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

PepsiCo

The NFL is the single most profitable sports league in the world.

2 Stocks for Investing in the NFL

AMC Entertainment

Ford Motor Company

A lot of companies suspended their payouts in 2020. Some of them aren't coming back anytime soon.

When Will Disney, Ford, and AMC Pay Dividends Again?

Tesla

Caterpillar

I regularly screen for stocks making new highs and new lows, usually on a three-month time frame. The logic here being that if a stock is making a new three-month high, it's either in an established up-trend or it's just beginning a rotation to a bullish phase.

What Do TSLA, DIS and CAT Have in Common?

Netflix

Morgan Stanley picked the Walt Disney Co (NYSE: DIS) and Netflix Inc (NASDAQ: NFLX) as its top media plays on Thursday, despite people now spending less time indoors as the COVID-19 restrictions continue to ease. The past two quarters have been rough for both companies from the stock perspective.

Disney vs Netflix: traders pick sides after Morgan Stanley's bullish call

Walt Disney Co (NYSE:DIS) and Netflix Inc (NASDAQ:NFLX) are Morgan Stanley's top two tech stocks for the second half of the year, analyst Benjamin Swinburne said Friday on CNBC's "TechCheck." The story for media stocks in 2021 has been an "unbelievably strong" advertising recovery and very tough comparable streaming numbers year on year, Swinburne said.

Why Disney And Netflix Are This Analyst's Top Tech Stocks Right Now

A hit show or movie becomes much more at Disney than it does at Netflix.

Disney's Q3 Results Highlight Advantage Against Netflix

Walt Disney Co (NYSE: DIS) has reached a settlement with Starz, a Lions Gate Entertainment (NYSE: LGF-A) company, that will enable Disney to pursue the introduction of its Star Plus streaming service in Brazil. What Happened: Starz sued Disney for trademark infringement related to the planned release of its new Star+ streaming service in Latin America.

Disney Reaches Settlement With Starz In Brazilian Trademark Infringement Lawsuit

With Project Exo, Disney's research and development team is trying to bring the company's biggest characters to life at its theme parks.

Disney is developing an exoskeleton that could bring the Hulk to its theme parks

Roku

Streaming giants Disney Co (NYSE:DIS), Netflix Inc (NASDAQ:NFLX) and Roku Inc (NASDAQ:ROKU) are in constant competition to dominate the screens of viewers worldwide. Traders and investors may prefer the companies for different reasons: Netflix as a pure streaming play; Roku hosts a variety of different streaming services including Netflix on its set-top box; or Disney, which offers diversity through its streaming, cruises, amusement parks and retail footprints.

Netflix Stock Soars While Disney, Roku Look Set For Reversals: How To Trade It

Disney's still arguably expensive and may stay that way for a while - buy opportunistically. D+ performs better in Q3 than during the last earnings report.

Memo To Disney: Keep Studying Those Windows

A new premium-priced theme-park ride access system is going to upset regular visitors. It's a different story for Disney investors.

Theme-Park Fans May Hate Disney Genie+, but Shareholders Will Love It

AMC Networks

Charter Communications

Comcast

CuriosityStream

Discovery

DISH Network

Twenty-First Century Fox

FuboTV

AT&T

ViacomCBS

The pace of customer attrition slowed down, but only because fewer people are left to cut the cord.

Cable TV Lost 1.1 Million Subscribers Last Quarter. They Went Here.

Morgan Stanley named Netflix and Disney two of its top media plays through the end of 2021. Two traders discuss which is the best bet.

Disney or Netflix: Traders lay bets on which streaming stock can end 2021 strong

Walt Disney Co. (NYSE: DIS) has launched Genie, a new app for visitors to its theme parks in the United States. What Happened: The company said that Disney Genie, a free digital trip-planning tool, will be built into the My Disney Experience and the Disneyland apps.

Disney Launches All-In-One Genie App To Enhance Experience Of Park Visitors

GLENDALE, Calif.--(BUSINESS WIRE)--Disney today announced the first-ever World Princess Week, a special global event that kicks off Aug. 23.

Disney Continues the “Ultimate Princess Celebration” With Launch of First-Ever World Princess Week on August 23

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

Disney is replacing this beloved free perk at its American theme parks

Disney's new Genie trip-planning app will debut this fall for visitors to its domestic parks Walt Disney World and Disneyland.

Disney launches Genie, an all-in-one app for its park visitors to book dinner and pay for those mouse ears

Walt Disney Co (NYSE: DIS) has removed the mask mandate and made it optional for visitors in outdoor attractions, outdoor queues and outdoor theaters at Walt Disney World Resort, beginning Aug. 19. Disney had made masks optional for visitors in common outdoor areas since May.

Walt Disney World Loosens Mask Criteria For Adults

Despite boasting fewer subscribers than Disney+, Hulu brings in more revenue.

Hulu Is Disney's Unsung Hero

The NBA Experience closes just two years after its debut. It could be time to bring back the attraction it replaced.

Can Disney World Bring Back DisneyQuest After Its NBA Flop?

Revenue at theme parks quadrupled from the same time last year.

Pent-Up Demand Supersedes Delta Variant Fears as Disney Parks Bounce Back

Once upon a time, the company then known as Walt Disney Productions (now the Walt Disney Company) was on the verge of bankruptcy.

The Biggest Disney Box Office Hits of All Time

Apple

American Express

Bank of America

GameStop

Coca-Cola

McDonald's

Retirement investors who think Warren Buffett is an investing genius should keep things simple and just buy Berkshire Hathaway stock. The post How To Put Warren Buffett In Charge Of Your Retirement Investing appeared first on InvestorPlace.

How To Put Warren Buffett In Charge Of Your Retirement Investing

Discovery Communications

Yastreb: The largest streaming services, Netflix and Disney, have been lagging the market year-to-date. COVID disrupted production of new content last year.

Movie Theatres Are Reopening. So Where Do Streaming Services Go From Here?

Disney (DIS) returned to profitability, and its stock price reached a four-month high. Here are two things that investors should watch out for.

News for Disney Stock (DIS)