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

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Earnings data Q2 2022

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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

Change in stock

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Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

The COVID-19 outbreak has changed how Hollywood does business.

Disney Says There's No 'Going Back' to Old Movie Theater Distribution Model

The streaming pioneer might have to relinquish its streaming crown, and sooner than you might think.

Disney Is Positioned to Overtake Netflix. Here's When

The pandemic has transformed audience expectations for movie releases, Disney CEO Bob Chapek told investors, and Hollywood is unlikely to return to traditional release windows. All the major studios are experimenting with new ways to distribute their most valuable products.

Even Disney's CEO Says Moviegoing Has Probably Changed Forever

Walt Disney Co (NYSE: DIS) CEO Bob Chapek spoke Monday at an investor conference and reinforced the case for the media and entertainment giant to benefit from an economic reopening, according to BofA Securities. The Disney Analyst: Jessica Reif Ehrlich maintains a Buy rating on Disney's stock with a $223 price target.

Analyst Increasingly Confident In Disney As A Big Reopening Beneficiary

Disney Chief Executive Bob Chapek said the pandemic has likely permanently narrowed the window for movies to play only in theaters. Pre-pandemic, cinemas depended on an exclusive 90-day window to screen films before they were made available to home distribution channels, such as pay TV and streaming services.

Disney CEO says there's no ‘going back' to old way of movie watching

The biggest content supplier for the movie theater industry doesn't want things to go back to the way they used to be.

Disney Hammers Another Nail in AMC's Coffin

Disney has debuted a suite of tools and offerings for advertisers designed to unify its linear networks and streaming platforms into a streamlined home for sponsored messages. At a tech showcase for media buyers, an online prelude to the traditional mid-May upfront, executives emphasized the versatility of Disney, especially since the company took full control...

Disney Tech Showcase Debuts Tools Bridging Streaming And Linear TV

Morgan Stanley

The Walt Disney Company (DIS) CEO Bob Chapek Presents at Morgan Stanley Technology, Media and Telecommunications Conference (Transcript)

Subscriptions for the Disney+ streaming service have grown beyond expectations thanks to surprisingly strong interest from adults who do not have kids at home, Reuters reported Monday, citing Walt Disney Co. (NYSE: DIS) Chief Executive Bob Chapek. What Happened: At the Morgan Stanley Technology, Media and Telecommunications Conference on Monday, Chapek reportedly said that Disney+ subscriptions worldwide were 94.9 million as of Jan. 2, and 50% of those customers lived in households without children.

Disney+ Subscriptions Are Growing Beyond Expectations, Thanks To Adults With No Kids At Home: CEO

American Express

Mairs and Power (Trades, Portfolio) sold shares of the following stocks during the fourth quarter, which ended on Dec. 31.

Mairs and Power Cuts Walt Disney, American Express

The king of entertainment is down, but it will come back strong.

2 Reasons Disney Is Still a Buy

Comcast

Sony

AT&T

Netflix

ViacomCBS

Due to the lockdowns associated with the pandemic, media stocks took a hit in 2020. But they're on the comeback trail this year.

7 Media Stocks Behind Big Upcoming 2021 Releases

Apple

Microsoft

Plug Power

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.

Here's Why Apple, Microsoft, Disney, Plug Power Are Moving

Walt Disney reportedly has reached a “broad agreement” on a media rights agreement that will see the Super Bowl return to the company's ABC network for the first time in more than a decade and will renew ESPN's “Monday Night Football” franchise, according to reports in Sports Business Journal (SB.

Disney, NFL Reportedly Near Broadcast Rights Deal

How Disney's streaming service is outmaneuvering Netflix, Amazon, HBO Max, and everyone else by subverting what had been the new way of doing business. Earlier this month, Netflix sent out an email announcing titles on its service for that week.

How Disney Plus is winning by ripping up the streaming playbook

Walt Disney Co has reached an agreement with the National Football League (NFL) for new media rights where sports channel ESPN will renew 'Monday Night Football' and ABC will return to the Super Bowl rotation, the Sports Business Journal reported on Friday, citing sources.

Disney reaches new media rights deal with NFL - Sports Business Journal

Two countries account for about 70% of its subscribers.

Does Disney+ Have an International Growth Problem?

After just one year, the House of Mouse is quickly catching up to the streaming pioneer.

Disney+ Is Gaining on Netflix

Alaska Air Group

Avis Budget Group

Expedia

Wyndham Hotels & Resorts Inc

Travel stocks are expected to enjoy a massive tailwind as more Americans are immunized against COVID ... and Wall Street knows it.

5 Travel Stocks to Buy as Americans Hit the Road

A Touch of Disney is coming to the media giant's original theme park resort. It will result in the sound of registers ringing.

Senses Working Overtime at Disney's Theme Parks

With Hollywood upended by the coronavirus pandemic, Disney —like other media companies — has prioritized its streaming ambitions. And it's taking a page out of Netflix's book to meet its long-term goals. The company launched its general-entertainment Star brand (which started in India) in Australia, New Zealand, Canada, and Europe on Tuesday as a new tile in the Disney Plus app. Last week, it announced had commissioned 10 European titles for Disney Plus and Star.

How Disney's international streaming strategy takes a page from Netflix's playbook

Carnival

Some voyages have been postponed even further.

Carnival and Disney Are Canceling Cruises Until at Least June

These media giants have both struggled with the pandemic, but their futures look very different.

Forget AMC, Buy Disney Stock Instead

Applied Materials

Deere & Company

DraftKings

Tesla

Taiwan Semiconductor Manufacturing

These hot stocks aren't going to be slowed down by earnings season. All seven stocks are well worth a look even if earnings disappoint.

These 7 Hot Stocks Should Stay Strong on Earnings Through 2021

For two weeks this spring, people can visit Walt Disney Co's (NYSE: DIS) Disney California Adventure Park to experience "A Touch of Disney." What Happened: On Wednesday, Disneyland Resorts announced starting March 18 customers can go to Disney California Adventure Park to sample food and beverages from around the park, see Disney characters, pose at special photo locations and shop for Disney merchandise.

News for Disney Stock (DIS)