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 Q1 2022

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 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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Operating expenses

SG&A

Other

Operating income

EBITDA

Net income

Earnings per share

Total assets

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Cash & equivalents

Receivables

Inventory

Non-current assets

Net PPE

Intangibles

Total liabilities

Current liabilities

Short term debt

Income tax payable

Non-current liabilities

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Total equity

Stockholders equity

Minority interest

Total liabilities & equity

Total debt

Net debt

Book value per share

Cash from operations

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Change in working capital

Cash from investing

Capital expenditure

Purchase/sale of investments

Purchase/sale of business

Other sources

Cash from financing

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Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

Sony

AT&T

At least some of the entertainment industry's pandemic-driven shakeup appears to be permanent.

This Bad News for Theaters Is Good News for Streaming Services

Amgen

Boeing

Caterpillar

Cisco Systems

Chevron

Dow Inc

Intel

Coca-Cola

Merck

NIKE

Visa

Verizon

Walgreens

Walmart

"The Dow® [adds a stock] if the company has an excellent reputation, demonstrates sustained growth, and is of interest to a large number of investors. Sector representation.is also a consideration."

A 6% October Pullback Can Spring 3 Dogs Of The Dow For Dividend Income

Amazon

Disney and Amazon have announced a partnership to create a custom voice assistant using Amazon Alexa technology. The new skill will be called “Hey Disney!

Amazon And Disney Partner To Create A New Alexa Skill, Hey Disney!

If you missed Disney's Florida resort turning 50 over the weekend, you still have time to literally pay your respects.

Disney World Has 18 More Months to Take Your Money

Comcast

Kelly Campbell, president of the Walt Disney Co. (NYSE: DIS) streaming service Hulu, has abruptly resigned from her position. What Happened: Campbell announced her departure on her LinkedIn page.

Kelly Campbell Abruptly Exits As President Of Disney's Hulu, May Join Comcast's NBCUniversal

Disney's CEO Bob Chapek answered questions about the streaming service at an investor conference in September.

3 Reasons Why Disney+ Growth Could Slow in Q4

Disney CEO Bob Chapek made comments regarding the company's dividends at an investor conference.

Disney's CEO Says No Dividend Anytime Soon

Costco

Hasbro

Shopify

Target

Supply chain problems caused by Covid-19 are creating toy shortages. Here are 7 retail stocks to buy that could benefit from this issue.

7 Best Retail Stocks to Buy Now to Profit From the Coming Toy Shortages

Apple

Salesforce

Goldman Sachs

Hudbay Minerals

JPMorgan Chase & Co

McDonald's

Silvergate Capital Corp

Two new Breakout Stocks for Week 40 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 +62.8% YTD with a record high 23 weeks out of 39 weeks this year in negative conditions above the 40 MG level.

Week 40 MDA Breakout Stocks - October 2021: Short-Term Picks To Give You An Edge

Disney+ has yet to truly hit its stride in the streaming market, which is good news for long-term investors.

Why Disney Looks Unstoppable Over the Next Decade

Netflix

Let's take a closer look at two of the more successful companies on the markets today.

Better Investment: Disney or Netflix

The Walt Disney Company is now celebrating the 50-year anniversary of the opening of Walt Disney World. Now makes for a good opportunity to look back at the company's successes.

The Walt Disney Company: A 50-Year Milestone

The lawsuit has been settled in the least game-changing way possible. That's a bummer.

Nope, Scarlett Johansson's Disney Lawsuit Didn't Change the Movie Industry After All

Scarlett Johansson settled her lawsuit against Disney in which she alleged that the simultaenous release strategy cut into her earnings.

Scarlett Johansson Settles Lawsuit With Disney (DIS)

Microsoft

Apple Inc. (NASDAQ: AAPL), Amazon.com, Inc. (NASDAQ: AMZN), Microsoft Corporation (NASDAQ: MSFT) and Walt Disney Co (NYSE: DIS) are among the firms lobbying against a U.S. bill that among its many elements, also deals with climate change.   What Happened: On Friday, a Computing report stated these companies support corporate lobby groups attempting to block climate legislation in the U.S.

Apple, Microsoft, Disney And Amazon Lobby Against Climate Bill: Report

Activision Blizzard

Camber Energy

Farmmi

Investors have long argued whether a strong industry or a strong team is better. The truth is, the best choice is always a company with both.

The One Investment Bet You'd Be Crazy to Miss

When she was a college student in the 1970s, Kristen Taylor had the opportunity to visit Walt Disney World DIS, +4.06% on many occasions.

How Walt Disney World went from $3.50 a ticket to becoming a ‘luxury-priced destination'

The Walt Disney Co (NYSE: DIS) is trading higher Friday after the company resolved its lawsuit concerning "Black Widow." Disney announced it settled the breach of contract lawsuit that the "Black Widow" star Scarlett Johansson brought against the company.

Why Disney Shares Are Trading Higher Today

The theme park resort opened 50 years ago on Friday, but Thursday was also a pretty big deal.

Disney World Turns 50

Curaleaf Holdings, Inc.

These stocks are good long-term investments, but their prices are just a bit too steep right now.

News for Disney Stock (DIS)