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

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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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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

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Purchase/sale of investments

Purchase/sale of business

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Cash from financing

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Cash from other sources

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Free cash flow

On Monday, Walt Disney Co. (NYSE:DIS) shares nosedived 3.42% after the entertainment and media conglomerate announced several film delays over the next two years. The company postponed the release dates for a batch of Marvel movies and the ‘Indiana Jones' sequel.

Disney stock price forecast for Q4 2021 after delaying several films

We called Disney the best short hedge on the market in March. The trade has delivered 25% plus of pure alpha.

Disney: Princess Still In A Valuation Castle

The Walt Disney Co (NYSE: DIS) has reshuffled the release dates of famous Marvel and other franchises, Variety reports. The scheduling overhaul relates to the production and not box office returns, Disney defended.

Disney Defers Release Of Popular Marvel Franchises And More: Variety

Walt Disney Co. has warned that pandemic-related production delays may impact its Disney+ subscriber numbers for the current quarter, but the media company could be facing more “structural” problems in streaming despite its red-hot entry into the market.

The Ratings Game: Disney may have a ‘structural' problem in streaming, analyst warns

Walt Disney's stock received a rare Wall Street downgrade on Monday, as Barclays called for bold changes from the media giant to reverse slowing growth at its Disney+ streaming service. Disney Chief Executive Officer Bob Chapek last month hinted at a slowdown in Disney+, saying fourth-quarter global paid subscribers will grow by “low single digit”.

Disney stock downgraded for first time in 3 years amid streaming worries

The shares of Walt Disney Co (NYSE:DIS)  are down 2.8% at $171.43 at last check, after Barclays downgraded the company to "equal weight" from "overweight," and cut its price target to $175 from $210.

Blue-Chip Media Name Drops on Barclays Downgrade

Barclays warned the streaming giant may have to play catch up with rivals like Netflix in producing new content as it hopes to reach a lofty 250 million subscribers by 2024.

Disney Stock Slides 3% As Analysts Warn Of Subscriber Slowdown

As we move toward web 3.0, also known as the decentralized web, Disney should be looking into NFTs.

Disney Will Lose Out on Billions If It Doesn't Do This

Walt Disney's stock received a rare Wall Street downgrade on Monday, as Barclays called for bold changes from the media giant to reverse slowing growth at its Disney+ streaming service.

Disney+ magic fades: Barclays downgrades Walt Disney after three years

Barclays analyst Kannan Venkateshwar downgraded The Walt Disney Co (NYSE: DIS) to Equal Weight from Overweight with a price target of $175, down from $210, implying priced at the current level.  The growth of Disney+ has slowed significantly despite the launch of new franchise titles and Star+, Venkateshwar notes.

Barclays Considers Disney Fair Priced, Downgrades To Equal Weight

The shares of Walt Disney Co (NYSE: DIS) have received a $180 price target from MoffettNathanson. These are the details.

DIS Stock: $180 Price Target From MoffettNathanson

The media giant has come a long way with its new helmsman.

Is Disney's Bob Chapek CEO of the Year for 2021?

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Two new Breakout Stocks for Week 42 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 +74.4% YTD with a record high 23 weeks out 41 weeks this year in negative conditions above the 40 MG level.

Week 42 MDA Breakout Stocks - October 2021: Short-Term Picks To Give You An Edge

On Friday Walt Disney Co. (NYSE:DIS) shares edged higher 1.33% after news emerged suggesting the company is exploring options to spin off its world-leading sports network ESPN. According to a report published by Dylan Byers on Pluck, Disney CEO, Bob Chapek has asked some of his closest deputies to explore a strategic rationale for spinning […] The post Should you invest in Disney stock as it explores options to spin off ESPN?

Should you invest in Disney stock as it explores options to spin off ESPN?

Shares of Disney jumped as much as 3 percent Friday after a report said the company was considering a spinoff of its ESPN sports networks. But shares of the Mouse Houses gave back some of their gains, closing the day up only 1.2 percent, after a person familiar with the matter denied the report.

Disney shares pare gains after report on ESPN spinoff is called ‘inaccurate'

National Football League viewership is the highest it's been since 2012.

Good News for Disney: Fans Are Watching More Football

Walt Disney Co (NYSE: DIS) has unveiled a line-up of more than 20 new content titles from the Asia-Pacific region, including 18 original productions, that will be streamed over its Disney+ service. What Happened: Disney+ is expanding its market outreach in the Asia-Pacific region — the service is available in Australia, India, Indonesia, Malaysia, Japan, New Zealand, Singapore and Thailand, and will be premiere next month in Hong Kong, South Korea and Taiwan.

Disney Unveils Slate Of Original Asia-Pacific Content For Streaming Service

The head of Walt Disney Co.'s (NYSE: DIS) Asia-Pacific market is insisting the Chinese government's refusal to schedule a local release of its recent films will be resolved and not disrupt the company's investment in China. What Happened: China limits the number of international films that play in local cinemas, and Hollywood action epics are mostly given priority when filling the quota for non-Chinese movies.

Disney Downplays Chinese Blocking Of Films: Problems 'Will Eventually Iron Themselves Out'

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There are still deals to be found in the stock market. After a brutal September, these bargain stocks to buy can end the year with gains.

7 Best Bargain Stocks to Buy in October

Disney (DIS) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

Why the Earnings Surprise Streak Could Continue for Disney (DIS)

Disney (DIS) sets pricing for Disney+ streaming service for its launch in Taiwan and Hong Kong during Disney+ Day celebratory week in November.

Disney (DIS) Sets Disney+ Pricing for Taiwan, Hong Kong Launch

Walt Disney (DIS) closed at $173.13 in the latest trading session, marking a -0.22% move from the prior day.

Walt Disney (DIS) Stock Moves -0.22%: What You Should Know

Disney was hit hard by the pandemic, and its turn to streaming has been expensive. But investors continue to believe in the name, leaving the stock overpriced.

Happily Ever After Is Deferred for Disney's Investors

Three months ago the media giant fell short of expectations. This time around it cleared the hurdles with ease.

Why Is Disney Stock Trading Lower in 2021?

Disney and Netflix have very different streaming strategies, but Disney has far more potential for growth.

News for Disney Stock (DIS)