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

With Disneyland Paris introducing a new paywall for access to expedited lines, it's easy to see why Disneyland and Disney World may follow suit. Let's go over reasons why it might not happen.

3 Reasons Disney World Will Not Start Charging for FastPass

Apple

Advanced Micro Devices

Chewy

DraftKings

Southwest Airlines

Zillow

Not all stocks are at record highs right now. Many big name companies that saw success in 2020 have undervalued stocks ripe for buying.

7 Undervalued Stocks to Buy for July 2021

Disney+ added less than 1 million North American subscribers in three months.

Has Disney+ Already Saturated the U.S. Market?

Disneyland Paris starts charging for access to expedited FastPass queues. Don't be surprised if Disney World in Florida is next.

Will Disney World Start Charging for FastPass?

Netflix

Cathie Wood-led Ark Investment Management on Tuesday snapped up 108,653 shares, estimated to be worth about $18.87 million, in the media and entertainment company Walt Disney Co (NYSE: DIS) on the dip. Disney shares fell 1.93% to $173.69 on Tuesday.

Cathie Wood Boosts Disney, Netflix Stakes, With $19M Buy In Each

Caterpillar

U.S. indices were trading lower Tuesday as stocks slightly pull back following last week's strength. The SPDR Dow Jones Industrial Average ETF Trust (NASDAQ:DIA) fell by 0.61% to $345.82

Disney And Caterpillar Lead The Dow Jones Lower Tuesday

Walt Disney Co (NYSE:DIS) hit a new all-time high of $203.02 on March 8 despite many of its parks, hotels and cruise ships having brought in very little or no revenue over the course of the pandemic. The company has been able to survive, and thrive even, largely thanks to its streaming service Disney+.

Disney's Stock Looks Set For A Break

Walt Disney Co.'s (NYSE:DIS) Disney+ channel reported a slower subscriber growth in the home market than the rest of the world. According to reports, internal data for the video streaming service showed 38 million domestic (US and Canada) subscribers for May compared to 37 million reported in April.

As Disney+ growth slows at home, should you invest in DIS stock?

Peloton

Six months into the year and The Walt Disney Company (NYSE: DIS) is still trading in the stock market around the same price at which it started 2021. But Loop Capital Markets' president Kourtney Gibson is confident that it's only a matter of time before Disney stock takes off.

Loop Capital Markets' president prefers Disney over Peloton: here's why

Alaska Air Group

Kraft Heinz

Coca-Cola

Exxon Mobil

If there is any holiday celebrated in the United States that is among the favorites among all citizens, it has to be Independence Day.

5 All-American 4th of July Stocks to Buy for Year-Round Gains

More fans are tuning in to watch this year's NBA playoffs. That has the potential to boost profits at Disney.

NBA Viewership Is Up: Why That's Good News for Disney

AMC Entertainment

EPR Properties

Realty Income Corp

What will the movie theater business look like beyond 2021?

Will Movie Theaters Survive or Even Thrive in 2022 and Beyond?

American Campus Communities

As campus life returns to normal, students will need places to live.

Colleges Are Reopening -- Here's 1 Stock That Could Win Big

BURBANK, Calif.--(BUSINESS WIRE)--The Walt Disney Company (NYSE: DIS) will discuss fiscal third quarter 2021 financial results via a live audio webcast beginning at 4:30 p.m. ET / 1:30 p.m. PT on Thursday, August 12, 2021. Results will be released after the close of regular trading on August 12, 2021. To listen to the webcast, please visit www.disney.com/investors. The webcast presentation will be archived.

The Walt Disney Company Executives to Discuss Fiscal Third Quarter 2021 Financial Results Via Webcast

Costco

Home Depot

NIKE

SVB Financial Group

Tesla

Brands have gotten woke for years. Social media, however, makes it easier to get the message out.

The 7 Best Retail Stocks to Buy as Brands Get Woke

Carnival

Norwegian Cruise Line

Royal Caribbean Cruises

Disney nixes its first cruise in more than a year, and the rest of the industry is off to a slow recovery this season.

It's a Cruel Summer for Cruise-Line Stocks

Earlier this month, ProPublica published a story on how people of great wealth take advantage of legal tax benefits to minimize their taxes and hold onto their wealth.

Warren Buffett Should Pay More Tax Says Disney Heir

Disney has had a solid year, though DIS stock has pulled back from the March highs. With vaccination rates rising and theme parks reopening, the second half of 2021 looks promising for DIS.

Best Stocks For 2021: The Magic of Disney Is Shining Once Again

Walt Disney Co's cruise division said on Monday it is postponing its first test cruise from a U.S. port after a few volunteers showed "inconsistent" test results for COVID-19.

Disney postpones test cruise on 'inconsistent' COVID-19 test results

This company could be a big winner of both the pandemic and the return to normalcy.

1 of the Best Reopening Stocks You Can Buy

Bank of America

Inflation is at its highest level in almost 30 years. Here's a great way to play it.

Worried About Inflation? Here's 1 Stock You Should Put on Your Radar

The Walt Disney Company (NYSE: DIS) shares have found strong support above $160, and according to technical analysis, bulls remain in control of the price action. Fundamental analysis: UBS sees Disney well positioned for the next stage of the recovery Theme parks show signs of recovery, trends are improving, and many analyst firms point to […] The post Is Walt Disney stock a good buy in July 2021?

Is Walt Disney stock a good buy in July 2021?

Boeing

U.S. indices were trading higher Thursday amid President Joe Biden declaring that the White House had struck an infrastructure deal with a bipartisan group of senators. Investors also continue to weigh recent comments from Fed Chair Powell, who indicated inflationary pressures would abate.

Boeing And Disney Lead The DIA Higher Thursday

Snap

Stocks are soaring this week, nabbing new records  left and right.

News for Disney Stock (DIS)