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

Walt Disney Co (NYSE:DIS) shares are trading higher by 1.61% at $180.71 Thursday morning in anticipation of second-quarter earnings results after market close. Traders and investors will likely be watching for how Disney's theme park business revenues are performing now that Disneyland is welcoming visitors, as well as if the company mentions anything about having any trouble finding workers to take care of resorts and theme parks.

What's Happening With Disney Today?

Six Flags

Gas prices just hit their highest level since late 2014, but two summer travel stocks should be able to manage that risk.

Gas prices at multiyear highs won't impede these summer travel stocks, traders say

Walt Disney Co (NYSE:DIS) releases its second quarter results on Thursday at 4:30pm ET, alongside a webcast investor call. Whilst it has been a challenging year amidst the pandemic nonetheless Disney is still the world's largest media conglomerate, so it plainly has a robustness that other companies don't.

Five things to look for as Disney releases Q2 earnings

Alibaba

Boot Barn Hlds

Coinbase

Fuel Tech

Some of the stocks that may grab investor focus today are: Wall Street expects Alibaba Group Holding Ltd – ADR (NYSE: BABA) to report quarterly earnings at $1.79 per share on revenue of $28.11 billion before the opening bell. Alibaba shares rose 0.5% to $220.98 in after-hours trading.

5 Stocks To Watch For May 13, 2021

Airbnb

Aurora Cannabis

Luminar Technologies

One Dow Jones industrial average component, along with four other closely followed companies, are set to report quarterly earnings late Thursday as another week of this earnings season winds down.

Earnings Previews: Airbnb, Aurora Cannabis, Blink, Disney, Luminar

Universal Orlando and SeaWorld had already made the change last week, but Disney had previously held off.

Disney World Continues To Relax Covid-19 Rules With Reduced Physical Distancing Measures

Amazon

Caterpillar

Electronic Arts

American Water Works

Mimecast

Vanda Pharmaceuticals

With the trading day about halfway over, the markets were getting crushed. The Nasdaq was again facing the worst of this, with the index down about 2%.

Amazon, Caterpillar, Disney, EA, Target and More Wednesday Afternoon Analyst Calls

Disney's (DIS) second-quarter fiscal 2021 results are expected to reflect the negative impact of closure of its theme parks and postponement of movie releases despite solid ad revenues.

Closure of Parks & Theaters to Mar Disney's (DIS) Q2 Earnings

Comcast

Benzinga's Stock Wars series matches up two leaders in a major industry sector, allowing readers to decide which company is the better investment. In this week's installment, we take a look at two titans that dominate the entertainment industry: Walt Disney Co. (NYSE:DIS) and Comcast Corporation (NASDAQ:CMCSA).

Stock Wars: Disney Vs. Comcast

Wall Street expects to see about 14 million new Disney+ subscribers in Walt Disney's latest quarter. The market isn't so sure momentum will be sustained.

There's A Lot Riding On Disney+ When Disney Reports On Thursday

We have highlighted funds that have high exposure to Disney (DIS) that may be impacted as the company is set to soon release its second-quarter fiscal 2021 results.

Disney ETFs in Focus Ahead of Q2 Earnings

Walt Disney's (DIS) “Careers” page has openings for fireworks and special effects designers, suggesting the Magic Kingdom is gearing up to return its showpiece pyrotechnics to its parks, resorts, special events and even the Disney cruise lines as they all slowly reopen.

DIS Earnings Ahead Plus News On Subscriber Numbers, Summer Playlist And More

Walt Disney (DIS) is seeing favorable earnings estimate revision activity and has a positive Zacks Earnings ESP heading into earnings season.

Why Earnings Season Could Be Great for Walt Disney (DIS)

The reopening of Disneyland was the latest step on the road to recovery.

Why Everyone Is Talking About Disney Stock

A look at Disney (DIS) and Airbnb (ABNB) ahead of their upcoming earnings releases to see if investors should think about buying the stocks.

Disney and Airbnb Earnings: Buy Reopening Stocks Amid Tech Pullback?

Blue Apron

This marks the second partnership between the meal kit company and Disney.

Blue Apron partners with Disney, adds menu items to drive continued growth with ‘high-quality' customers

Disney's (DIS) Q2 results are expected to reflect the negative impact of coronavirus outbreak despite strong growth anticipated from Disney+.

Walt Disney (DIS) to Report Q2 Earnings: What's in the Cards?

Carnival

Southwest Airlines

Uber

Cyclical stocks had a rough 2020 due to the pandemic. But that will change due to low unemployment, fresh stimulus funds, and pent-up demand.

5 Cyclical Stocks All Set to Heat up for a Blockbuster Summer

DoorDash

Simon Property Group

Honda

Marriott

Toyota Motor

Tyson Foods

First-quarter earnings season continues with results from Tyson Foods, Walt Disney, Electronic Arts, DoorDash, Coinbase, and Marriott. Plus, inflation data and April retail sales.

Coinbase, Disney, EA, DoorDash, Simon Property, and Other Stocks to Watch This Week

Discovery

Netflix

Roku

People are turning to streaming services in droves, and these four companies are reaping the benefits.

4 Top Streaming Stocks to Watch in May

Roblox

Dow Jones Industrial Average hit a record high of 34,800 on Friday. With more earnings on the horizon, a further push next week is quite conceivable.

Traders: These two high-velocity stocks reporting earnings next week justify their high valuations

Apple

Brookfield Infrastructure

Enbridge

Hasbro

You can create your own rating system, but I strongly suggest you do rate your stocks.

News for Disney Stock (DIS)