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

MGM Resorts

Netflix

Take-Two Interactive Software

Editor's note: This article is regularly updated with the latest information. For nearly all of 2022, the bears have been reigning.

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The Walt Disney Company is exploring a membership program that could offer benefits and discounts to users.

Disney is Exploring New Ways to Make Money With Its Membership Programs

Despite strong momentum in its business, this iconic company has seen its stock price plunge.

Disney Is At a 5-Year Low -- Time to Buy?

Comcast

Disney and Comcast have an existing arrangement in which Disney will acquire Comcast's 33% stake in Hulu in 2024.

Comcast executives expect Disney to stick to its agreement to acquire the remaining stake in Hulu

Hulu will be losing some NBC content. But what does that mean for parent companies Comcast and Disney?

With This Move, Comcast Indicates That It's Coming for Disney

Source: chrisdorney / Shutterstock Disney (NYSE: DIS ) stock is in the news Thursday following reports that the company is considering a membership program. According to insiders, Disney wants to develop a premium membership program that would include benefits for customers.

DIS Stock Alert: What to Know as Disney Considers Membership Program

Value and savings are dominating consumer sentiment in a down year, causing a belt-tightening response that is leading more retailers and brands to lean into memberships and bundling as defense against anemic sales.

Disney Takes Inspiration from Amazon Prime With New Membership Program Design

The Walt Disney Company (NYSE:DIS) is reportedly considering a new membership programme offering discounts and perks to various products in a bid to encourage customers to spend more on streaming, theme parks and resorts. It would be similar to Amazon.com Inc (NASDAQ:AMZN)'s Amazon Prime, which offers its members benefits such as free shipping.

Disney reportedly considering membership programme akin to Amazon Prime

Disney is looking at ways for viewers to buy themed merchandise and accessories by scanning a QR code in the Disney+ app, according to a report from the Wall Street Journal. Scanning the QR code will lead users to the company's website, where they can buy branded goods.

Disney+ will reportedly launch in-app commerce features by year's end

It's unknown when the program would launch or how much membership would cost.

Disney in Early Stages of Creating Membership Similar to Amazon Prime, Report Says

Who's the leader of the club that's made for you and me? If the Walt Disney Co. has its way, that'd be CEO Bob Chapek. The Wall Street Journal reports that the Walt Disney Co. is pondering a new membership program that would bundle various Disney products and offer discounts or perks.

Disney Ponders Creating A Program Similar To Amazon Prime To Drive New Revenue – WSJ Report

Walt Disney is looking into a membership program with discounts and perks to get customers to spend more on its various streaming services, parks, resorts and merchandise, The Wall Street Journal (WSJ) wrote Wednesday (Aug. 31). This would be similar to Amazon Prime, which offers advantages like free shipping and a streaming video service.

Disney Eyes Discounts, Perk Membership Program

Disney looks to expand its offerings and is exploring the idea of offering customers plans similar to Amazon Prime that would offer discounts and perks.

Disney explores membership program like Amazon Prime to offer discounts and perks

Disney is reportedly in the early stages of evaluating a subscription service that would bundle streaming with theme parks and merchandise discounts.

Disney is reportedly taking a page from Amazon's playbook and weighing a membership program that packages streaming, parks and products, dubbed 'Disney Prime'

A membership program would help Disney increase customer spending on its products and services, while giving it access to information about consumer preferences.

Disney exploring Amazon Prime-like membership program: report

Walt Disney Co is exploring a membership program that could offer discounts or perks to encourage customers to spend more on its streaming services, theme parks, resorts and merchandise, the Wall Street Journal reported on Wednesday.

Disney mulling Amazon Prime-like membership program - WSJ

Walt Disney Co.  DIS, -0.31% is exploring a membership program that could offer discounts or special perks to encourage customers to spend more on its streaming services, theme parks, resorts and merchandise, according to people familiar with the discussions.

Disney mulls Amazon Prime-like membership program for discounts and perks

BURBANK, Calif.--(BUSINESS WIRE)--Christine McCarthy, Senior Executive Vice President and Chief Financial Officer, The Walt Disney Company (NYSE: DIS) and Josh D'Amaro, Chairman, Disney Parks, Experiences and Products, will participate in a question-and-answer session at the 2022 Bank of America Securities Media, Communications & Entertainment Conference on Wednesday, September 7, 2022 at approximately 1:30 p.m. ET/ 10:30 a.m. PT. To stream live, please visit www.disney.com/investors. A rec

The Walt Disney Company Executives to Participate in the 2022 Bank of America Securities Media, Communications & Entertainment Conference

The recently merged media company could provide some insights into the future of Disney.

Disney Investors Should Watch Warner Bros. Discovery Closely

The Walt Disney Company (NYSE:DIS) fought its way out of a bind in India with a new deal thought to be worth more than US$1.4bn to stream all cricket world cups from 2024 to the end of 2027, after losing the streaming rights to the Indian Premier League (IPL), the most-watched cricket league in India. Under the four-year deal with the International Cricket Council (ICC), its Disney Star arm will broadcast all ICC tournament in India, including the men's and women's T20 World Cup, Cricket World Cup and Champions Trophy.

Disney gets reprieve in India with new cricket deal

A trip to Disneyland or Disney World is growing more expensive, but that's part of a Walt Disney Co. strategy to increase spending from visitors and downplay annual pass holders, the Wall St. Journal reports.

Disney Theme Parks Price Strategy Boosting Stock And Financial Results – WSJ Report

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Powell did not mince his words, and he reiterated that the Fed will continue to tighten its monetary policies and interest rate hikes to calm the inflation in the US economy. =

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DIS has likely bottomed out in July, but it doesn't necessarily suggest that investors should jump on the bandwagon. Disney still has much to prove to recover its profitability profile. We posit that Disney's growth cadence could normalize further as its post-reopening tailwinds abate moving ahead. Therefore, the market could focus on Disney's execution to lift its profitability.

News for Disney Stock (DIS)