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 reports earnings tomorrow and this could set the stock on a new course.

What to Expect From Disney's Earnings Report

Disney will jack up prices once again for its popular streaming services Disney+, Hulu and ESPN+ as it looks to push consumers to sign up for its bundles, the company said Tuesday.

Disney hikes streaming prices for Hulu, Disney+ and ESPN+

Disney reports Q3 results early Wednesday. The Dow Jones giant is celebrating its latest Marvel hit, NBA contract extension.

Disney Hikes Streaming Prices Ahead Of Earnings, Rides Deadpool Success

Subscription prices for Disney+, Hulu and ESPN+ plans will be slightly increased later this year, Disney announced Tuesday, as the company appears to push customers toward bundled streaming plans.

Disney Raising Subscription Prices For Disney+, Hulu And ESPN+

Starting mid-October, most plans for Disney+, Hulu and ESPN+ will cost $1 to $2 more per month. The price hikes come as Disney continues to push its customers toward bundles to get a bigger bang for their buck.

Disney raises streaming prices for Disney+, Hulu and ESPN+

Disney will hike the price of most streaming plans as of October 17, the company said today, about a year after its last increase in the fall of 2023. Disney reports earnings tomorrow morning.

Disney To Raise Prices On Most Streaming Plans This Fall

The Walt Disney Company's stock price has been on a roller coaster, and the worst could be ahead of us if it continues to disappoint. Disney underperforming the market, justified by financial performance and concentration risk in the market. Bearish view on Disney due to the economy cooling down, saturated content, intense competition in the streaming space, and overvaluation.

Disney Stock: The Upside Is Limited

The Walt Disney Co. (DIS) is set to beat third-quarter fiscal 2024 earnings this week.

Disney Likely to Win Big From a Possible Earnings Beat This Week

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Yum China Hlds

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Amazon

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Hilton Worldwide Holdings

IDEXX Laboratories

Eli Lilly

Lyft

McDonald's

Martin Marietta Materials

Microsoft

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V.F.

Williams

This marks the last peak week of the Q2 earnings season with 3,908 companies expected to report. Earnings have come in better-than-expected, but tend to be overshadowed by economic data. Outlier earnings this week include: CSX, CAT, and VFC.

The Final Peak Week Of The Q2 Season Begins Amid Souring Economic Data

Disney's (FTNT) iconic brand and impressive media assets, on one hand, and competitive pressure and high valuation, on the other, warrant investor caution for the fiscal third-quarter 2024.

Disney (DIS) Stock Before Q3 Earnings: To Buy or Not to Buy?

Analysts see Disney reporting a small decline in revenue and a modest increase in profitability when it reports fiscal third-quarter results before Wednesday's market open. The stock that was the year's top Dow performer earlier this year is now trading lower in 2024.

Disney Stock Has a Lot to Prove This Week

Merck

Merck fell as it cut its guidance and performance from its HPV drug disappointed. Microsoft delivered a solid earnings report, but it wasn't good enough for the market.

Is It Time to Buy July's Worst-Performing Dow Jones Stocks?

Super Micro Computer

Uber

Second-quarter earnings season continues with Airbnb, Caterpillar, Super Micro Computer, Uber, Monster Beverage, Shopify, Walt Disney, Eli Lilly, and Paramount.

Disney, Super Micro, Uber, and More Stocks to Watch

Disney's upcoming financial results for Q3 of fiscal year 2024 are highly anticipated by investors. Analysts expect revenue to increase by 3.1% year over year to $23.02 billion, with earnings per share expected to improve significantly. Despite recent box office successes not impacting this quarter by much, Disney's fundamentals and debt reduction efforts make it a strong buy.

Disney: Q3, What To Expect From The World's Most Magical Company

Disney (DIS) is set to report third-quarter earnings before the opening bell Wednesday, with investors likely to be watching for strength in its experiences segment and updates on its streaming business.

What You Need To Know Ahead of Disney's Earnings Report

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Warner Bros Discovery Inc

Blue-chip stocks are household names that have been around for many years. While most blue-chip stocks have been around for decades, some of them have been in business for more than 100 years.

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Evaluate the expected performance of Disney (DIS) for the quarter ended June 2024, looking beyond the conventional Wall Street top-and-bottom-line estimates and examining some of its key metrics for better insight.

Seeking Clues to Disney (DIS) Q3 Earnings? A Peek Into Wall Street Projections for Key Metrics

Disney stock is underperforming the market again this year. It's expecting streaming to become profitable by the end of the fiscal year.

Is It Finally Time to Buy Disney Stock?

Twenty-First Century Fox

LOS ANGELES — Venu Sports — the sports streaming platform planned by ESPN, Fox and Warner Bros. Discovery — will be available for $42.99 per month with its planned launch in the fall.

ESPN, Fox and Warner's Venu sports streaming platform to start at $42.99 a month

Disney Advertising reported a record level of upfront commitments, with particular strength in sports and streaming, as the 2024-25 posted a 5% year-over-year gain in revenue and volume. The news comes more than two months after the media giant's annual upfronts pitch to advertisers in New York.

Disney Says 2024-25 Upfront Ad Sales Climbed 5% From Prior Year

Venu Sports will be a case study in the value of marketing. Sling TV already sells a product that's similar to Venu Sports, and it's been losing customers for five years.

News for Disney Stock (DIS)