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

After The Walt Disney Company (NYSE:DIS) lost out on its bid to extend streaming rights for the Indian Premier League (IPL) cricket tournament for the next five years, it could lose up to 20mln subscribers. The big streaming prize for the IPL was won by Viacom18, a joint venture between Reliance Industries, Paramount, James Murdoch and former Disney executive Uday Shankar, which paid a reported US$2.6bn.

Disney could loose half Indian subscribers after losing rights to IPL cricket

Amid a fierce global battle for streaming content, Walt Disney Co. has opted against keeping the streaming rights to a popular Indian cricket league amid hefty bidding prices in a recent auction.

Disney skips out on streaming rights to key Indian cricket league as streaming wars intensify

Match Group

Roku

Unity Software

These four stocks offer a rare combination of sub-$100 prices, market leadership, and the potential of long-term success.

4 No-Brainer Stocks to Buy Right Now for Less Than $100

Netflix

Disney+ will generate $1.8 billion in U.S. ad revenue by 2025 from its forthcoming ad-supported streaming tier, with Netflix coming in at $1.2 billion, Wall Street analyst Michael Nathanson estimates in a new report. While Disney will pile up more cash, Netflix's bottom line will benefit more from the influx of ads given the impact...

Streaming Ads Will Help Netflix's Bottom Line More Than Disney's, Analyst Says

Amazon

ProShares Bitcoin Strategy ETF

Salesforce

Shopify

Block

The S&P 500 started the week by dipping into a bear market. Corrections provide opportunities to find stocks to buy.

7 Stocks to Jump on During Any Market Correction

Shanghai Disney Resort said on Tuesday it will reopen Disneytown and Shanghai Disneyland hotel on June 16 but the main Disneyland park will remain closed until further notice.

Shanghai Disney Resort to reopen Disneytown, hotel on June 16

The streaming industry, in general, has been facing headwinds as people consume less content online as the economy opens up post-Covid.

Should You Buy, Sell Or Hold Disney Stock At $100?

America's Car-Mart

D.R. Horton

Alphabet

MarineMax

Paramount Global

Tyson Foods

I recommend about 250 stocks a year in this column, but in a typical client portfolio, I own only 20 to 30 stocks. Readers sometimes are curious about which stocks I own.

The 26 Stocks I Own Personally and for Clients

Disney and Mukesh Ambani-backed Viacom18 have won the five-year media rights for Indian Premier League cricket tournament, according to several local sports journalists, beating rivals including Sony to a license that gave the California-headquartered giant a big leg up in amassing over 200 million subscribers. Viacom18 — a venture between Reliance and Paramount —  scored […]

Disney and Ambani-backed Viacom18 said to acquire media rights for IPL cricket tournament

All 30 Dow Jones Industrial Average DJIA, -2.73% component stocks are falling in Monday's premarket, with Dow futures YM00, -1.80% pointing toward a third-straight decline of more than 500 points as inflation fears continue to fuel the selloff. The Dow's biggest percentage decliners ahead of the open are shares of Salesforce Inc. CRM, -4.63% , down 3.6%, and Walt Disney Co. DIS, -3.78% , down 3.2%.

All the Dow's stocks are falling, led by Salesforce and Walt Disney

Original content investments are on the rise but could pay off with time.

Is Disney's Big Gamble About to Pay Off?

Apple

Applied Materials

Costco

Microsoft

The widely-held S&P 500 index rebounded every time it fell and with the Fed quashing inflation, this pattern should repeat itself. The post 7 Stocks to Buy Before the S&P 500 Hits 5,000 appeared first on InvestorPlace.

7 Stocks to Buy Before the S&P 500 Hits 5,000

Sony

Today is the day when bids are to be submitted for rights to the Indian Premier League, a cricket league whose games are a massive draw across South Asia and other parts of the world and have helped propel Disney's global rollout of Disney+. After taking on cricket as part of its $71.3 billion acquisition...

Multi-Billion-Dollar Bids For Cricket Rights Are Expected From Disney, Sony And Reliance In Duel With Global Streaming Implications

Disney stock is down big for good reason, but the long-term future looks bright.

Down 45%, There Has Never Been a Better Time to Buy This Dow Growth Stock

Disney, Sony and India's Reliance will vie on Sunday for media rights to Indian Premier League (IPL), the world's richest cricket league, expected to fetch up to $6 billion.

Media giants in pitch battle for India cricket rights

Disney may have better uses of its cash than paying a dividend right now.

Disney Is Proving Why It Doesn't Need to Pay a Dividend

Airbnb

McDonald's

Procter & Gamble

Investing in stocks can be an excellent way to generate wealth over time.

New to Investing? These 5 Stocks Make for a Standout Beginner Portfolio

International lockdowns are straining the company's film and park revenue.

Disney Is Crushing the Box Office, but Will It Last?

Walt Disney Co (NYSE: DIS) shares are trading lower by 3.26% to $99.93 as shares of several companies in the broader communications, media and entertainment industry dip amid overall market weakness. A rise in US inflation and economic concerns have pressured discretionary names.

What's Going On With Disney Shares Today?

Today, investors in DIS stock are pricing in an announcement that a key executive in Disney's content division has been fired. The post DIS Stock Is in Focus as Content Executive Peter Rice Departs From Disney appeared first on InvestorPlace.

DIS Stock Is in Focus as Content Executive Peter Rice Departs From Disney

Morale is at an all-time low at the beleaguered Mouse House after Disney CEO Bob Chapek dumped TV content boss Peter Rice.

Disney morale is ‘terrible' after CEO Bob Chapek axed Peter Rice

The Walt Disney (DIS) recently began offering its streaming service, Disney+ in 16 countries across the Middle East and North Africa.

Disney's (DIS) Disney+ Launch in Middle East Stiffens Competition

Disney (DIS) reported earnings 30 days ago. What's next for the stock?

Why Is Disney (DIS) Down 1% Since Last Earnings Report?

If "Star Wars": Galactic Starcruiser is a flop, you may have to wonder why it's sold out through the end of the peak summer travel season.

Disney World's 'Star Wars' Hotel Is Not a Flop

This week, the Walt Disney Company continues to gain ground in the global streaming market as it launches Disney+ in 16 markets across the Middle East and North Africa (MENA). This follows the launch of Disney+ in South Africa last month.

News for Disney Stock (DIS)