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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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

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Total equity

Stockholders equity

Minority interest

Total liabilities & equity

Total debt

Net debt

Book value per share

Cash from operations

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Change in working capital

Cash from investing

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Purchase/sale of investments

Purchase/sale of business

Other sources

Cash from financing

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Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

Netflix

Disney+ followed Netflix in reporting underwhelming new subscription figures in its latest earnings. Should investors be worried about the slowing growth in the sector?

With Subscriber Misses By Netflix, Disney, Should Streaming Bulls Worry?

It wasn't just Disney+ that weighed on the media giant, but things will get a lot better.

Disney's Miss Was Better -- and Worse -- Than You Think

Walt Disney is a standout underperformer on an otherwise ebullient day for stocks Friday. Investors are fixated on what comes next for Disney+.

Disney Is the Biggest Loser in the Dow on Friday. Here's Why.

The Walt Disney Co. (NYSE: DIS) reported a 13% annualised decline in its second-quarter revenue that fell shy of estimates on Thursday, after the bell. The California-based company said it had 103.6 million paid subscribers on its streaming platform, Disney Plus, versus an even higher 109.3 million expected.

This analyst likes Disney stock after Thursday's disappointing report

Walt Disney Co (NYSE: DIS) shares traded lower by 3% on Friday after the company's fiscal second-quarter subscriber numbers fell short of Wall Street's expectations. On Thursday afternoon, Disney reported second-quarter EPS of 79 cents on revenue of $15.61 billion.

Walt Disney Shares Pull Back After Q2 Earnings: What Do Analysts Think?

DoorDash

Those who endured volatility earlier in the week are getting their reward.

DoorDash Delights, Disney Disappoints as Stock Markets Surge Again

Disney Chief Executive Bob Chapek said the surprise decision by the CDC to lift its mask requirements is “very big news” for its Disney World theme park — and he expects attendance to spike.

Disney CEO: CDC mask rule will spur ‘immediate' jump in theme park attendance

Benzinga's PreMarket Prep airs every morning from 8-9 a.m. ET. During that fast-paced, highly informative hour, traders and investors tune in to get the major news of the day, the catalysts behind those moves and the corresponding price action for the upcoming session.

PreMarket Prep Stock Of The Day: Disney

On an overall upbeat day on Wall Street, Disney stock dropped 3% in the early going as investors processed the company's checkered quarterly earnings report. Shares hovered around $172 and over the initial hour of the session they fell as much as 5% on the day, briefly dipping below $169. Shares have closed north of...

Disney Stock Sells Off As Wall Street Processes Streaming Cooldown

EXCLUSIVE: Cineworld has concluded a deal with Disney to show the studio's movies at its Regal chain in the U.S. and its cinemas in the UK, Deadline has learned. This now means the world's No. 2 exhibitor has new agreements in place with three of the major studios: Disney, Warner Bros and Universal, the latter...

Regal Parent Cineworld & Disney Agree Theatrical Deal For U.S. & UK

Walt Disney Co. (NYSE:DIS) stepped into the earnings confessional yesterday evening, reporting fiscal second-quarter earnings of 79 cents per share -- well above the 27 cents forecasted by analysts.

Options Traders Blast Disney After Earnings

Walt Disney Co. benefitted big over the past year as it shifted its narrative toward streaming video, but now comes the flip side of that equation.

The Ratings Game: Disney streaming slowdown puts long-term goals into focus

Walt Disney Co (NYSE:DIS) stock is in retreat in Friday's pre-market as slower streaming numbers put a dampener on quarterly results which otherwise presented reasons for positivity. The results beat expectations with earnings marked at US$901mln on US$15.61 of sales, and earnings per share reported at 79 cents vs market consensus that was pitched at 26 cents.

Disney stock retreats as streaming disappointment overshadows earnings boost

Airbnb

Companies are gearing up for an era in which Covid-19 isn't the primary driver of how people spend their money.

What Disney, Airbnb and DoorDash results reveal about the post-pandemic economy

Slowed growth is the new name of the game for top streaming services like Disney Plus and Netflix. The Walt Disney Company reported better-than-expected earnings per share on Thursday, but that didn't stop its stock price from taking an after-hours nosedive.

Disney stock price takes a hit after Disney Plus subscribers grow slower than expected

The company whiffed on two of the three key metrics investors were watching most closely for the quarter, though everything remains a work in progress.

The Good, the Bad, and the Ugly From Disney's Q2 Earnings Report

The Walt Disney's (DIS) second-quarter fiscal 2021 results reflect the adverse effects of the coronavirus pandemic despite solid growth in the Disney+ user base.

Disney (DIS) Q2 Earnings Beat, Coronavirus Hits Top-line Growth

Walt Disney stock retreats as streaming disappointment overshadows earnings boost

J.P.Morgan expressed confidence that Walt Disney Co's popular streaming service will grow at a robust pace despite a sluggish showing in the second quarter, and said its legacy businesses will also improve as economies reopen.

Disney+ Q2 subscriber additions slow, outlook still bright - J.P.Morgan

Co-Diagnostics

Coinbase

Dillard's

Plantronics

Some of the stocks that may grab investor focus today are: Walt Disney Co (NYSE: DIS) reported upbeat earnings for its second quarter, while sales missed expectations. Disney+ ended the second quarter with 103.6 million subscribers.

5 Stocks To Watch For May 14, 2021

Entertainment giant Disney has seen another drop in revenues, with the pandemic still weighing heavily on its business, as it plans to put yet another film straight onto its streaming platform.

Disney revenues continue to drop as entertainment giant pushes another film online

The Walt Disney Company on Thursday said it was seeing "encouraging signs of recovery" across a wide range of its businesses while its streaming television service grew slower than expected in the recently ended quarter.

Disney sees positive signs for business as streaming growth cools

The Walt Disney Company (DIS) CEO Bob Chapek on Q2 2021 Results - Earnings Call Transcript

Disney reported overall revenue of $15.6 billion, compared to $18 billion a year ago. Excluding certain items, Disney's diluted earnings per share came in at 79 cents per share, compared to 60 cents per share a year ago.

Disney misses on parks revenue, streaming subscribers but sees strong growth ahead

The Walt Disney Company (DIS) shares are down more than 4% in late trading on a big earnings beat for its fiscal Q2.

News for Disney Stock (DIS)