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

Starting on Friday, Walt Disney Co (NYSE: DIS) will require visitors ages 2 and up at its U.S. theme parks to wear masks in all indoor venues and park-based transportation, regardless of whether the individual has been vaccinated against COVID-19. What Happened: The policy change comes in response to a resurgence of COVID-19 cases in the U.S. due to the highly transmissible Delta variant, which has been shown to infect individuals who have already been vaccinated.

Disney Mandates Indoor Face Masks At US Theme Parks

The theme park operator will require all guests wear masks in public indoor spaces as COVID-19 cases surge in Florida.

Mask Up: Disney World Goes Back to Face Coverings

Economic reopenings are not priced into the stock.

This Might Be a Great Time to Buy Disney Stock

Apple

Dunkin' Brands

Hilton Worldwide Holdings

Marriott

McDonald's

Wendy's

Wyndham Hotels & Resorts Inc

Small, independent restaurants have been frozen out of pandemic relief funds.

Why Did These Billion-Dollar Companies Get Pandemic Relief as Small Restaurants Were Crushed?

The new mandates came after new CDC guidelines and recommendations from the local governments in areas where the theme parks are located.

Disney World And Disneyland Reimpose Mask Mandates Amid Covid-19 Delta Variant Spread

Disney World and Disneyland, the two crown jewels of Disney's parks unit, will again require masks indoors.

Disney World and Disneyland to again require masks indoors

Disneyland and Disney World will reintroduce a health mandate, requiring cast members and guests to mask up indoors, on Friday, July 30. The mandate applies to everyone in the park two years of age and older, regardless of vaccination status. Face coverings will specifically be required upon entering and throughout all attractions. They will also...

Disneyland & Disney World Returning To Indoor Mask Mandate For Cast Members And Guests

Disney World in Orlando, Fla., and Disneyland in Anaheim, Calif.

Disney World, Disneyland reinstate indoor-mask requirements for all

Disney has amended the mask policy at its U.S.-based theme parks in the wake of new guidance from health and government officials.

Disney's domestic theme parks will require all parkgoers to wear masks indoors starting Friday

Starbucks

While investors worry about a slowing global economic recovery, these two stocks should be largely immune.

COVID Cases Are Climbing and Stocks Are Falling: Why It's an Opportunity to Buy These 2 Reopening Stocks

One of the ARK Invest exchange-traded funds run by ETF star Cathie Wood bought over 100,000 shares of Walt Disney Co.

Cathie Wood's ARK Invest Buys Over 100,000 Shares of Disney

Bed Bath & Beyond

Enterprise Products Partners

Fiverr

IZEA

Lockheed Martin

OncoCyte

Osisko Gold Royalties

Walgreens

After the end of the second quarter, let's take a look at where things stand in the InvestorPlace Best Stocks for 2021 contest. The post 10 Best Stocks for 2021: Where Do Things Stand Halfway Through the Year?

10 Best Stocks for 2021: Where Do Things Stand Halfway Through the Year?

Netflix's management said something during the conference call that you may find interesting.

Why Netflix's Q2 Earnings Suggest Subscriber Growth for Disney+

Disney executives won't be traveling to Las Vegas next month to attend the National Association of Theatre Owner's CinemaCon.

Disney executives won't attend CinemaCon in-person as delta Covid variant rages in Las Vegas

Investors are still undervaluing these entertainment assets.

8,000 Reasons to Buy Disney Stock Right Now

Honeywell

Altria

Micron Technology

Retirement Systems of Alabama increased investments in Micron Technology, Altria Group, and Honeywell stock, and slashed its stake in Disney in the second quarter.

Alabama's Pension Bought Micron, Altria, and Honeywell Stock. Here's What It Sold.

The Disney Dream will be the first Disney cruise ship to set sail from the U.S. next month, the latest sign of the company's emergence from the coronavirus pandemic. The cruise line was shut down in March 2020 as Covid-19 began to upend life and businesses in the U.S. Three- and four-night cruises to Disney's...

Disney Dream To Set Sail In August In First Cruise From U.S. Since March 2020

Walt Disney Co's cruise division said on Friday it would start operations from U.S. ports again next month, following a months-long pause due to the COVID-19 pandemic.

Disney Cruise Line to resume sailing from U.S. ports next month

A new Disney+ series and a movie hitting theaters next week place theme park rides front and center.

Disney Rides Become the Feature Attractions

Walt Disney Co (NYSE: DIS) has announced the resumption of its Disney Cruise Line operations beginning on Aug. 9. What Happened: In a posting on the Disney Parks Blog, Yolanda Cade, director of public relations for Disney Signature Experiences, reported the Disney Dream cruise ship will be sailing from Port Canaveral, Florida, to the Bahamas for three- and four-night cruises, with a stop at the company's private island Castaway Cay.

Disney To Resume Caribbean Cruises In August

Disney Cruise Line has announced that the company will resume sailing on August 9, with the Disney Dream out of Port Canaveral.

Disney Cruise Line Sets Date For Relaunch With New Safety Measures For All On Board

Why I'm Buying More Disney Stock

The average American subscriber has four paid video streaming services, and will be subscribed to an average of 5.7 streaming services by 2024. There is nothing but growth in Disney's future. Reopening is here and streaming will continue to grow, making Disney the king by 2024.

Disney: This Is The Way

Netflix

New data shows Netflix, long the king of streaming, is losing attention as subscribers shift to competitors like Disney+ and Amazon Prime Video.

How Disney is Chipping Away at Netflix's Dominance

Align Technology

Etsy

If your kids' immediate needs are covered, these stocks could help build a nest egg for their future.

News for Disney Stock (DIS)