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 has growth opportunities in nearly every one of its businesses.

Why You're Still Underestimating Disney Stock

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Uber

PulteGroup

David Tepper's Appaloosa LP disclosed late Monday that it reduced its investment in nearly all of its holdings during the second quarter, as the value of equities held by the hedge fund declined by about 31%. The value of Appaloosa's equity holdings as of June 30 was $4.83 billion, down from $6.96 billion as of March 31, even as the S&P 500 rose 8.2% during that period.

David Tepper's Appaloosa trims equity holdings, sells off Disney, PayPal stakes while adding Uber, Pulte bets

Sticker price shock is the name of the game at the world's most popular resort -- and it's a game that Disney is winning.

Is Disney World Greedy or Brilliant?

Is Hulu Becoming Too Successful for Disney?

Here's one unique real estate company that could be a big winner of the reopening.

1 Real Estate Stock to Watch

Disney's impressive third-quarter fiscal 2021 earnings results might be a positive for the ETFs, especially those that have the largest allocation to this media and entertainment conglomerate.

Will Disney (DIS) ETFs Shine Post Q3 Earnings?

FuboTV

Netflix

Roku

We're enjoying more entertainment than ever from our homes, but these stocks have a leg up on the competition.

4 Streaming Video Stocks That Have a Killer Advantage

Although the parks alone are not yet profitable, the parks, experiences and products segment returned to profitability for the first time since the Covid pandemic began for Walt Disney Company (NYSE: DIS) who is finally recovering from an invisible enemy that crushed its perfectly exposed business model. On Thursday, it reported a sharp jump in sales for the June quarter as more visitors are going to its parks whereas viewers are going back to theaters and subscribing to its Disney+ streaming service.

Disney's Back In Business Thanks To Its Enduring Magic

GLENDALE, Calif.--(BUSINESS WIRE)--Today, Disney added all new Adaptive Roleplay kid's costumes and wheelchair cover sets to the previously available assortment.

Disney Expands Adaptive Costumes and Wheelchair Cover Sets, Unveils Full 2021 Halloween Lineup

AMC Entertainment

AMC Entertainment Holdings Inc investors will likely have received a confidence boost over the weekend as Walt Disney Co's latest offering Free Guy saw a better than expected opening at the box office despite the lingering effects of the COVID-19 pandemic. The film, which stars Ryan Reynolds as a non-player character in a video game, collected around US$28.4mln in ticket sales over the weekend, above expectations of around US$20mln, after releasing in 4,165 theatres across North America.

AMC prospects lifted as Disney's Free Guy beats forecasts on opening weekend

Disney reported better-than-expected earnings for the fiscal third quarter.

Disney's Recovery Is Gaining Momentum

The management team at The Walt Disney Company announced financial results for the third quarter of its 2021 fiscal year. Performance across most parts of the enterprise was encouraging and indicative of a broad recovery for the firm.

The Walt Disney Company's Stellar Developments

A new approach to theatrical distribution and a headline-rattling legal fight could be just what Disney -- and the industry -- needs right now to figure out its future course.

Will Disney Accidentally Solve Hollywood's Biggest Problem?

The shares of Walt Disney Co (NYSE: DIS) received a price target increase from $202 to $210 by RBC Capital. These are the details.

Disney Shares: $210 Target From RBC Capital

The case for how Disney could win the streaming war via a bundle no one could match—and why the company might not be quite ready to do it. On August 12, Disney CEO Bob Chapek proudly touted during an analyst call that the company now has 174 million streaming customers.

Disney needs to create a streaming super app to defeat Netflix

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DailyFX analyzed Robinhood data to identify millennials' favorite stocks during the 12 months to April.

Millennials plowed their money into Apple, Tesla, and Disney during the pandemic. Here are their 10 favorite stocks.

Walt Disney reported better than expected quarterly earnings. Here's a trading strategy for the stock now.

Disney Rallies On Positive Earnings. Here's How To Trade It Now.

On Friday, the Walt Disney Co (NYSE:DIS) stock price edged higher 2% after announcing its most recent quarterly results. The company reported its fiscal Q3 revenue and earnings Thursday after markets closed, beating analyst expectations.

Should you buy Disney shares in August after a solid Q3 performance?

Disney stock entered the home stretch of the trading day up nearly 2% amid widespread cheers on Wall Street for its fiscal third-quarter earnings report. The company delivered encouraging numbers across the board on Thursday, showing continued gains in streaming and the long-anticipated resuscitation of its theme parks business. While results didn't restore the company...

Disney Stock Rides Bullish Wall Street Wave After Upbeat Q3 Earnings

Management at the entertainment giant is planning a busy end to 2021.

3 Must-See Quotes From Disney's Earnings Call With Wall Street

The House of Mouse roared Thursday, when Walt Disney Co. announced its best financial results since the start of the pandemic, hurtling its shares up 5% in after-hours trading Thursday and the stock was still up Friday.

The Ratings Game: Disney+ has analysts bullish about near-term growth and shares jump 5%

Walt Disney Co (NYSE:DIS) reported third-quarter earnings and analysts have shared their thoughts and updated guidance. The Disney Analysts: Morgan Stanley analyst Benjamin Swinburne reiterates an Overweight rating and $210 price target.

Disney+ Strong Beat, Theme Park Recovery Ahead Of Schedule: Analysts React To Q3 Earnings

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With the trading day more than halfway over, the broad markets continued their rally.

Friday Afternoon Analyst Upgrades and Downgrades: Airbnb, Baidu, Disney, DoorDash and More

The Walt Disney Company (NYSE: DIS) reported its strongest quarter since the start of the pandemic last night, but the numbers weren't enough for Michael Nathanson. Reiterating his ‘neutral' rating on Disney with a price target of $185, the MoffettNathanson senior research analyst said on CNBC's “Squawk Box”: “The real valuation driver is Disney Plus, […] The post Here's why these two analysts aren't convinced of Disney Plus growth appeared first on Invezz.

Here's why these two analysts aren't convinced of Disney Plus growth

Disney won this earnings season by adding 12 million Disney+ subscribers while Netflix's growth stalled. Here's where the major streaming players stand.

News for Disney Stock (DIS)