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.

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

Disney's stock price pushed higher Friday morning, offering some hope to bullish investors. The move higher saw Disney's stock (DIS) break above its short-term down-trend resistance line, triggering a buy signal.

Disney's Stock (DIS) Triggers Trading Buy Signal

Funneling first-run movies to the streaming service provided the initial rationale for people to subscribe.

Disney+ Is So Successful It Doesn't Need Exclusive Film Releases Anymore

Amazon

Discussing Disney's latest announcement and how it has affected the entertainment space.

Disney Movies and Amazon TVs

The House of Mouse is poised to thrive as economies reopen.

This Is My Best Reopening Stock

ARK Invest has added to its stake in the media giant on Monday and again on Thursday. Cue up the Mickey Mouse Club March.

Cathie Wood Is Loading Up On Disney Stock at a Great Time

Walt Disney Co. (NYSE: DIS) announced it will broadcast 103 National Hockey League (NHL) games during the 2021-22 season across its ESPN, ESPN+, Hulu and ABC platforms, along with more than 1,000 out-of-market games on ESPN+. What Happened: In March, Disney and the NHL signed a partnership deal covering television, streaming and media rights that begins with the 2021-22 season and runs through the 2027-28 season.

Disney To Broadcast 103 NHL Games Across Multiple Platforms For 2021-22 Season

One of the ARK Invest exchange-traded funds run by ETF star Cathie Wood bought over 50,000 shares of Walt Disney Co.

Cathie Wood's ARK Invest Buys Nearly $10 Million Worth of Disney Stock

AMC Entertainment

Vinco Ventures

AMC Entertainment Holdings Inc (NYSE:AMC), Walt Disney Co (NYSE:DIS) and Vinco Ventures Inc (NASDAQ:BBIG) are all trading higher in strong uptrends. An uptrend occurs when a stock consistently makes a series of higher highs and higher lows on the chart.

How To Trade The Uptrends On AMC Entertainment, Disney, Vinco Ventures Stock

Epcot is a construction zone these days, but the payoff is starting to materialize.

Disney World's Worst Park Is Getting a Huge Makeover

BURBANK, Calif.--(BUSINESS WIRE)--Bob Chapek, Chief Executive Officer, The Walt Disney Company (NYSE: DIS), will participate in a virtual question-and-answer session at the Goldman Sachs 30th Annual Communacopia Conference on Tuesday, September 21, 2021 at approximately 11:05 a.m. PT/ 2:05 p.m. ET. To watch the webcast, please visit www.disney.com/investors. The webcast presentation will be archived.

The Walt Disney Company to Participate in the Goldman Sachs 30th Annual Communacopia Conference

Space 220 is a high-tech concept with some bar-raising prices for theme park dining.

Disney World's New Restaurant Is Out of This World

As part of the preparations the Orlando, Florida resort is beginning to resume more normal operations of attractions and dining, and bringing back fan-favorite experiences like dessert parties and EPCOT's celebrity-led holiday offering, Candlelight Processional.

Walt Disney World Is Returning To Normal Operations As The Resort Gears Up For Its 50TH Anniversary

CuriosityStream

Walt Disney and Curiosity Stream look poised for explosive growth in the streaming industry.

2 No-Brainer Stocks to Invest $500 in Right Now

Netflix

In times of economic hardship, folks try to lower discretionary spending.

Here's Why Netflix Is More Recession-Proof Than Disney

One of the ARK Invest exchange-traded funds run by ETF star Cathie Wood bought nearly 20,000 shares of Walt Disney Co.

Cathie Wood's ARK Invest Buys Nearly 20,000 Shares of Disney

Coinbase

Robinhood

Zoom Video

Disney, Facebook, Robinhood, Zoom, Coinbase And More: These Are Cathie Wood's Key Trades From Monday

Disney (DIS) plans to release its remaining slate of movies for 2021 in theaters before streaming them on its platform.

Disney (DIS) Movies to Hit Theaters Before Streaming

Moviegoing may be heading back to normal after a tumultuous year and a half marked by pandemic-related lockdowns that helped boost the streaming industry. Disney said late last week all of its remaining films slated for release this year will open exclusively in cinemas.

Disney to release all remaining movies exclusively in theaters this year

Disney (DIS) announces exclusive theater-first debuts for its movies slated for release in 2021, building hopes for cinema chains across the United States.

Disney (DIS) Sets Exclusive Theatrical Debut for 2021 Films

The shares of Walt Disney Co (NYSE:DIS) are relatively unchanged after the blue-chip name announced it would show new releases exclusively in theaters for the remainder of the year, before making them available on its Disney+ streaming service.

Disney Releases Will See Theatrical Run First in 2021

The move comes after the theater-only success of Marvel's "Shang-Chi and the Legend of the Ten Rings."

Good News for AMC: Disney to Release Rest of 2021 Films Exclusively in Theaters

The theater chain's CEO is cheering the move for exclusive theatrical release windows, but Imax, Cineworld, Cinemark, and National CineMedia may be cheering even louder.

Is Disney Saving More Than Just AMC?

Disney announced the remainder of its 2021 films will be released exclusively in theaters before streaming on Disney+.

Disney announces the rest of its 2021 movies will debut exclusively in theaters

Upcoming Disney blockbusters like ‘Eternals' and ‘The King's Man' will have a 45-day theatrical release.

Disney To Premiere Remaining 2021 Films Exclusively In Theaters

Walt Disney Co. (NYSE: DIS) announced Friday its remaining releases for 2021 will go into release in theatrical-exclusive presentations and not in a simultaneous presentation on its Disney+ streaming service. What Happened: The studio's animated feature “Encanto” will hit theaters on Nov. 24 and will be available on the big screen for 30 days before its Disney+ premiere.

News for Disney Stock (DIS)