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

Penn Entertainment

Walt Disney's ESPN and casino-owner Penn Entertainment have agreed to jointly launch a sports betting business under the brand ESPN Bet, the two companies said on Tuesday.

Disney's ESPN inks $2 bln deal with Penn to launch sports betting business

Walt Disney Co.'s DIS, +1.50% ESPN on Tuesday announced an agreement with Penn Entertainment Inc. PENN, -0.68% to launch ESPN Bet, a branded sportsbook for fans in the U.S. Penn Entertainment will rebrand its current sportsbook and relaunch as ESPN Bet in the fall in 16 legalized betting states where Penn Entertainment is licensed. The rebrand — which includes the mobile app, website, and mobile website — sent Penn's stock up 23% in after-hours trading Tuesday.

ESPN, Penn agree to launch sportsbook ESPN Bet in fall

Disney has wrapped up its 2023-24 upfront sales process, with gains in sports and streaming helping it return to 2022 revenue and volume levels. The media giant reported strong buyer interest in live events; addressable inventory across sports and entertainment, including Hulu and Disney+ ad tier; and programmatic and measurement offerings.

Disney Sports And Streaming Gains Help Company's Upfront Sales Return To Last Year's Revenue And Volume Levels

Disney's (DIS) third-quarter fiscal 2023 results are likely to reflect declining Disney+ subscriber growth, as well as the weak contribution from theatrical releases.

Disney (DIS) to Post Q3 Earnings: Disney+ User Growth in Focus

Disney stock muted ahead of earnings late Thursday as the Dow Jones entertainment giant faces high content costs, slowing streaming growth.

Disney Stock: Dow Jones Giant Battles Content Costs, Streaming Struggles With Earnings Due

The Walt Disney Company (NYSE:DIS) will report earnings after the closing bell on Wednesday, and investors will hoping for a better result than the company's prior quarter showing which sunk its shares by nearly double digits.  The media and entertainment titan is projected to post fiscal third-quarter revenue of $22.48 billion and earnings of $0.97 per share, compared to $21.5 billion and $0.77 per share, respectively, in the year-ago quarter.

Disney looks for theme park revenue growth to drive 3Q results Wednesday

Alibaba

Coeur Mining

After U.S. markets closed on Monday, Lucid Group missed estimates on both the top and bottom lines but said it is on track to reach its production goal of more than 10,000 electric vehicles (EVs) for the year.

Earnings Previews: Alibaba, Coeur Mining, Disney

Disney is expected to publish its Q3 2023 results on August 9.

Will Slowing Streaming Growth Impact Disney's Q3 Results?

Walt Disney has created a task force to study artificial intelligence and how it can be applied across the entertainment conglomerate, even as Hollywood writers and actors battle to limit the industry's exploitation of the technology.

Focus: Disney creates task force to explore AI and cut costs -sources

Paramount Global

Paramount grew subscription revenue in its streaming segment by 47% in the quarter, driving a beat in total revenue.

Paramount Stock Jumps on Streaming Progress. The Pressure's Now on Disney.

That question hangs over Walt Disney Co. as it prepares to report fiscal third-quarter results on Wednesday.

Disney earnings preview: How much magic is left in the kingdom?

Medical Properties Trust

ZIM Integrated Shipping Services

Today, we'll look at three long-term stocks down 15% or more that investors should consider buying while they are on sale. With stocks ripping higher in 2023, it may feel as though you have missed the boat and the easy gains have already been made.

Looking for a Bargain? 3 Long-Term Stocks to Buy That Are Down 15% in 2023

BioNTech SE

Palantir Technologies

Earnings season rolls along this week, with reports also due from Paramount, Eli Lilly, Wynn Resorts, and many more. And look out for crucial inflation indicators in economic data to be released at week's end.

Disney, UPS, and More Stocks to Watch This Week

So which earnings am I watching next week?

Palantir and Disney: 2 Earnings Calls You Can't Miss

Sony

It's been a massive week for earnings, with many companies pulling the curtain back and unveiling what's transpired behind the scenes in Q2. And next week, these three notable companies are on the reporting docket.

3 Upcoming Quarterly Reports Investors Can't Ignore

The return to The Walt Disney Company of former executives Kevin Mayer and Tom Staggs has sparked interest in the stock, but their presence alone won't transform the company. Disney needs to move away from its old business model and find new sources of content to drive growth. Investors must consider whether they want to be associated with the current management and board, and whether they believe in their ability to navigate the challenges facing the industry.

Disney: Arrival Of Mayer And Staggs Shouldn't Be Overplayed

Generating poor box office results with its summer films, The Walt Disney Co.'s ( DIS , Financial) theme parks have recently taken center stage.

Disney's Winning Playbook

ESPN's talks with potential strategic partners are touching on several roles the sports-TV giant could play in the streaming world, including as a major broadcaster of games in local markets.

Disney's ESPN Plots Its Streaming Future, Seeking Tie-Ups With Leagues and Rivals

Lucid Group

Warner Bros Discovery Inc

While growth stocks have come back into favor this year, there are a number of growth stocks down 20% or more from their 2023 highs. While some might see this as a red flag, astute investors recognize it as a potential opportunity.

Looking for a Bargain? 3 Growth Stocks to Buy Down 20% in 2023

Disney CEO Bob Iger has enlisted the help of two former Disney executives to figure out the best plan forward for ESPN.

Disney CEO Bob Iger wants minority partners for ESPN, but landing a deal won't be easy

As DVD drop, Disney citing streaming video, will no longer be shipping SVDs to Australia and New Zealand markets.

With Sales Dropping, Disney Will No Longer Sell DVDs In Australia

Turkey's ruling party has criticised a reported decision by Walt Disney Co's Disney+ not to broadcast a documentary about modern Turkey's founder Mustafa Kemal Ataturk on its streaming service.

Turkish ruling party criticises reported decision not to stream Disney+ 'Ataturk' series

TEGNA

GAMCO Investors Chairman and CEO Mario Gabelli sees significant upside in several media stocks over the next couple of years.

Mario Gabelli Sees Significant Opportunity In Disney, Paramount And This Overlooked Media Stock: 'You're Going To Make 50%' - Tegna (NYSE:TGNA)

GLENDALE, Calif.--(BUSINESS WIRE)--Today, Disney kicks off its “Wonder of Princess” festivities, as part of the on-going celebration of 100 years of Disney, with a magical line-up of new Consumer Product, Games and Publishing offerings that fans can expect to find this August. The month-long celebration of the iconic Disney Princess brand and its beloved characters will culminate with the return of World Princess Week, a global extravaganza that highlights the impact of the timeless magic and b.

Disney Kicks Off “Wonder of Princess” Month in August With Magical Lineup of New Collaborations

Disney's stock has fallen significantly in value and public sentiment towards the company has declined but seems to be improving. The company's financial overview shows growth in assets and recent job cuts and cost-cutting measures are expected to improve profitability. Disney has faced criticism from both liberals and conservatives, impacting its reputation and brand image, but these concerns are fading.

News for Disney Stock (DIS)