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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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

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Current liabilities

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Income tax payable

Non-current liabilities

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Stockholders equity

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Total liabilities & equity

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Book value per share

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Cash from other sources

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Free cash flow

Chief creative officer Alan Horn helped Disney set box office records, including 20 films that surpassed the billion-dollar mark.

Disney Loses Another Top Executive. Studio Head Led Media Giant's Box Office Success.

Walt Disney Co's Alan Horn, who turned the company's studio business into a media powerhouse and oversaw blockbusters such as "Avengers:Endgame" and "Black Panther", is retiring at the end of the year after nearly a decade.

Media veteran Alan Horn to retire as Disney Studios head

Apple

Amazon

Comcast

Netflix

Verizon

Winners and Losers in the Streaming Wars 2021

It is truly the end of another era at Walt Disney Studios. In a move that many were expecting, Alan Horn, 78, is retiring as Chief Creative Officer of Disney Studios Content, effective Dec. 31 after a nine-year run at the Burbank, CA lot in an executive TV and motion picture industry career that has...

Alan Horn Retiring As Chief Creative Officer Of Disney Studios Content

Disney's streaming service Disney+ will dethrone Netflix as the largest streaming platform in the next few years, according to a new analyst report. A study from Digital TV Research projected that the number of subscribers to Disney+ would reach 284.2 million by 2026, surpassing Netflix, which the firm expects will notch 270.7 million subscribers in.

Disney+ will surpass Netflix as largest streaming platform, analyst projects

DIS stock has gone nowhere for months on end, but Disney is pulling in revenues with a combination of digital and in-person experiences. The post The Gradual Return to Normal Will Push Disney Stock Higher Again appeared first on InvestorPlace.

The Gradual Return to Normal Will Push Disney Stock Higher Again

A new Ridley Scott film, a Disney World app update, and the general booking availability for Disney's priciest resort will keep the second half of October busy.

3 More Dates for Disney Stock Investors to Circle in October

Walt Disney Co. (NYSE: DIS) is facing problems with the Chinese government on the release of its upcoming film “Eternals” due to an eight-year-old interview by director Chloé Zhao's that criticized the ruling Communist Party. What Happened: China limits the number of international films that play in local cinemas, and box office success around the world is no guarantee of a local release.

Why Is China Blocking The Release Of Disney's 'The Eternals'?

Coca-Cola

Starbucks

Now's the time to add these enduring brands to your portfolio.

3 Top Stocks to Buy in October

Disney has executed the transition to streaming effectively, but its popular ESPN channels are still reliant on traditional pay TV.

Disney's shift to streaming puts ESPN in awkward position of clinging to the past

Caterpillar

Salesforce

Chevron

Endeavor Group Holdings

Endeavour Silver

Intel

JPMorgan Chase & Co

McDonald's

Magnolia Oil & Gas Corp

Two new Breakout Stocks for Week 41 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 +68.6% YTD with a record high 23 weeks out 40 weeks this year in negative conditions above the 40 MG level.

Week 41 MDA Breakout Stocks - October 2021: Short-Term Picks To Give You An Edge

Cutting the line at your favorite Disney theme park attractions is now going to cost you.

Disney is eliminating a beloved free perk at its U.S. theme parks

Disney Genie rolls out in Disney World on Oct. 19. It's going to be a game changer for theme park visitors and Disney shareholders.

Everything You Need to Know About Disney World's New Genie App

DIS stock is likely to keep lagging the market until the company restarts the dividend and puts shareholders first. The post Don't Expect a Dividend at Disney Anytime Soon appeared first on InvestorPlace.

Don't Expect a Dividend at Disney Anytime Soon

Eventbrite

Live Nation

Madison Square Garden Entertainment

Six Flags

Vista Outdoor

With Americans having been cooped up and complying with mandates for over a year, cabin fever could lift these entertainment stocks. The post 7 Entertainment Stocks to Buy as Cabin Fever Reaches Critical Mass appeared first on InvestorPlace.

7 Entertainment Stocks to Buy as Cabin Fever Reaches Critical Mass

The streaming service's mobile app is estimated to have reached $1.5 billion in global consumer spending according to Sensor Tower data.

The Disney Plus App Is Estimated To Have Reached Over $1.5 Billion In Global Consumer Spending

It's strengthening its crucial streaming operations, with plenty of other divisions just waiting to bounce back.

Why Disney Is Still a Buy During the Pandemic

BioNTech SE

Chipotle

Bank of America

Markets climbed higher on Thursday after lawmakers in Washington reached an agreement to extend the government's debt ceiling, preventing a shutdown.

Thursday Afternoon Analyst Upgrades and Downgrades: Amazon, Bank of America, BioNTech, Chipotle, Disney and More

Investors have been putting Walt Disney Co (NYSE: DIS) against Netflix Inc since the start of the year. But Mad Money host Jim Cramer dropped a humble reminder this morning that Disney was much more than its two-year-old streaming service only.

Why Cramer thinks Disney will become a standard name for big institutions

Disney stock's growth outlook is good, but right now, good isn't good enough for Wall Street. But it's certainly good enough to make investors some money.

Best Stocks For 2021: Despite the Recent Dip, Disney Still Has Plenty of Magic

Universal Orlando is closing Shrek 4D after nearly two decades of operation. Timing is everything in the theme park space.

Disney World's Top Rival Takes a Step Back

One piece of technology that changed the theme park experience for Disney fans was the implementation of MagicBands.

Disney Unveils The New MagicBand+ Which Will Bring More Interactivity Into The Parks

l Today, Benzinga's options scanner spotted 6 uncommon options trades for Walt Disney. The overall sentiment shows 50.0% of the big-money traders are bullish on the stock and 50.0%, bearish.

Looking Into Walt Disney's Biggest Options Trades For Today

BURBANK, Calif.--(BUSINESS WIRE)--The Walt Disney Company (NYSE: DIS) will discuss fiscal full year and fourth quarter 2021 financial results via a live audio webcast beginning at 4:30 p.m. ET / 1:30 p.m. PT on Wednesday, November 10, 2021. Results will be released after the close of regular trading on November 10, 2021. To listen to the webcast, please visit www.disney.com/investors. The webcast presentation will be archived.

The Walt Disney Company Executives to Discuss Fiscal Full Year and Fourth Quarter 2021 Financial Results Via Webcast

Tesla

October is never a boring month on Wall Street. Let's see some of the stocks that can heat up.

News for Disney Stock (DIS)