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.

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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

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Cash from financing

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Cash from other sources

Net change in cash

Free cash flow

The company said Chapek stepped down from his position and that Iger, who retired from Disney at the end of 2021, will serve as CEO for two years in an announcement Sunday night.

Disney ousts Bob Chapek, brings back Bob Iger as CEO

Disney's Bob Iger reached out to House of Mouse employees Sunday with the the shocking news that he's replacing Bob Chapek as chief executive, effectively immediately, noting “an incredible sense of gratitude and humility—and, I must admit, a bit of amazement.” He's not the only one.

Bob Iger Returns To Disney With “Gratitude”, “Humility” And “A Bit Of Amazement”

Iger disapproved of several of Chapek's changes to Disney despite handpicking him as his successor in early 2020.

Bob Iger's stunning return as Disney CEO throws all of Bob Chapek's major decisions into question

Two years since retiring, Iger has been reinstated as CEO of the Mouse House.

Bob Iger Is Back as Disney CEO After 2 Years

The Walt Disney Company has welcomed back Bob Iger as CEO, after less than a year in retirement. He will serve as CEO for a second time for the next two years.

Bob Iger returns as Disney CEO after less than a year in retirement

Iger will replace Bob Chapek, who took over as Disney CEO in February 2020.

Bob Iger returning to Disney as CEO for two years

In a move that shocked Hollywood, Bob Iger, one of the most notable CEOs in the history of the Walt Disney company, is returning to run the media empire.

Bob Iger named Disney CEO in shock development

The company announced its snap decision to replace Chapek on Sunday, reinstating the company's longtime CEO.

Ex-Disney CEO Bob Iger is back in charge of the company, 2 years after handing over the reigns to Bob Chapek

Disney said today that Bob Iger is returning to head the company as Bob Chapek is stepping down from the CEO post. Iger, who officially left the company last year, is set to take the command immediately.

Bob Iger is returning to head Disney as Bob Chapek steps down

Bob Iger is returning to the helm of Disney after CEO Bob Chapek resigned.

Disney Makes Changes at the Top. Iger Is In, Chapek Is Out.

Walt Disney's board replaced Chief Executive Bob Chapek with Robert Iger, the company's former chairman and CEO who left the company at the end of last year.

Walt Disney Names Bob Iger CEO, Replacing Bob Chapek

In a stunning reversal, the Walt Disney Co. DIS, +0.38% announced Sunday night that Chief Executive Bob Chapek was out, and will be replaced by his predecessor, Robert Iger.

Disney shocker: Robert Iger to return as CEO, Bob Chapek ousted

Bob Iger is back as CEO of Disney. Bob Chapek was named CEO in February 2020 and came under fire for various decisions.

Bob Iger named Disney CEO effective immediately

BURBANK, Calif.--( BUSINESS WIRE )--The Walt Disney Company (NYSE: DIS) announced today that Robert A. Iger is returning to lead Disney as Chief Executive Officer, effective immediately. Mr. Iger, who spent more than four decades at the Company, including 15 years as its CEO, has agreed to serve as Disney's CEO for two years, with a mandate from the Board to set the strategic direction for renewed growth and to work closely with the Board in developing a successor to lead the Company at the completion of his term. Mr. Iger succeeds Bob Chapek, who has stepped down from his position.

The Walt Disney Company Board of Directors Appoints Robert A. Iger as Chief Executive Officer

After less that two years in retirement, Bob Iger has returned as the CEO of the Walt Disney Company The board just sent out a notice that Bob I. is back and recently re-upped Bob Chapek is out. Read the announcement here: The Walt Disney Company (NYSE: DIS) announced today that Robert A.

Disney Shocker! Bob Iger Back As CEO, Bob Chapek Out

Visitors to Disney's theme parks are facing unplanned disruptions and longer lines at popular attractions. Disney says ride reliability remains strong.

Disney Parks' Ride Stoppages and Wait Times Grow as Ticket Costs Rise

Intel

These stocks don't look cheap, but the market is greatly underestimating their potential.

2 Value Stocks to Buy Right Now

Netflix

Consumers are more willing to engage with a streaming TV ad than you might have expected.

Prediction: Ads Could Make Disney and Netflix Investors a Ton of Money

Disney lost more than a third of its value over the past 3-year period, when the market increased by nearly a third. After years of low profitability, new warnings signs are emerging in two of the company's major business units.

Disney: Bullish Thesis Remains Elusive Even After The Massive Decline In Share Price

Investors in Disney (NYSE: DIS ) stock will note that the company intends to increase ticket prices on Dec. 8. That will see customers paying between $109 to $189 for just one day of entertainment.

Dear DIS Stock Fans, Mark Your Calendar for Disney Ticket Price Increases on Dec. 8

Liberty Media Chairman told CNBC he's doubtful that adding commercials to long-form streaming content would help media companies be successful in the long run.

John Malone says he's skeptical of ad-supported content as Netflix, Disney roll out ad tiers

Losses are piling up, but Disney says profits are on the horizon.

Here's Exactly When Disney+ Plans to Become Profitable

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Trade Desk

Like many investors, I'm sure you'll be more than happy to bid adieu to 2022, and to portfolio laggards. In fact, to help get you started, here are several growth stocks to sell.

7 Growth Stocks to Sell Right Now

Your ride on Space Mountain is about to cost you a few more dollars.

Disney World Raises Ticket Prices

Walt Disney World will start park-specific pricing on Dec. 8. with Magic Kingdom, the most popular, becoming the costliest. Starting then, theme park reservations will be automatically included with one-day, one-park tickets.

News for Disney Stock (DIS)