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

With the unexpected return of Bob Iger last month for a new stint as Disney CEO, the entertainment giant's veteran chief financial officer Christine McCarthy has emerged as a leading contender to take over the top job.

Disney's Christine McCarthy Emerges As Top CEO Contender To Succeed Bob Iger; CFO Was King Killer Who Took Down Bob Chapek

Bob Iger is back, bringing a lot of excitement and scrutiny to Disney. I offer my thoughts on his return, including that cutting costs may be his biggest role.

Maybe It's The Bob Iger Company, Not Walt Disney

Abbott Labs

Target

These top stocks look like a deal right now.

Got $500? Where to Invest It Before 2023

Netflix

The streaming war is becoming a revenue growth war. The question is: who has better capabilities to generate more revenue from its subscribers over the long term? Both of the streaming giants are shifting the focus to ad-supported tiers which will generate a substantial amount of revenue in the upcoming years.

Disney Vs. Netflix: Who Is Going To Be The New King Of Streaming?

Bob Chapek's firing poses one question: why did it take so long for the Disney board to realize he was not the guy to succeed Robert Iger? Disney may be too big to go forward in the new post pandemic world where all entertainment business models face daunting challenges.

Disney: Once Great, But Now A Broken Business Model Awaiting A New Construct

Robert Iger is rightly focused on streaming profit, but Walt Disney's marquee franchises can't be serviced on the cheap.

Disney Needs to Do More With Less on Streaming

Apple

Last month, Apple and Disney were the worst performers in the blue chip index.

Is It Time to Buy the Dow Jones' 2 Worst-Performing November Stocks?

There are several internal and external candidates who could take over as Disney CEO after Bob Iger ends his tenure there.

Who will be Disney's next CEO? Here are the top contenders to succeed Bob Iger

CrowdStrike

NextEra Energy

A reasonably small amount of cash can go a long way when invested in top-notch companies.

Got $300? 4 Sensational Stocks That Make for Rock-Solid End-of-Year Buys

AMETEK

Amazon

AppHarvest

Bed Bath & Beyond

Avis Budget Group

Costco

Ford Motor Company

General Motors

Alphabet

Home Depot

NIKE

Peloton

Starbucks

Tesla

Taiwan Semiconductor Manufacturing

Walker & Dunlop

Zillow

Plus, we talk with Scott Galloway, author of "Adrift: America in 100 Charts."

Stocks to Be Thankful for and Stocks to Avoid

On the same day that Bob Iger returned to Disney, there was also news that Trian Fund Management snapped up a stake in the entertainment giant.

An uphill battle could await activist Trian as the firm snaps up a stake in Disney

Buying these two excellent stocks could increase your wealth in the long run.

The Best Stocks to Buy With $500 Right Now in December

Etsy

Intuitive Surgical

These companies offer solid buying opportunities right now.

5 Monster Stocks to Buy Before 2023

Gov. Ron DeSantis' office denied a bombshell report Friday morning claiming that state lawmakers were considering reversing their earlier fight with Walt Disney World, insisting the state will still punish Disney for opposing its policies.

DeSantis Denies Reports That Florida Lawmakers Are Backtracking On Punishing Disney

Florida lawmakers are drafting legislation to stop the special district governing Walt Disney World from being dissolved—after the lawmakers were the ones who ordered that dissolution in the first place—the Financial Times reports.

Florida Lawmakers Reportedly Backtracking On Punishing Disney After Iger Reinstated

Salesforce

Intel

The Dow Jones Industrial Average contains three amazing deals hiding in plain sight for opportunistic investors.

3 Dow Stocks That Are Phenomenal End-of-Year Buys

Florida lawmakers are working on a plan that could resolve the conflict that developed between Gov. DeSantis and the Walt Disney Company.

Florida may reverse decision on Disney's Reedy Creek District: report

Florida lawmakers are mulling plans to reverse a move that would strip Walt Disney Co. of its right to operate a private government around its famous theme-parks, the Financial Times reported on Friday, citing people briefed on the plan.

Florida mulls U-turn on move to strip Disney theme-parks of self-governing status - FT

Tension flared over plans to take control of marketing and other decisions away from content chiefs at Disney.

Disney Plan to Restructure, on McKinsey's Advice, Caused Uproar

Disney's challenges could be Netflix's opportunities.

Better Buy: Walt Disney vs. Netflix

After tumbling this year, the entertainment stock could be poised for a recovery in 2023.

3 Reasons to Bet on Disney Stock in 2023

The veteran CEO's handpicked successor promptly flopped. Now he has two years to help make it right.

Bob Iger Is Back at Disney to Fix His One Big Failure

Disney, back in 2016, began the process to acquire BAMTech by buying a 33% stake for $1 billion to allow it to sell more content directly to consumers.

Disney buys MLB's stake in streaming firm BAMTech for $900M

Advanced Micro Devices

While it's easy to associate Reddit with riskier financial plays, many stocks boast massive potential for long-term gains. These companies have plenty to offer to investors willing to look past their sensational headlines and dig deeper into their fundamentals.

News for Disney Stock (DIS)