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

Amazon

Where to invest in Q3 2022? Here are Morningstar picks

Roku

The subscriber losses at Netflix in the second quarter aren't as bad as expected. Netflix shares rise sharply.

Disney, Roku, and Other Streaming Stocks Rise

Dick's Sporting Goods

EPR Properties

Expedia

Nucor

Polaris

Sunrun

Cyclical stocks work around the ebb and flow of the economy. These stocks have held up remarkably well despite the macro-economic headwinds.

7 Best Cyclical Stocks to Buy Now for 2022

Walt Disney Co (NYSE: DIS) shares are trading higher Wednesday in sympathy with Netflix Inc (NASDAQ: NFLX), which announced better-than-expected earnings results and subscriber numbers. Netflix previously guided for a loss of 2 million subscribers in the second quarter, but the company .

What's Going On With Disney Stock Today?

Disney is underearning on its parks and streaming businesses. DIS should eventually achieve better top and bottom line results.

Disney: Heads I Win, Tails I Don't Lose Much

Netflix

Subscriber losses at Netflix in the second quarter aren't as bad as expected. Netflix shares rise sharply.

Netflix Results Send Disney, Roku, and Other Streaming Stocks Higher

Apple

Comcast

Dell Technologies

Target

Toll Brothers

Williams-Sonoma

With the Federal Reserve increasing rates and consumers cutting back on spending, the following are key blue-chip stocks to sell now. The post 7 Blue-Chip Stocks to Sell Before They Fall appeared first on InvestorPlace.

7 Blue-Chip Stocks to Sell Before They Fall

Discovery

Discovery Communications

Warner Bros Discovery Inc

Shares of Disney, Paramount, Warner Bros. Discovery all closed higher and continued to gain in after-hours trading when Netflix, the dominant streamer, lost fewer subscribers in the June quarter than it said it would. Netflix clearly led media shares as its battered stock surged nearly 6% during the session and gained more than 7% after-hours....

Media Stocks Rally Around Netflix Subscriber Numbers

Advanced Micro Devices

Paycom Software

PayPal

Market trading action has turned positive with the S&P 500 up over 8% from its cycle low. An outlook for peak inflation providing room for the Fed to slow down on its pace of rate hikes can be positive for stocks going forward.

5 Fantastic S&P 500 Stocks To Buy Into Q2 Earnings

Walt Disney Co (NYSE: DIS) shares are trading higher in Tuesday's after-hours session in sympathy with peer company Netflix Inc (NASDAQ: NFLX), which announced better-than-expected earnings results and subscriber numbers. Netflix said second-quarter revenue increased 9% year-over-year to.

Why Is Disney Stock Is Rising After Hours?

The management team at The Walt Disney Company reportedly decided to increase prices on ESPN+ by $3 per month. This move could possibly bring in hundreds of millions of dollars in additional revenue each year and may be a precursor to another big development.

Disney's Brilliant Move Is Likely Excellent For Shareholders

Disney is scheduled to report its FQ3 earnings release on August 10. However, the market has likely priced in a tepid release, given DIS' continued weakness in the market. We posit that Disney's critical revenue categories could be further impacted by the recessionary headwinds coupled with the current high inflation climate.

Has Disney's Stock Price Bottomed Out Or Will It Keep Dropping? Likely More Downside

A big ESPN+ price hike may portend future hikes on Disney+ and Hulu.

Disney's Turning Its Attention to Streaming Profits

Exxon Mobil

Here we focus on oversold companies that not long ago were trading over $100 a share and are likely to recover in due time. It won't be long before these three stocks return to the century mark—and then some.

These 3 Stocks Won't Trade Under $100 For Long

Disney has wrapped its upfront advertising sales process, collecting a record $9 billion — 40% of it in streaming and digital. The forthcoming ad-supported tier of Disney+ was cited by the company as a particular strength among its platforms, which also include ABC, Disney Channels, ESPN and ESPN+, Freeform, FX, Hulu and National Geographic. The...

Disney Sets Company Record With $9B In Upfront Ad Commitments, Nearly Half Of Them On Streaming And Digital

Disney (DIS) is hiking subscription price of ESPN+ by 43% to $9.99 on a monthly basis beginning Aug 23.

Disney (DIS) Set to Hike ESPN+ Subscription Price by 43%

On August 23, the price of ESPN+ will jump from $6.99 to $9.99 per month, and the annual plan is going up from $69.99 to $99.99. The steep 43% increase is the second subscription price hike in a little more than a year.

ESPN+ is getting a big price hike

Several news reports say the one of the most highly regarded CEOs of this century has voiced disappointment in his successor, and has not kept this confidential.

Disney Should Replace CEO Chapek

Chances are high that you've seen these films.

This Disney-Owned Studio Is Raking in Cash -- And It's Just Getting Started

Disney was devastated at the pandemic's onset; it's steadily regaining its strength.

Prediction: Here's Why Disney Stock Could Get a Big Boost This Winter

Starbucks

The rough start to the year has created great buying opportunities for investors.

3 Undervalued Stocks to Buy in the Second Half of 2022

American Express

Microsoft

The SPDR Dow Jones Industrial Average ETF Trust (NYSE: DIA) is up Friday as the Dow Jones Index pops 600 points.  The rally comes after financial reports from Citigroup, Inc (NYSE: C), which beat analyst estimates; Wells Fargo & Co (NYSE: WFC); and promising economic.

Apple, Disney, American Express, Microsoft Rally As Dow Jones Index Recovers Losses

Disney is raising the price of ESPN+ 43% to $9.99 per month while keeping the price of its Disney bundle unchanged at $13.99 per month.

Disney highlights value of its streaming bundle by increasing price of ESPN+ 43% to $9.99 per month

Sports fans should expect a significant rate hike in not just attending events but in watching them.

Disney to raise ESPN+ streaming price to $9.99 in August

Walt Disney Co's sports streaming platform ESPN+ plans to raise its monthly subscription fee by $3 a month, a 43% hike, Variety reported on Friday.

News for Disney Stock (DIS)