid a surge in revenue from its international theme parks.

Disney to Double Investment in Theme Parks Amid International Resorts Boom

Disney announced Tuesday it will spend heavily on its parks and cruises, with plans to invest $60 billion over the next decade to expand that segment of its business.

Disney to double investment in parks and cruises

The Walt Disney Company (NYSE:DIS) plans to double its investment in its parks division to about $60 billion over ten years, according to a securities filing Tuesday.  The parks, namely Walt Disney World, have faced declining attendance and hotel room occupancies.

Disney to double its investment in theme parks to $60B over the next decade

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The Mouse House will nearly double its spending for the lucrative division to about $60 billion over the next 10 years, according to an SEC filing Tuesday.

Disney stock drops after company reveals plan to double theme park spending

CEO Bob Iger has a lot on his plate, but the Disney board gave him one big task: finding a successor, soon. Filling that position continues to be an intractable headache.

Who Will Succeed King Bob At The Magic Castle? Disney Succession Remains The Biggest Question

Walt Disney Co (NYSE: DIS) is in focus this morning after revealing plans of massively increasing investment in parks and cruises.

Disney to invest $60 billion in parks and cruises

Disney plans to accelerate and expand the investment in its parks segment over the course of about 10 years to approximately $60 billion.

Disney to Nearly Double Investment in Its Parks Business. The Stock Is Falling.

Disney shares pulled back 2% in early trading after the media giant unveiled a comprehensive plan to double its investment in theme parks to $60 billion over the next 10 years.

Disney Stock Slips After Media Giant Unveils Plan To Double Spending On Theme Parks To $60B Over Next 10 Years

Parks revenue has long been a bright spot for the company that has helped offset losses from its streaming division and other areas.

Disney to Invest $60 Billion in Theme Parks, Cruises Over Next Decade

The Walt Disney Co. DIS, -0.65% is expanding its investment in Disney Parks, Experiences and Products to almost double, reaching approximately $60 billion over approximately the next 10 years. The investment will include investing in expanding and enhancing domestic and international parks and cruise line capacity and prioritizing projects anticipated to generate strong returns, according to an SEC filing.

Disney to double Parks investment to $60 billion over the next 10 years

Disney said it will nearly double its planned investment in the parks and cruises business.

Disney plans to speed up and expand investment in parks and cruises business

Amid uncertainty for the company's film and TV divisions, the investment over the next decade doubles the outlay in the last 10 years.

Disney, Challenged Elsewhere, Plans to Spend $60 Billion on Parks and Cruises

According to Bloomberg, Disney no longer expects to reach 215 million-245 million Disney+ subscribers next year. The news comes as the company has shifted its focus to streaming profitability.

Disney Just Slashed Its Streaming Subscriber Target. Should You Be Worried?

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The WGA and the AMPTP will start talking again. Dual writers and actors strikes have shut down Hollywood.

Writers union will resume strike negotiations with studios this week

The black bear was reported in a tree, shutting down three lands in Disney's Magic Kingdom Park.

News for Disney Stock (DIS)