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.

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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.

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Disney CEO Bob Iger said the company was open to the idea of selling off several of its linear TV properties, saying the business is “broken.”

Disney Might Sell Off TV Assets Like ABC, Bob Iger Says

Walt Disney appears likely to bottom out at or just above its monthly value level for July at $85.02.

Disney Shares Are Bottoming. Here's How To Buy And Sell The Stock Now

Disney's board agreed to extend Bob Iger's CEO contract through the end of 2026. There are too many problems that would not be resolved by the end of his initial two-year term that was set to conclude in 2024.

5 Reasons Disney Is Keeping Bob Iger Around Until 2026

That is Walt Disney Co. Chief Executive Bob Iger, who said Thursday he'll be taking a hard look at the company's linear media businesses in the process.

Disney's Bob Iger says traditional TV is near ‘obsolescence' — and teases possible asset sale

Disney CEO Bob Iger said Thursday on CNBC that the company will cut back on its content creation for major franchises Marvel and Star Wars.

Disney pulling back on making Marvel, Star Wars content, Iger says

CEO Robert Iger said legacy TV networks, including ABC and FX, may not be core to Disney.

Disney's Iger Hints at Strategic Partner for ESPN

Walt Disney wants to keep ESPN and will look for strategic partners to form a joint venture or buy a stake in the sports network to help take it directly to consumers, CEO Robert Iger said on Thursday in an interview to CNBC.

Disney wants to keep ESPN, could offload some traditional TV assets, Iger says

Bob Iger extends his stay at the House of Mouse as the Disney CEO searches for a successor, implements restructuring plan. Disney stock rises

Bob Iger Gets More Time To Renovate The House Of Mouse, Disney Stock Rises

Disney is open to selling a stake in ESPN and is looking for a strategic partner as it prepares its transition to streaming, CEO Bob Iger said in an interview.

Disney is open to finding a new strategic partner for ESPN, Iger says

Disney CEO Bob Iger appeared for an interview with CNBC's David Faber hours after announcing a contract extension through 2026.

Disney CEO Iger opens door to unloading TV assets as linear business struggles

Under the new agreement, he will remain at the helm of the company until at least 2026.

Disney Investors Welcome Bob Iger's Contract Extension. The CEO's Work Isn't Done.

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Disney Makes Mistake With CEO Iger

The Walt Disney Company (NYSE:DIS) has extended the contract of returning chief executive officer Bob Iger for an extra two years, the media conglomerate confirmed on Thursday. The experienced leader came out of retirement in 2022 to return to the struggling company after difficulties with the film and television side of the business weighed down performance.

Disney extends contracts of boss Bob Iger for two years

ViaSat

The Walt Disney Co.‘s DIS, +0.74% stock rose 1%. The company's board extended Chief Executive Bob Iger's contract for two more years through December 2026.

Disney shares advance as Iger contract extended, Viasat shares plunge on satellite issues and more stocks on the move

Disney said Wednesday it had added two years to CEO Bob Iger's contract, making it now run until the end of 2026. His deal originally ended next year.

Disney CEO Bob Iger gets two-year contract extension

Repairing the crumbling castle that is the Walt Disney Co. is turning out to be a more complex and longer-than-expected job for Bob Iger.

Bob Iger's repairs at Disney's crumbling castle need more time

Disney CEO Bob Iger is sticking around for another two years, the company announced Wednesday. That means his contract, previously set to expire next year, will now run through the end of 2026.

Disney CEO Bob Iger will stick around through 2026, extending his run by 2 years after his surprise return late last year

The entertainment giant's board unanimously voted to extend his contract by two years.

Disney Extends CEO Robert Iger's Contract Through 2026

Disney DIS, +0.74% said late Wednesday that its board has extended the chief executive's contract through December 2026, praising Iger's “successful leadership record and ongoing strategic transformation of the company.”

Disney extends CEO Bob Iger's contract through 2026

The board agreed to extend Iger's contract by two years as it ensures "continuity of leadership during the company's ongoing transformation," Disney said in a statement.

Bob Iger extends reign as Disney CEO through 2026

Walt Disney's board on Wednesday extended Chief Executive Officer Robert Iger's contract by two years as the experienced leader who came out of retirement in 2022 battles long-term challenges to its film and television businesses.

Disney board extends CEO Bob Iger's contract for two years

Bob Iger will not be handing Disney over to a successor next year after all. Originally back as Mouse House CEO for just two years, Iger's contract has now been extended to 2026, the company announced today.

Bob Iger To Keep Running Disney Until 2026; Originally Supposed To Exit In 2024

Iger had previously told CNBC that he had no intention to stay longer than two years in the post after he returned in November.

Disney extends CEO Bob Iger's contract through 2026, two years longer than planned

BURBANK, Calif.--(BUSINESS WIRE)--The Walt Disney Company (NYSE: DIS) Board of Directors announced today that Robert A. Iger has agreed to continue to serve as Chief Executive Officer through December 31, 2026. In voting unanimously to extend Mr. Iger's contract by two years, the independent members of the Board of Directors noted that Iger's extension provides continuity of leadership during the Company's ongoing transformation, and allows more time to execute a transition plan for CEO success.

The Walt Disney Company Board of Directors Extends Robert A. Iger's Contract as CEO Through 2026

It's not just anecdotal anymore: County tourist tax collections show weak travel trends in Florida. There are plenty of reasons for the slowdown, but the park operators have expanded the potential of per-capita revenue in recent years.

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