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

Disney as we know it may not have many days left.

Is Iger Really Breaking Up Disney?

Amazon

Deere & Company

Delving into the realm of robotics makes investing in the future more exciting than ever. The story of the new age is intricately woven around artificial intelligence and robotics, and this sector presents high return possibilities, making certain robotics stocks potential millionaire makers.

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The entertainment giant is in the midst of a cost-cutting push, but that can only help so much, according to Nollen. His list of “concerning” revenue trends is growing, and he thinks those dynamics could weigh on Disney's DIS, +0.12% narrative going forward.

Disney faces several ‘concerning' trends that are making one analyst ‘more nervous'

Netflix

Warner Bros Discovery Inc

Diller proposes executive pay cuts paired with lower fees to the highest-paid actors. Delayed resolution to the strikes could lead to financial catastrophe in the Hollywood Hills.

Barry Diller Suggests 25% Hollywood Pay Cuts: Are Netflix, Disney, and Warner Brothers in Trouble?

The fate of Hulu appears to be another high stakes poker game between Disney and Comcast that is poised to alter the future landscape of the streaming wars. Shifting focus exclusively to Disney+ makes sense on paper, but the competitive dynamics of Hulu create a complex dilemma for Bob Iger. Competitors stand to benefit if the Hulu brand falls into their hands as the second tier of streaming platforms need a boost to survive.

Disney's Dilemma: Hulu Is Poised To Reshape The Streaming Wars Once Again

Alphabet

An Indian court on Tuesday said Google cannot remove Disney's streaming service from its app store in the country and should receive a lower 4% fee for in-app purchases, a significant challenge to its payments business model.

India court says Google cannot remove Disney app in tussle over in-app charges

Disney CEO Bob Iger recently painted a gloomy outlook for the linear networks segment. In Q1, the penetration of pay-TV services in occupied U.S. households fell to its lowest levels since 1992, validating CEO Iger's fears. In the most recent fiscal year, the linear networks segment played a crucial role in driving operating profitability higher despite reporting lackluster growth.

Disney: Major Changes Are Coming

CEO Bob Iger recently hinted that Disney could sell off some or even all of its linear television channels, as they are not "core" to the company. Linear (broadcast and cable) television, however, is actually one of Disney's bigger and more profitable segments.

Disney's TV Business Is on the Chopping Block, According to CEO: What It Could Mean for the Company

Progressive

AT&T

Investors use various investing strategies, including momentum and value investing. Bottom fishing involves buying stocks at lows to play the recovery.

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Advanced Micro Devices

Alibaba

Costco

Uber

Walmart

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Wall Street Says Buy These 7 Stocks, Don't Listen

Disney's "Elemental" is now Disney's biggest domestic box office winner for an animated feature since 2019, and the top non-sequel release since 2017. The movie has fared even better internationally, topping $300 million in global ticket sales over the weekend.

Is Disney Turning the Corner in Animation?

“I'm looking forward to a time where maybe AI does earnings calls for me,” Iger quipped during a May earnings call.

Disney CEO Bob Iger jokes about AI replacing him — just months before actor's strike

Iger's return comes during a challenging period due to the pandemic, which severely affected Disney's key revenue streams, especially its theme parks. Despite facing competition in the theme park industry and challenges with its streaming service, Disney remains in a bullish position with potential for significant growth in the near future. The current DIS stock price suggests a potential buy opportunity for long-term investors, with a support zone between $80-$88.

Disney: The Ideal Buy Now (Technical Analysis)

Netflix will kick off media earnings season this week as the industry reckons with one of its most tumultuous periods in years.

The media industry is in turmoil, and that's not changing any time soon

Nearly 15,000 disenchanted Disneyland Paris fans have signed a petition demanding that it reinstates perks to the most expensive park tickets after benefits were cut from a new range which costs more than its predecessor.

Disneyland Paris Loses Its Sparkle As Nearly 15,000 Fans Sign Petition To Bring Back Ticket Perks

Walt Disney CEO Reveals Deep-Seated Reasons for Postponing Retirement Amidst Industry Disruptions.

Disney's Magical Transformation: Investors Set for Thrilling Ride

Disney's temporary CEO, brought in to renew growth, now has more time to get the job done. Iger already is planning for more than $5 billion in cost savings.

Disney CEO Bob Iger Is Staying Longer. Is the Stock a Buy?

The 72-year-old Iger has even been known to joke that he reassumed the CEO job at the wrong time, according to The Wall Street Journal.

Bob Iger stressed over cleaning up Disney mess: report

Carnival

Carnival and Disney paused dividend payments due to complications from the pandemic.

Which Is More Likely to Resume Dividends? Carnival Stock or Disney Stock?

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Eaton

In 2015, I started publishing updates regarding my dividend growth portfolio, and I keep doing so every quarter. This is part of being transparent with my readers, so they can see what I hold and its correlation with my writing. This article summarizes Q2 of 2023 and focuses on goals, current holdings, allocation, sales, and buys.

News for Disney Stock (DIS)