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

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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 Q4 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.

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Net income

Earnings per share

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That was activist investor Nelson Peltz, who is currently in the midst of a battle for a seat on the board of the Walt Disney Company DIS, +3.99% , during a Thursday interview with CNBC's “Squawk on the Street.”

Disney braces for board battle — investor Nelson Peltz wants to ‘Restore the Magic'

Disney stock rose Thursday after appointing Nike's chairman to lead its board. But a proxy battle with activist investor Nelson Peltz looms.

Disney Stock Rises On New Chairman; Nelson Peltz Plots Proxy Fight

Activist investor Nelson Peltz wants a Disney board seat, but his argument should be focused on succession planning rather than stock performance.

Disney board exposed itself to activist intervention, but Peltz may be overreaching

Disney's pushback against Nelson Peltz highlights the ongoing tension between outsiders and established leadership.

Nelson Peltz vs. Disney: Battle for control heats up

Disney has chosen former Nike CEO Mark Parker to chair its board. Parker, who is now executive chairman at Nike, will become chairman of the Disney board of directors following its annual shareholder meeting, the company said in a Wednesday (Jan. 11) press release.

Disney Picks Nike's Mark Parker to Lead Its Board

Disney (DIS) shares are rising 3% in early trading Thursday after activist investor Nelson Peltz and his Trian Fund Management, which owns approximately $800 million in Disney shares, launched a proxy fight for a seat on Disney's board of directors.

Disney Faces Proxy Fight From Activist Investor Nelson Peltz

Disney (NYSE: DIS ) stock is a hot topic among traders as the company prepares for a battle with an activist investor. Trian Partners is behind this with its nomination of Nelson Peltz to the company's Board of Directors.

DIS Stock Alert: What to Know About Disney ‘s Activist Investor Battle

Look a little deeper when making investing decisions.

What the Smartest Investors Know About Disney Stock

Disney will be facing Nelson Peltz's Trian Fund Management in a proxy fight.

Nelson Peltz lays out his case for Disney proxy fight, slams Fox acquisition

Disney will try to build on its momentum with a strong slate of releases this year.

After "Avatar: The Way of Water," Could Disney Have Another $1 Billion Blockbuster in Store for 2023?

Taiwan Semiconductor Manufacturing

Investors have looked for signs of economic stress on companies in tech and consumer-facing industries.

Why Disney and Taiwan Semi Stocks Moved Higher Thursday

Walt Disney Co. (NYSE: DIS) management is up against a take-no-prisoners activist investor.

Disney Suffers Huge Attack

CVS Health

Buffett isn't concerned when stock prices fall.

Take Warren Buffett's Advice and Do This During the Bear Market

The Walt Disney Company (NYSE:DIS) will appoint ex-Nike executive chairman Mark Parker to head its board after its next annual meeting, as it attempts to ward off activist investor Nelson Peltz. Peltz was confirmed to be going for a role on the company's board by his asset management firm Trian Fund Management, which described Disney as being “in crisis” given its recent “disappointing” performance.

Disney names new chair amid showdown with activist investor Peltz

Billionaire Nelson Peltz on Thursday launched a fight for a board seat at Walt Disney Co to help turnaround the company that he said was "in crisis" due to failed succession planning, mounting streaming losses and overspending on 21st Century Fox's acquisition.

Activist investor Peltz kicks off battle for Disney board seat

The proxy contest pits Nelson Peltz against Disney CEO Bob Iger, who returned as chief executive in November.

Disney Faces Boardroom Battle With Activist Investor Nelson Peltz

Walt Disney Co (NYSE: DIS) is trading up in extended hours after naming Mark Parker its Chairman of the Board. Disney is opposing activist Nelson Peltz Parker has previously served for four decades in a similar capacity at Nike Inc.

Lebenthal is ‘cautiously optimistic' as Disney preps for proxy fight

The company on Wednesday named independent director and Nike Executive Chairman Mark Parker as its next chairman, replacing Susan Arnold, who will not stand for re-election.

Disney snubs activist investor Nelson Peltz, names Nike's Mark Parker as chairman

NEW YORK--( BUSINESS WIRE )--Trian Fund Management, L.P. (“Trian”), whose investment funds collectively own approximately 9.4 million common shares of The Walt Disney Company (NYSE: DIS) (“Disney” or the “Company”) valued at approximately $900 millioni, tomorrow will file a preliminary proxy statement with the Securities and Exchange Commission for the election of Nelson Peltz, its Chief Executive Officer and Founding Partner, to Disney's Board of Directors at the 2023 Annual Meeting of Shareholders.

Trian Nominates Nelson Peltz for Election to Disney Board

The Walt Disney Company has picked Nike executive chairman Mark Parker to become the next chairman of its board, the company announced on Wednesday.

Disney picks Nike executive chairman to helm the entertainment giant's board

Boeing

Sand Hill Global Advisors' Brenda Vingiello laid out her top stocks for 2023 Wednesday afternoon on CNBC's "Fast Money Halftime Report." Here's a look at her three best ideas for the year.

Why Disney, Boeing And CVS Are This Investor's Top Stocks For 2023

Disney's move comes less than two months after the return of CEO Bob Iger. Parker's appointment becomes effective March 9.

Disney names former Nike CEO Mark Parker as its next chairman

Trian Fund Management LP plans to mount a proxy fight for a seat on Walt Disney Co.'s board, adding to the challenges for CEO Robert Iger.

Nelson Peltz Plans Proxy Fight Against Disney

Walt Disney said it's Board of Directors elected independent director Mark G. Parker chairman of the Board, effective following the annual meeting of shareholders. It also said investor Trian Group has nominated Nelson Peltz for a seat on the board in opposition to the company's slate, and asked for changes to the company's bylaws.

Disney Elects Mark Parker Board Chairman, Replacing Susan Arnold; Activist Investor Nelson Peltz Also Seeking A Seat

Walt Disney Co.'s DIS, +0.81% board of directors on Wednesday announced it has elected independent director Mark Parker as chairman. Parker, a seven-year member of Disney's board and executive chairman of Nike Inc. NKE, +1.67% , will succeed Susan Arnold, who fulfilled a 15-year term limit on the board.

News for Disney Stock (DIS)