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

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Earnings data Q2 2022

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Earnings data Q1 2023

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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

JD.com

MercadoLibre

Three stocks trading 6% to 11% lower this year can turn things around with strong financial updates this month.

3 Stocks That Can Bounce Back in November

Fiverr

Ubisoft Entertainment SA

These fast-growing stocks can reward patient investors.

Got $5,000? Buy These 3 Stocks to Double Your Money

Shanghai Disneyland, the Walt Disney Co.'s (NYSE: DIS) Chinese-based theme park, will be shut down through at least Tuesday after a reported COVID-19 case trapped nearly 34,000 within the attraction on Sunday. What Happened: According to Hong Kong's South China Morning Post, 33,863 people in Shanghai Disneyland were required to undergo COVID testing following a report that a woman from Hangzhou who had been at the park on Saturday tested positive for the disease.

Disney's Shanghai Park Shut Down Following Reported COVID-19 Case

Roku

Investors might want to turn their attention to strong stocks still trading well below their highs heading into November.

3 Great Stocks to Buy at Big Discounts in November

I doubled my position in the House of Mouse on Monday. Step into my room of reasons.

7 Reasons Why I Doubled Down on Disney Stock This Week

Amazon

Costco

These strong companies can safely grow your money over the long term.

3 Top Stocks You Can Buy and Hold Forever

Non-fungible tokens may have one of its biggest votes of confidence yet with media conglomerate Walt Disney Company (NYSE:DIS) entering the mix Wednesday. What Happened: VeVe, a digital collectible business, has partnered with Disney to bring a line of NFTs to collectors in celebration of Disney+ Day.

Star Wars, Pixar, Marvel, Disney NFTs Are Coming: What You Need To Know

Going to the Happiest Place on Earth will cost a little more this holiday season. Disneyland today introduced price hikes on some one-day tickets and also added a new top tier for the most-coveted weekends and holidays, noting “pent-up demand after 14-month closure” in an official statement. The new one day/one park pricing is modified...

Disneyland Raises Ticket Prices For Fifth Time In 5 Years; Top One-Day/One Park Pass Up 31% Over Period

Disneyland raised daily ticket prices in four of five tiers and added a sixth tier for the priciest ones, which now cost $164 on the busiest days.

Disneyland and Disney California Adventure Park just raised ticket prices - a visit on the most popular days will now cost you $164

Someone with a lot of money to spend (and possibly insider knowledge) has taken a bearish stance on Walt Disney(NYSE:DIS). And retail traders should know.

Check Out What Whales Are Doing With DIS

Zillow

Shares of Zillow Group fall after its homebuying service goes on a hiatus.

Zillow's Pause and Disney's Delay

Applied Materials

Digital Turbine

American Express

Celsius Holdings

Salesforce

Chevron

Dow Inc

Enphase Energy

First Financial Bancorp

Goldman Sachs

Intrepid Potash

McDonald's

Two new Breakout Stocks for Week 43 with better than 10% short-term upside potential. The ETF/ETN forecast section now goes out in a separate article. Following the Momentum Gauges, the portfolio is up +68.8% YTD despite a record high 23 weeks out 42 weeks this year in negative conditions above the 40 MG level.

Week 43 MDA Breakout Stocks - October 2021: Short-Term Picks To Give You An Edge

Netflix

Netflix reported better-than-expected subscriber growth in Q3, and that could be good news for Disney.

What Netflix's Q3 Results Could Mean for Disney

Walt Disney Co. (NYSE: DIS) is forecasting more than $100 million in National Hockey League-related advertising sales when the league's games return to its broadcast and streaming platforms for the 2021-22 season. What Happened: According to a Front Office Sports report, the company is picking up many of the advertisers that promoted their brands and products on Comcast's (NASDAQ: CMCSA) NBC division over the past 16 years, including Apple (NASDAQ: AAPL) and Verizon (NYSE: VZ).

Disney Anticipates $100M In Ad Sales With NHL Games

When it next reports totals, Disney is likely to have its slowest quarterly subscriber growth since the launch of Disney+.

Disney Stock Gets Downgrade From Analyst on Disney+ Concern

Airbnb

Continued vaccination efforts are helping governments avoid the tough choices about whether businesses should stay open.

2 Reopening Stocks to Consider Buying Right Now

Pinterest

Take-Two Interactive Software

These three growth stocks are offering investors a delicious on-sale treat.

3 Spooky Good Stocks to Buy Right Now

Walt Disney (DIS) closed the most recent trading day at $171.18, moving +0.02% from the previous trading session.

Walt Disney (DIS) Gains But Lags Market: What You Should Know

It's that time of the year again to stock up on fun-sized candy and to prepare to hear Monster Mash on the radio.  That also means it's time for customers to rush to the store for last-minute Halloween costumes and good news for one party and costume retailer, Party City Holdco Inc (NYSE: PRTY).

This Halloween Costume Store Has A Better One-Year Return Than AMD, Apple, Disney And Tesla

An analyst downgrade has Disney stock price predictions looking negative as Disney faces fierce competition and a scary industry landscape. The post Disney Stock Price Predictions: Where Will DIS Stock Go After a Historic Downgrade?

Disney Stock Price Predictions: Where Will DIS Stock Go After a Historic Downgrade?

News that Barclays analyst Kannan Venkateshwar downgraded Walt Disney Co (NYSE:DIS) from Overweight to Equal-Weight with a price target of $175, down from $210, caught many investors by surprise and caused the stock to sink by 3% in Monday's trading. What Happened: Venkateshwar said this downgrade was justified based on a perceived slowing of the subscription level of the Disney+ streaming service, claiming the company has fallen behind its goal of reaching 150 million Disney+ subscribers by 2024.

Analysis: Was Barclays' Disney Downgrade A Bad Call?

Disney Genie, Genie+, and Lightning Lane+ will find ways to monetize the park experience even if you don't pay up right away.

Disney World Finally Lets Its Genie Out of the Bottle

Shares of the entertainment giant tumbled on Monday following a reality check for Disney+, but there's a much bigger picture to consider.

Better Buy: Walt Disney, or All 30 Dow Jones Stocks?

The Walt Disney Company shares dropped around 3% at Monday's close with the news that all of the Marvel movies on the slate for 2022 have been delayed amid production logjam in the wake of the pandemic. Doctor Strange in the Multiverse of Madness had been expected in late March but now slips to May, taking the spot from Thor: Love and Thunder which jumps to July thus pushing Black Panther Wakanda Forever out to November, in turn, spilling the Captain Marvel sequel over into 2023.

Disney shares fall as Marvel movie schedule stalls

It's a showdown in the streaming space. CNBC's "Trading Nation" asked its traders Monday whether they're betting on Disney or Netflix shares here.

News for Disney Stock (DIS)