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.

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Intangibles

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Total liabilities & equity

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Book value per share

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Free cash flow

Disney (DIS) delivered earnings and revenue surprises of -27.45% and -1.70%, respectively, for the quarter ended September 2021. Do the numbers hold clues to what lies ahead for the stock?

Walt Disney (DIS) Q4 Earnings and Revenues Miss Estimates

Shares of the Walt Disney Company (NYSE: DIS) fell 5.0% in after-hours trading on weak financial results for its fiscal fourth quarter.   Fourth-quarter financial performance Disney reported $159 million in net income that translates to 9 cents a share versus the year-ago figure of 39 cents of per-share loss.

Disney's Q4 results disappoint: ‘we expect a strong bounce back in Q1'

Disney's (DIS) Q4 earnings and revenue missed analysts' expectations. However, revenue for the Parks, Experience and Products segment beat estimates.

Disney Q4 FY2021 Earnings Report Recap

Disney, WarnerMedia and ViacomCBS all added subscribers in the third quarter, but streaming growth slowed from the prior quarter.

Disney makes the trend clear: Growth is slowing for streaming services

Shares of the Mouse House fell nearly 5 percent in after-hours trading on the news.

Disney+ hits a speed bump and investors nail sell button

The Walt Disney Company held its forth quarter and full fiscal year earnings call today, which revealed more information about theme parks bouncing back after reopening throughout the past 13 months, new subscriber counts for Disney, and an inside peek into what's next for the studio side of the.

Disney Earnings: Theme Parks Bounce Back While Disney+ Subscriber Count Slows Significantly

Disney reported fiscal fourth-quarter earnings on Wednesday after-the-bell.

Disney earnings miss across the board with slowing streaming growth

Media giant The Walt Disney Company (NYSE: DIS) reported fourth-quarter financial results after the market close Wednesday. Here are the key highlights for investors to consider.

Walt Disney Company Q4 Highlights: 118.1M Disney+ Subs, Lower ARPU, Parks & Resort Segment Up 99%

Walt Disney Co. reported an even more jarring slowdown in Disney+ growth than expected Wednesday while missing expectations for earnings and sales, and shares fell in after-hours trading.

Disney stock falls as Disney+ growth slows down even more than expected

Disney Plus streamed new programs like Star Wars and Marvel animated shows during the latest period, but it lacked buzzy, gotta-see-it programs like The Mandalorian or Loki in the latest stretch.

Disney Plus hits 118.1 million subscribers but member growth slows sharply

Disney missed Wall Street forecasts in its fiscal fourth quarter amid a slowdown in streaming, despite a swing back to profit from the depths of the Covid-bedeviled 2020 quarter. The company's stock slipped almost 5% in after-hours trading due to the report. It had fallen a fraction during the trading day to close at $174.53...

Disney Stock Sags After Q4 Results Miss Wall Street Forecasts

Disney reported reaching 118.1 million global subscribers with its flagship streaming service Disney+, about two years after it launched. That's just 2.1 million more than the company reported in August as of the end of its fiscal third quarter, a dramatic slowdown in progress for the outlet. The company divulged the streaming numbers as part...

Disney+ Growth Slows Sharply; Service Now At 118.1M Global Subscribers

Walt Disney Co fell short of Wall Street estimates for quarterly revenue on Wednesday, weighed down by slowing growth in its video streaming business as competition intensifies.

Disney revenue falls short as streaming business suffers

BURBANK, Calif.--(BUSINESS WIRE)--The Walt Disney Company (NYSE: DIS) today reported earnings for its fourth quarter and fiscal year ended October 2, 2021. Diluted earnings per share (EPS) from continuing operations for the quarter was income of $0.09 compared to a loss of $0.39 in the prior-year quarter. Excluding certain items(1), diluted EPS for the quarter was income of $0.37 compared to a loss of $0.20 in the prior-year quarter. Diluted EPS from continuing operations for the year ended Oct

The Walt Disney Company Reports Fourth Quarter and Full Year Earnings for Fiscal 2021

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Investors are looking ahead to blue-chip entertainment giant Walt Disney's (DIS) fiscal fourth-quarter earnings report, due out after the close today.

Blue-Chip Media Giant Gears Up For Earnings

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As we move through the fourth quarter, these top defensive stocks look great for portfolio stability and consistent returns long term. The post 7 Defensive Stocks To Add Portfolio Stability in the Fourth Quarter appeared first on InvestorPlace.

7 Defensive Stocks To Add Portfolio Stability in the Fourth Quarter

The Walt Disney (NYSE: DIS) stock price has been in a narrow range in the past few weeks. This could change on Thursday when the company publishes its quarterly results.

Should you buy Disney stock ahead of Q4 earnings?

Walt Disney stock is up 4% in just the last one week, outperforming the S&P 500 which increased 2% during this period. Though the stock has moved in line with the market in the last ten days and underperformed over the last one month, in the last five days it has managed to surpass market gains.

What's Behind The Surge In Walt Disney Stock Last Week?

The popular streaming service turns 2 on Friday, and the media giant is celebrating up and down its ecosystem.

Disney+ Day: Deals and Park Perks and NFTs, Oh, My!

Disney's (DIS) fourth-quarter fiscal 2021 results are expected to reflect benefits from the success of Shang-Chi and the Legend of the Ten Rings, along with revival in theme parks business.

Will Media, Entertainment Growth Aid Disney (DIS) Q4 Earnings?

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The number of companies reporting quarterly earnings this week has swelled to more than 1,000 as more companies confirm their plans.

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Disney (DIS) reports Q4 earnings after market close on Nov. 10. Can revenue for the Parks, Experience and Products segment continue to rebound?

Disney Earnings: What to Look For

Walt Disney Co. bounced back last quarter with booming theme-park and movie results that had earnings and sales soaring, superhero-like, from a pandemic-depressed slump.

Earnings Outlook: Disney+ subscriber growth is slowing down, and so is the stock

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News for Disney Stock (DIS)