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

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Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

Disney stock gapped up as California parks are set to reopen April 1, but its opening of "Raya and The Last Dragon" was lackluster. The post Disney Stock Near All-Time High As Lagging Unit Gets Big Boost appeared first on Investor's Business Daily.

Disney Stock Near All-Time High As Lagging Unit Gets Big Boost

The Walt Disney Co.'s (NYSE: DIS) “Raya and The Last Dragon” was the top grossing film over the weekend, albeit with a somewhat anemic $8.6 million at the domestic box office and an equally underwhelming $17.6 million in box office returns from 32 global markets. What Happened: The first animated film theatrically released by Disney since the COVID-19 pandemic began, “Raya and the Last Dragon” is a tale of a warrior princess who teams with a juvenile dragon in a war against an army of evil spirits.

Disney's 'Raya And The Last Dragon' Opens To Disappointing $8.6M Domestic Box Office

The shares of Walt Disney Co. (NYSE:DIS) are up 2.7% to trade at $189.99, after California officials gave the theme park operator the go ahead to reopen Disneyland.

DIS Pops on Disneyland Reopening Announcement

Cinemark Holdings

The animated feature film was Disney's first release in a year, but it also was shown on Disney+.

Cinemark Strikes Back at Disney, Refuses to Show 'Raya and the Last Dragon'

Everyone in Hollywood these days seems to be vying for Disney's crown as the king of animation. Tinseltown has gone animation crazy in the wake of the pandemic, which has stalled live action production and accelerated demand for family-friendly content that can be streamed at home.

Disney faces competition as streaming giants ramp up animation production

Disneyland Resort will be allowed to open from April 1 with 15% capacity and other restrictions.  What Happened: The California Department of Public Health (CDPH) on Friday said that theme parks and outdoor sports stadiums will be allowed to reopen from April 1, but with certain restrictions.

California Says Disneyland And Other Theme Parks Can Reopen April 1

Disney (NYSE: DIS) shares continue to trade near record levels, but the risk/reward ratio is not good for long-term investors. Fundamental analysis: Disney's business will be affected by the pandemic certainly the next several months The Walt Disney Company is an American diversified multinational mass media and entertainment conglomerate which trades on the New York […] The post Disney shares remain in a bull market supported by Q1 results appeared first on Invezz.

Disney shares remain in a bull market supported by Q1 results

When you wish upon a star... Disney's original theme park may reopen as early as April 1.

Disneyland Might Be Open as Soon as Next Month

American Express

Cisco Systems

Intel

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Johnson & Johnson

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UnitedHealth Group

Two new breakout stocks for Week 10 of 2021 with better than 10% short-term upside potential. This past week both LMAT +12.5% and YI +12.2% gained more than 10% while the average return to the close for all four tech/healthcare selections was a loss of -22.9%.

Week 10 MDA Breakout Stocks - March 2021: Short-Term Picks To Give You An Edge

Gov. Gavin Newsom had previously been extremely resistant to theme park's pleas to reopen.

Disneyland, Other California Theme Parks May Reopen As Soon As April

California health officials on Friday gave Walt Disney Co's Disneyland and other theme parks the go-ahead to reopen at limited capacity from April 1, after a closure of almost a year due to the coronavirus pandemic.

Disneyland, other California theme parks get go-head for limited reopening April 1

Twenty-First Century Fox

Mexico's telecoms regulator, the IFT, on Friday said in a statement that it approved granting Walt Disney Co and Twenty-First Century Fox Inc an extension to the period in which Fox Sports in Mexico must be sold.

Mexican telecoms regulator approves granting extension to Disney, Fox to sell Fox Sports

It's probably going to cost you a lot more cheese the next time you visit Mickey Mouse's original theme park.

How Expensive Will Disneyland Be When It Reopens?

Airbnb

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Disneyland Resort has also become a coronavirus vaccine super site.

California Adventure event tickets now on sale: Here's the latest Disneyland reopening updates

The House of Mouse continues to reposition its business for growth.

Disney to Close 60 Retail Stores to Focus on E-Commerce

Like a fair princess drawn to a dashing prince, the quickening digital shift by consumers has lured Disney away from its brick-and-mortar retail stores and will see it instead pouring more energy and focus into its eCommerce platform. In announcing its plan to shut “at least 60 stores in North America” this year — about […]

Disney's Love Affair With Digital Will See It Close 20 Pct Of Brick-And-Mortar Stores

Disney plans to close 60 stores across North America by the end of 2021 to focus on e-commerce, the company announced Wednesday. The closures will affect 20% of Disney's 300 global retail stores before it looks at more potential closures, especially in Europe, according to CNBC. Japan and China will not be affected. Disney also acknowledged that this change would lead to layoffs but declined to say how many people will be impacted.

Disney plans to close at least 60 stores across North America in 2021

The Disney Store, once a mall mainstay, is drastically reducing the number of locations it has in the United States and Canada.

Disney is closing 60 stores in the US and Canada

Covid-19 changed created new consumer habits that will stick around after the pandemic.

Disney just showed you what a post-pandemic economy will look like

ASML Hld

Snap

Disney and two other stocks could be great long-term investments if the pandemic sparks a new decade of economic expansion.

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Walt Disney Co plans to close at least 60 Disney retail stores in North America this year, representing about 20% of its worldwide total, the company said today. The move will see the entertainment conglomerate focus more on digital shopping platforms. Disney said it is also looking at cutting back on its European stores, but...

Disney Shutting At Least 60 Retail Stores In North America, Will Focus More On E-Commerce

Walt Disney Co will close at least 60 Disney retail stores in North America this year as the company revamps its digital shopping platforms to focus on e-commerce, the company said on Wednesday.

Disney to close 60 North American retail stores, focus on e-commerce

Disney is closing 20% of its brick-and-mortar Disney Stores before the end of the year as it shifts more focus to its e-commerce business.

News for Disney Stock (DIS)