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

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Earnings data Q2 2022

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Earnings data Q1 2023

Earnings data Q2 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.

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 is now trading for just 17 times projected earnings for its new fiscal year.

Is This Your Last Chance to Buy Disney Under $100?

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Character meals, sodas, and refillable mugs are getting more expensive. Oh my.

Disney World Prices Keep Moving Higher

Disney is preparing the future of the internet, but what could that look like?

Disney Is Diving Into Web 3.0 and the Metaverse: Here's What That Means

Novocure

Trade Desk

They might not be available so cheaply for too much longer.

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The queue-trimming Genie+ platform is shifting to variable pricing. Guests will probably continue to pay up -- for now.

Is a Trip to Disney World Too Expensive and Too Complicated These Days?

Disney has pushed back the release date of a number of blockbuster titles and mostly the next batch of films in its Marvel comic franchises. Vampire flick, Blade, starring Mahershala Ali is now scheduled for release on 6 September 2024 or around ten months later than originally planned with Disney looking for a new director.

Disney reschedules string of Marvel release

Walt Disney Co announced on Tuesday it will be pushing back the release dates for numerous upcoming Marvel films including, "Blade," "Fantastic Four" and "Avengers: Secret Wars."

Disney pushes back several Marvel movie release dates

As Disney moves toward its 100th Anniversary celebration next year with Disneyland “at the heart” of the festivities, the company today raised prices of tickets to the Anaheim parks in nearly every category as well as the add-on Disney Genie+ and Lighting Lane services at both of its U.S. resorts.

Disneyland Raises Ticket Prices, Increases Cost Of Disney Genie+ And Lighting Lane Services

One user retweeted a thread that superimposed Chapek's face onto various Hollywood villains, including Kathy Bates' ax-wielding character in "Misery."

Fuming Disney fans hit back at CEO Bob Chapek after more theme park price hikes

Walt Disney's CEO, Bob Chapek, has laid out plans to enhance Disney's storytelling for the numerous entertainment departments under its umbrella.

Disney Eyes Digital Tech To Enhance Storytelling

Apple

Chevron

Home Depot

Intel

NIKE

Verizon

Verizon Communications Inc 5.9 % Notes 2014-15.2.54 Sr

Walgreens

Walmart

The market has remained volatile as Wall Street worries about a potential recession.

Jim Cramer goes over the best and worst Q3 performers in the Dow

Today, October 10, Hulu raised its subscription prices. Announced in August, the Disney-owned streaming service, as well as ESPN+ and Disney+, are all getting price hikes.

Hulu raises its subscription prices today

DraftKings

It's no exaggeration to say that DraftKings (NASDAQ: DKNG ) is on a roll lately. The sports wagering company already established a multi-year collaboration with Amazon (NASDAQ: AMZN ).

Why Disney Deal Makes DKNG Stock a Worthy Wager

ESPN reaches hundreds of millions of sports fans, a critical demographic for DraftKings' services.

DraftKings Jumps After Reportedly Scoring Deal With ESPN

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Coca-Cola

Should I buy stocks now or wait? That's a question many investors are asking themselves right now.

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Fantasy sports contest and sports betting company DraftKings, which has a "great, long-standing relationship with Walt Disney unit ESPN", told FOX Business it speaks to a variety of companies on a regular basis and does not comment on those conversations.

DraftKings shares jump on ESPN brand partnership reports

DraftKings Inc   (NASDAQ:DKNG) is up 2.9% at $16.50 at last check, amid reports that the company is getting close to inking a partnership with Walt Disney's (DIS) ESPN.

Options Traders Bet on DraftKings Amid Disney Deal Rumors

Shares in the entertainment giant are getting battered. But there is light at the end of the tunnel.

Stock Market Sell-Off: Is Disney Stock a Buy?

DraftKings (NASDAQ: DKNG ) stock is rising on Friday as investors react to reports of a new partnership with EPSN. According to Reuters , ESPN is close to signing a deal with DraftKings that will promote legalized sports betting through its services.

DraftKings (DKNG) Stock Climbs on ESPN Partnership News

DraftKings may rename its sportsbook to include ESPN and pay the Disney subsidiary as much as $3 billion, according to Action Network.

DraftKings Shares Spike On Reports Of Multibillion-Dollar Deal With ESPN—Here's Why It's A Big Deal For Disney

DraftKings DKNG, -3.95% is close to signing an exclusive partnership with sports network ESPN, according to a report from The Action Network, sending shares 7.9% higher after hours. The terms of the deal between the sports-betting platform and sport-media giant are not yet clear.

DraftKings stock jumps on report of partnership with ESPN

Walt Disney Co's ESPN is nearing a large new partnership deal with sports-betting firm DraftKings Inc , Bloomberg News reported on Thursday, citing people familiar with the matter.

Disney's ESPN nears large partnership deal with DraftKings - Bloomberg News

Amazon

Danaher

Devon Energy

General Electric

Macy's

Microsoft

Johnson & Johnson

Morgan Stanley

Earlier this week, Matthew Tuttle's Tuttle Management filed to create two new exchange-traded funds (ETFs) to track the activity of CNBC's Mad Money host Jim Cramer. The first, called the Inverse Cramer ETF, will carry the symbol SJIM and bet against stocks recommended by Cramer.

Want to Bet Against Jim Cramer? Short These 10 Stocks.

Halloween marks the start for Disney of the peak theater season. The backlog of future movies is impressive.

News for Disney Stock (DIS)