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

Amazon

Comcast

Twenty-First Century Fox

ViacomCBS

"Nobody just wanted to be put television on the internet," National Football League executive Brian Rolapp told CNBC.

NFL's media chief sees Amazon, other streamers bringing a new level of interaction to games

Disney Cruise Line announced today a list of destinations around the world for summer 2022. Bookings open next week. Ports of call include the Greek Isles, the Mediterranean, northern Europe, Alaska and the Caribbean. Highlights include five new destinations in Europe including Chania, Greece; Porto, Portugal; Riga, Latvia; Maloy, Norway; and Nynashamn, Sweden, near Stockholm....

Disney Cruise Line Announces New Destinations, Itineraries Worldwide For Summer 2022

Netflix

That 2020 figure represents growth of 26% from the previous year.

Worldwide Streaming Video Subscriptions Top 1 Billion

Disney's (DIS) reopening of the two California parks along with robust adoption of Disney+ is expected to boost top-line growth prospects in the near term.

Disney (DIS) Set to Reopen California Theme Parks on Apr 30

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8 Streaming Stocks Vying to Be King

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Dave & Buster's

Planet Fitness

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7 Hot Stocks Ready for a Reopened Economy

Theme park reservations will be limited and only California residents may visit the parks under current state guidelines.

Disney Plans to Reopen California Parks on April 30

Despite rising more than 125% and having touched its all-time high in early March 2021 (reached $200 level on 8th March 2021), at the current price of $194 per share, Walt Disney stock still appears to have some upside left. Disney stock has increased from $86 to $194 off its recent bottom.

Disney Stock Reaches Its All-Time High – Time To Exit?

Disney's original theme park will open again at the end of next month -- after being dark for 413 days.

Welcome Back, Disneyland!

Walt Disney Co (NYSE: DIS) is poised to benefit from continued strong growth in direct-to-consumer streaming and a recovery in travel due to the rollout of COVID-19 vaccines, according to Tigress Financial Partners. The Walt Disney Analyst: Ivan Feinseth reiterated a Buy rating for Walt Disney.

A Bullish Disney Analyst On What COVID-19 Vaccines Mean For The House Of Mouse

Disney will reopen Disneyland and other California theme parks with limited capacity on April 30, after a year of closure due to Covid-19. Shares edged up.

Disney To Reopen Disneyland, California Parks On April 30; DIS Stock Edges Higher

Disney said Wednesday that its two California theme parks, Disneyland and Disney California Adventure Park, will finally reopen at the end of next month. The parks, which have been closed just over a year now due to the coronavirus pandemic, will open their doors to limited capacity on April 30, executives said.

Disneyland to reopen at the end of April

One of the most common questions traders have about stocks is “Why Is It Moving?” That's why Benzinga created the Why Is It Moving, or WIIM, feature in Benzinga Pro.

Why Disney Stock Spiked Higher Today

The closure, which began on March 14, 2020, is the longest in the park's history.

Disneyland Will Reopen on April 30

Walt Disney Co (NYSE: DIS) confirmed Wednesday it will reopen its Disneyland theme park in California on April 30 and the company is excited to "bring the magic back to everybody involved," Disney CEO Bob Chapek told CNBC's Julia Boorstin. What Happened: Disney's capacity guidelines will be set by California laws at 15% of fire-code capacity.

Disney CEO On Disneyland's April 30 Reopening: 'No Shortage Of Demand'

Walt Disney Co's two theme parks in California will reopen on April 30 to a limited number of guests, the company said on Wednesday, over a year after they closed to help fight the COVID-19 pandemic.

Disneyland theme parks in California to reopen April 30

After shutting its gates a year ago as the COVID-19 pandemic took hold in the US, Disneyland is reopening for business.  The Anaheim, California-based theme park — which includes both Disneyland Park and Disney California Adventure — will reopen to the public on April 30, Disney announced Wednesday.

Disneyland will reopen on April 30, more than a year after closing down (DIS)

The theme park had fought to reopen for months amid the government's continued shutdown order.

Disneyland Reopening April 30 After Year-Long Closure

Walt Disney Co. said on Wednesday it plans to reopen Disneyland Park and Disney California Adventure Park, both in Anaheim, Calif., on April 30 at about 15% capacity, after both were shuttered for more than a year because of the pandemic.

Disneyland Park, Disney California Adventure Park to reopen April 30

Walt Disney's flagship theme park Disneyland will reopen on April 30, the company said Wednesday. “The joy and laughter and magical moments of the Disneyland Resort will soon return to its theme parks as Disneyland Park and Disney California Adventure Park are planning to officially reopen to the public on April 30, 2021, with limited capacity,” Disney...

Disneyland To Reopen On April 30 At Limited Capacity

California's two Disney theme parks will reopen on April 30, CEO Bob Chapek said on CNBC's "Squawk Alley" Wednesday.

Disneyland to reopen on April 30, Disney CEO Bob Chapek says

Tomorrow is the day that Disney California Adventure will reopen more of the park to guests as Disneyland kicks off their new ticketed event A Touch of Disney.

Disneyland Will Reopen Part Of California Adventure Tomorrow With A Full Reopening Expected In April

The feeling is palpable, whether in studio meetings, streaming conferences or on network zooms - - the entertainment business is back, big-time.

Entertainment Stocks Soar; 10 Reasons For Even Greater Hollywood Bullishness

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News for Disney Stock (DIS)