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

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Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

Walt Disney is increasing subscription prices for Disney+ and Hulu, which could drive its DTC business to profitability within a year. The company has experienced subscriber losses again in FQ3, particularly in its Disney+ hotstar service in India. Despite these challenges, cost-cutting measures and subscription price increases support Walt Disney's earnings growth and make it an attractive investment in the streaming market.

Disney: Nearing An Inflection Point (Rating Upgrade)

Agilent Technologies

Cava Group, Inc.

Stride

The Walt Disney Company (NYSE:DIS) is being sued by Hollywood financer TSG Entertainment for allegedly withholding millions of dollars worth of film profits.  The suit, filed Tuesday in Los Angeles Superior Court, accuses Disney and 20th Century Fox of breaching contract by withholding as much as $40 million in profits and signing side agreements to boost its own streaming platform and share price, according to reports.

The Afterhours: Disney sued for withholding profits; Cava, Agilent and Stride report earnings

Disney is being sued by Hollywood financer TSG Entertainment for allegedly withholding millions of dollars worth of film profits.  The suit, filed Tuesday in Los Angeles Superior Court, accuses Disney and 20th Century Fox of breaching contract by withholding profits and signing side agreements to boost its own streaming platform and share price, according to reports.

Disney sued for allegedly withholding profits from Hollywood film financier

TSG Entertainment, which helped co-finance hits including "Avatar: The Way of Water" for Twentieth Century Fox, is suing the studio and its parent company Disney for breach of contract.

Movie financier TSG accuses Disney of depriving it of millions of dollars

The suit, filed by financial company TSG Entertainment, comes two years after actress Scarlett Johansson accused Disney of breaching its contract by releasing ‘Black Widow' on its streaming platform Disney+.

Movie Financier Sues Disney For Allegedly Using Accounting Tricks To Deprive ‘Hundreds Of Millions' In Profit

Disney has been accused of withholding profits from TSG Entertainment, a long-time financing partner of its 20th Century Fox studio.

Disney accused of withholding hundreds of millions of dollars from 'Avatar' sequel financier

TSG Entertainment, which helped co-finance hits including “Avatar: The Way of Water” for Twentieth Century Fox, is suing the studio and its parent company Disney for breach of contract.

Movie Financier TSG Accuses Disney of Depriving It of Millions of Dollars

Pearson PLC

Investors looking for stocks in the Media Conglomerates sector might want to consider either Pearson (PSO) or Walt Disney (DIS). But which of these two stocks offers value investors a better bang for their buck right now?

PSO vs. DIS: Which Stock Should Value Investors Buy Now?

Longtime ESPN SportsCenter anchor Sage Steele is exiting the network after a lawsuit settlement.

Sage Steele departs ESPN following lawsuit settlement

Comcast

Paramount Global

Warner Bros Discovery Inc

The recent earnings report from media conglomerates had similar trends, streaming is still not profitable and ad dollars to linear TV is dropping

Earnings Reports From Media Companies Reveal Common Trends

PayPal

AT&T

In the stock market, finding solid blue-chip investments (at lower valuations) that promise immediate returns and sustained growth can be like navigating a complex maze. But I'm here to help find the best blue-chip stocks to buy.

3 Must-Have Blue-Chip Stocks to Buy Before It's Too Late

“Cancel Disney Plus” is trending on social media, according to CinemaBlend. Of course, “Disney Plus” means Disney+, but that does not matter.

Cancel Disney+

Netflix

The Hollywood actors and writers strikes spotlight many of the difficulties that businesses and workers both face in the post-COVID economy and from the challenges of the growing gig economy and artificial intelligence.

Strict limits on AI would harm unionized actors and writers

Disney's second-quarter financial results beat Wall Street expectations. The company's streaming segment lags Netflix in key metrics.

1 Major Red Flag With Disney's Latest Earnings That Investors Need to Know

Lucasfilm is shutting down its Singapore operations after nearly 20 years in the country. The shuttering comes amid Disney's push to save $5.5 billion in costs this year.

Lucasfilm shutters its Singapore studio after nearly 2 decades in the country amid Disney's plan to save $5.5 billion this year

ESPN's sports betting deal could give it enough fuel to grow in sports content.

Bob Iger's and Disney's $1.5 Billion Bet on Sports Gambling

Only companies with pricing power can succeed with the above-mentioned strategy.

Disney Is Raising Prices and Cutting Costs, a Formula That Could Boost Profits

Penn Entertainment

PENN Entertainment (PENN) is a deep-value stock with a market cap of $3.5 billion and a P/E ratio of 6x earnings. Penn's acquisition of Barstool Sports for $551 million was unsuccessful, but the company is now rebranding as ESPN Bet, capitalizing on the growing sports betting market in the US. ESPN Bet has the potential to generate billions in revenue per year and capture a significant portion of the sports betting market, especially with the support of ESPN's large TV audience.

PENN Entertainment Hits The Jackpot With ESPN Bet: $134 Price Target For 2028

Celsius Holdings

Roku

Disney, Roku, and Celsius Holdings have the right ingredients to beat the market by 2030. Disney and Roku are trading well below their all-time highs, but the catalysts are there for turnarounds.

3 Stocks That Could Turn $1,000 into $5,000 by 2030

Disney risks Bud Light-style boycott as social media users threaten to never spend a single dollar on Disney after the company partnered with a controversial TikTok influencer.

Disney faces Bud Light-style boycott which may send DIS shares crashing

Penn Entertainment plans to rebrand its sportsbook as part of a $2 billion deal with ESPN. This deal comes at an interesting time for Disney, which owns ESPN, and has been struggling with its linear TV assets.

Penn Entertainment Says Goodbye to Barstool Sports. With an ESPN Deal on the Horizon, What's Next?

Airbnb

Chevron

New Linde PLC

Oracle

Oracle, Chevron, Linde, The Walt Disney, and Airbnb are part of the Zacks top Analyst Blog.

The Zacks Analyst Blog Oracle, Chevron, Linde, The Walt Disney, and Airbnb

Disney is raising streaming prices for the second time in a year. It's also looking into new ways to monetize ESPN.

Disney+ Price Hike: Genius Move or Big Mistake?

Hollywood's favorite parlor game of the week: What will Bob Iger do next?

Disney's future, a hot topic among Hollywood elite

Disney stock price has fallen 20% this year, underperforming the market significantly compared to the S&P 500. I see the company's plans to implement cost-cutting measures and its strategy to monetize its streaming platforms as a great sign to improve its future profitability. DIS's strong intellectual properties and global reputation differentiate it from competitors, making it a company with a strong moat.

News for Disney Stock (DIS)