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

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 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.

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

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Income tax payable

Non-current liabilities

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Stockholders equity

Minority interest

Total liabilities & equity

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Net debt

Book value per share

Cash from operations

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Change in working capital

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Purchase/sale of investments

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Cash from financing

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Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

A steady cadence of price increases is forcing streaming consumers to selectively cancel certain services. The industry has focused far too much on quantity, leaving subscribers overwhelmed.

Disney's Streaming Business Needs Help. Owning All of Hulu Probably Won't Provide It.

The Walt Disney Company has factors in its favor despite an overall difficult operating environment.

Great News for Disney Stock Investors

Charter Communications

Football's availability this year highlights how much of the TV industry remains in flux years after cord-cutting became de rigueur—and as cable blackouts become more common.

Why Is Football So Hard to Watch This Year? Look Past the Disney-Charter Dispute.

Football fans will be the next biggest losers if an epic battle between Walt Disney and Charter Communications fails to settle before the kickoff of Monday Night Football next week.

Charter-Disney cable TV dispute leaves some NFL, U.S. Open fans in the dark

A breakdown in negotiations could lead to viewers missing the US Open finals and NFL Monday Night Football.

Disney and Spectrum Clash Leaves Millions Without ESPN Access

TV viewers may disagree on most things, but they seem aligned on not wanting to be caught in the middle of a contract battle between two corporate entities. The pay-TV stalemate that has left millions of Spectrum cable subscribers unable to watch more than a dozen Disney-owned television networks is showing no signs of letting up.

Disney stokes anger with ads for the bundle while its channels are dark on Spectrum

The Walt Disney Company agreed to pay $9.5 million to settle a class-action lawsuit that accused the entertainment giant of "deceptive business practices" in regards to its Disneyland annual pass program.

Disney agrees to $9.5 million settlement over Magic Key annual pass dispute

With the industry paying close attention, the impasse on the Charter-Disney subscriber fee negotiations enters it second week, with no resolution in sight.

The Charter-Disney Negotiations Impasse Will Change Cable & Streaming

Disney (DIS) reported earnings 30 days ago. What's next for the stock?

Why Is Disney (DIS) Down 12.2% Since Last Earnings Report?

Dispute with Charter has left millions without access to football and the U.S. Open—and could mean a permanent change to the business as customers flee to streaming at an accelerated pace

Disney Fight Marks Cable TV's Last Stand

Apple

Bob Iger's showed interest in teaming up with Apple as early as in 2006, when Disney acquired Pixar, which was then chaired by Apple founder Steve Jobs. The $7.4 billion deal led to a close friendship between the two.

Disney execs reportedly think CEO Bob Iger's ‘end game' is to sell company to Apple

Shares of Disney aren't just down over the last year; they're down over the last five years, too. The media giant's big content spending has weighed on the company's profitability.

Time to Buy Disney Stock?

The House of Mouse is struggling to adapt to changing consumer behavior.

1 Red Flag for Disney Stock Investors

“I apologize that our consumers have been put in the middle here, but we felt it was worth it,” Chris Winfrey said.

Charter CEO emphasizes urgency in resolving Disney carriage dispute

Walt Disney Co. shares were falling toward their longest losing streak in almost a year as the company's feud with Charter Communications Inc. continues.

Disney's stock heads for longest losing streak in nearly a year as Spectrum dispute wears on

Shares of Walt Disney Co. DIS are hovering around $80 Thursday, potentially setting up its lowest close in nearly a decade, as the media giant navigates two Hollywood strikes, a high-profile battle over fees with large cable operator Charter Communications Inc. CHTR and the prospect of sustained losses in its TV and streaming businesses.

Disney's stock threatens to close at lowest price in nearly a decade

DraftKings

Flutter Entertainment PLC

Kickoff is scheduled for 8:20 p.m. Eastern on Thursday when the Kansas City Chiefs go up against the Detroit Lions.

NFL Games Are Back. These 3 Stocks Could Win Football Season.

Charter Communications Chief Executive Chris Winfrey said he has a sense of urgency to resolve a distribution dispute with Walt Disney , in remarks on Thursday at the Goldman Sachs Communacopia + Technology conference in San Francisco.

Charter CEO says it is urgent to resolve distribution dispute with Disney

Comcast

Comcast (NASDAQ:CMCSA) has moved forward the date for the sale of its stake in the Hulu streaming venture with Disney to the end of the month (September).  “As of September 30, after some short period of time, Disney can call, we can put, and I believe that's what will end up happening,”  Brian Roberts, Comcast chief executive said at a conference on Wednesday : Disney and Comcast own Hulu 66%/33% respectively.

Hulu sale date brought forward by Comcast and Disney

Comcast CEO Brian Roberts revealed that he and Disney CEO Bob Iger agreed to move up the date to begin closing the Hulu deal. The agreement dates back to 2019, when Disney took operational control of the streaming service.

Bob Iger and Brian Roberts Are Set to Begin Hammering Out Details for Disney to Acquire Comcast's One-Third Stake in Hulu

Add to Disney's long list of problems that Disney+ is among the most canceled streaming services based on data from Vorhaus Advisors, according to Yahoo!

Disney+ Cancel Rate at 18%

PayPal

Teladoc

Teladoc, Disney, and PayPal are all leaders in their industries. Yet, the shares of all three are trading near multi-year lows.

3 Absurdly Discounted Stocks That Are Too Cheap to Ignore

The shares of Walt Disney (NYSE: DIS) have experienced a sustained downturn, plummeting to $80.98, marking a disheartening decline of $18.08 or 18.25% over the past six months.

Disney stock hits a 10-year low as DIS battles to hold above $80

Netflix

Paramount Global

In the rapidly evolving digital era, the allure of the best streaming video stocks is undeniable. Delving deeper, the streaming ecosystem extends far beyond just broadcasting content.

3 Best Ways to Profit From the Seismic Shift to Streaming Video

The timing of the price drop comes as Disney+ is set to release a wave of new movies such as Pixar's "Elemental" and the live-action adaptation of "The Little Mermaid."

News for Disney Stock (DIS)