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.

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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 (DIS) Q3 earnings and revenue surpassed consensus estimates. The Parks, Experiences and Products segment also beat revenue expectations.

Disney Q3 FY2021 Earnings Report Recap

The Walt Disney Co (NYSE: DIS) said on Thursday its profit and sales in the fiscal third quarter came in the strongest since the start of the pandemic. Shares of the company were about 6.0% up in after-hours trading.

Disney shares jump 6.0% on strongest quarterly results since pandemic

The Walt Disney Company held its quarter three earnings call today, which revealed more information about theme parks bouncing back after reopening throughout the past 13 months, new subscriber counts for Disney, and an inside peek into what's next for the studio side of the company.

Disney Earnings: Disney Parks See Huge Increase In Demand, Disney+ Subscriptions Rise

Disney's parks and resorts swung to the black last quarter in a slow turnaround for one of the nation's sectors hardest hit by the global pandemic. The company said the division posted an operating profit of $365 million for the fiscal third quarter ended in June from a loss of close to $1.9 billion the...

Disney Parks Swings To Quarterly Profit; Company Expects Another $1B In Total Covid Costs For Fiscal 2021

Theme parks are back, and that's good news for Disney, which reported better-than-expected earnings Thursday.

The company's earnings exceed expectations as parks reopen and Disney+ grows

US entertainment giant Disney said Thursday subscriptions to its streaming service hit 116 million as it beat earnings expectations in the third quarter.

Disney+ subscriptions climb as earnings beat expectations

The Pixar film “Luca,” the Marvel series “Loki” and the live-action movie “Cruella” helped attract 12.4 million new subscribers to Disney's streaming service.

Disney+ reaches 116 million subscribers, and its parks division returns to profitability.

Walt Disney Co's revenue has beaten expectations in the third quarter, thanks to new streaming subscribers and the reopening of its theme parks.

New streaming subscribers help Disney beat earnings expectations

The Walt Disney Co. reported its strongest sales and profit since before the COVID-19 pandemic began on Thursday, sending shares 5% higher in late trading.

Disney produces best earnings and sales since before pandemic, stock pops 5% higher

Walt Disney Co (NYSE: DIS) reported fiscal third-quarter earnings after market close Thursday. Here are the key takeaways for investors to know.

Disney Q3 Takeaways: Big Earnings Beat, Hulu And Disney+ Subscriber Numbers Rise, ARPU Falls

Disney's theme park division posted its first profit since the pandemic began, the company reported Thursday.

Disney theme parks post first profit since pandemic slammed amusements industry

Disney reported blowout fiscal third-quarter earnings after the bell Thursday, beating Wall Street expectations on subscriber growth, revenue and earnings. The company beat on subscriber estimates for Disney+, coming in at 116 million.

Disney beats expectations across the board, with U.S. parks returning to profit

Walt Disney Co reported better-than-expected quarterly revenue on Thursday, as it raked in new streaming subscribers and visitors began to return to its theme parks.

Disney beats quarterly revenue estimates as theme parks recover

Disney exceeded forecasts by Wall Street analysts for its fiscal third quarter, delivering adjusted earnings per share of 80 cents, up from just 8 cents in the Covid-hit period a year ago. A year and a half after its launch, Disney+ reached 116 million subscribers as of the end of the quarter on July 3....

Disney Beats Q3 Estimates As Streaming Flagship Hits 116M Subscribers

But, like Netflix, subscriber growth has cooled lately as competition heats up and pandemic-related demand wanes.

Disney Plus hits 116 million subscribers

BURBANK, Calif.--(BUSINESS WIRE)--The Walt Disney Company (NYSE: DIS) today reported earnings for its third fiscal quarter ended July 3, 2021. Diluted earnings per share (EPS) from continuing operations for the quarter was income of $0.50 compared to a loss of $2.61 in the prior-year quarter. Excluding certain items(1), diluted EPS for the quarter increased to $0.80 from $0.08 in the prior-year quarter. Diluted EPS from continuing operations for the nine months ended July 3, 2021 increased to i

The Walt Disney Company Reports Third Quarter and Nine Months Earnings for Fiscal 2021

Walt Disney Co (NYSE: DIS) appears to be rethinking its use of the Disney+ streaming service for the release of feature films, with one new production avoiding the streaming service for a theatrical-exclusive opening and another film that went directly to streaming being offered in the lucrative Chinese theatrical market. Only In Theaters: According to a Variety report, Disney's new science-fiction comedy “Free Guy” starring Ryan Reynolds is opening on Aug. 13 only in theaters, with a Disney+ debut occurring 45 days after it hits the big screen.

Is Disney Rethinking Its Disney+ Film Release Strategy? What You Need To Know

Walt Disney's latest results will have plenty for investors to consider. While the reopening economy could be dragging on its Disney+ streaming service, the company's parks business expected to see a sharp rise in revenue.

Disney Reports Earnings Today. What Could Trigger a Stock Rally.

The Walt Disney Company (NYSE: DIS) is scheduled to report its second-quarter financial results on Thursday, after the bell. With the stock down more than 10% from its year-to-date high, what the mass media company reports for Q2 and guides for Q3 later tonight will determine if the share price will continue to slide or […] The post Axios Sara Fischer: “Disney will have to lower expectations for Q3” appeared first on Invezz.

Axios Sara Fischer: “Disney will have to lower expectations for Q3”

Despite more than doubling from its March 2020 lows, at the current price of $177 per share, Walt Disney stock still looks undervalued. Disney stock has increased from $86 to $177 off its 2020 bottom, compared to the S&P 500 which has increased more than 90%.

Is Walt Disney Stock Undervalued Even After 100% Recovery?

Disney Reports Earnings Thursday. What Could Trigger a Stock Rally.

A sizable number of call options is growing in the open interest for Disney, and option premiums are at an unusually elevated level right now.

Disney (DIS) Option Traders Optimistic Before Earnings

We might be on the back nine of this earnings season , but there's still plenty of corporate reports that could trigger broad market reactions.

Two Trendlines to Watch Ahead of Walt Disney Earnings

Airbnb

SoFi Technologies

Wish

Seer

Of a dozen firms that reported earnings before markets opened on Wednesday, eight beat estimates and four missed.

Earnings Previews: Airbnb, ContextLogic, Disney, Seer, SoFi

Will park reopenings, strong subscriber addition and Disney+ series help Disney (DIS) beat earnings estimates in third-quarter fiscal 2021?

News for Disney Stock (DIS)