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

Disney's movies and shows are off to a roaring start, but the best has yet to come.

Disney Stock: "This Is Where the Fun Begins"

Comcast

Netflix

As the global auto sport explodes in popularity and U.S. media rights for Formula 1 are for the taking in 2023, Netflix, ESPN, and NBCUniversal have reportedly been eyeing the international auto racing circuit. Insider reported on Monday that the three companies are bidding for a new streaming license for F1, which begins in 2023.

Netflix, ESPN, and NBCUniversal compete for U.S. Formula 1 rights, report says

Disney (DIS) recently will be exclusively streaming Marvel Studios' Doctor Strange in the Multiverse of Madness on Disney Plus, starting Jun 22.

Disney (DIS) to Stream Marvel Studios' Latest on Disney Plus

Apple

Salesforce

Home Depot

Microsoft

UnitedHealth Group

Walmart

During periods of stock market volatility and economic uncertainty, it's reasonable for investors to want to take a more defensive approach with their portfolios. Reliable, dependable and predictable blue-chip stocks with solid balance sheets and profitable businesses can be excellent safe.

7 Best Dow Jones Stocks To Buy

With thousands of stocks to choose from, it can be challenging to pick only one.

If I Could Buy Only 1 Stock This Month, It Would Be This

With the stock down 30% year to date, should investors pick up shares of Walt Disney right now?

Should Investors Buy the Dip on Walt Disney Stock?

Activist investor Dan Loeb's firm has fully sold out of its position in the entertainment giant.

Should You Follow This Billionaire and Sell Disney Stock?

CVS Health

FedEx

Intel

International Paper

JPMorgan Chase & Co

KeyCorp

Morgan Stanley

Whirlpool

Value stocks' relative strength over growth over the past six months gives value investors a lot to cheer about, but the fact is that relative strength doesn't necessarily tend to persist.

Mark Hulbert: These 10 cheap stocks are favorites of top investment newsletters, as value keeps pounding growth

Disney stock was tagged with an aggressive growth premium in 2021 when it obviously couldn't deliver. The company's forward FCF margins remain well below their pre-COVID highs. However, we think the destruction of its growth premium could be reaching the final stages. A re-rating could occur if Disney can drive better operating leverage.

Disney: The Destruction Could Be Over Soon

Disney stock is down 50% from its all-time high. However, consumers are unleashing pent-up demand following COVID-19 restrictions.

Disney Dropped Over 30% This Year: Can It Rebound?

Walgreens

Following a big pullback, the Dow Jones Industrial Average is housing three amazing values in plain sight.

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By the time that Taika Waititi's untitled Star Wars film hits theaters in 2023, it will have been four years since the franchise has been on the big screen.

Star Wars is mostly TV now — and the Disney franchise's often-fractured fanbase is cool with that

Disney stock probably is a buying opportunity at the current price. A lot of potentially blockbuster movies are on the way.

Disney: A Marvelous Year Is In Store

The gap in spending between pay-TV service and on-demand streaming has to close eventually.

Streaming Video Still Has a Lot of Room to Grow

Amazon

ProShares Bitcoin Strategy ETF

Last week's market rally signaled a shift in the balance of power to bulls. Here are three top stock trades to capitalize on it.

3 Top Stock Trades for the Week of May 31, 2022

McDonald's

Procter & Gamble

These six Dow Jones stocks are favorites of the media personalities at CNBC and might be worth a place in your portfolio. The post 6 Dow Jones Stocks That the Bigwigs Are Buying appeared first on InvestorPlace.

6 Dow Jones Stocks That the Bigwigs Are Buying

The Walt Disney Co (NYSE: DIS) is a reopening stock that will likely do well this summer, says Jessica Inskip; she's the Director of Education and Product at OptionsPlay. Inskip explains her bullish call on CNBC Inskip is convinced the entertainment conglomerate will continue to recover a 30% year-to-date decline in its stock price over […] The post OptionsPlay director expects a strong summer for Disney appeared first on Invezz.

OptionsPlay director expects a strong summer for Disney

The entertainment stock is down 50% from its all-time high. A famed investor's approach can determine whether the company is still a buy.

Here's Why You Should Approach Walt Disney Stock Like Peter Lynch

New experiences are coming to three companies that can use a boost.

Friday Is Going to Be a Big Day for Disney, Netflix, and AMC

Even before the broader market began to turn southward last November, DIS stock was on the downslope over concerns that growth was slowing at the Disney+ streaming service. The post Don't Try to Catch Disney Stock While it's Falling appeared first on InvestorPlace.

Don't Try to Catch Disney Stock While it's Falling

Disney has a solid business, but it has suffered more than it should have during the pandemic. Wait for DIS stock to hit rock bottom.

There Is More Downside to Disney, So Don't Buy Shares Yet

This well-known company is positioned to capitalize on pent-up demand for out-of-home experiences.

My Favorite Stock to Buy in June

AMC Entertainment

Vinco Ventures

NVIDIA

SPDR S&P 500 ETF Trust

These are some of the best Reddit stocks which offer healthy upside for the long-term. They're all bringing in robust returns.

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NIKE

These leading companies are on sale and would do wonders for a newly launched investment portfolio.

Got $500? Consider This Beginner Basket of 4 Top Stocks

Its biggest paid subscriber base is also its least valuable.

News for Disney Stock (DIS)