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 Q1 2022

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

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Earnings data Q4 2023

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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

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Book value per share

Cash from operations

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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

Amazon

Starbucks

These stocks have the potential to reward investors who hold them for the long run.

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Walt Disney Co (NYSE: DIS) ended the last fiscal year with 73.7 million paid subscribers for its Disney+ streaming platform. Growth could continue with two upcoming catalysts.

2 Catalysts That Could Boost Disney+ Subscribers

Tesla

Abercrombie & Fitch

Best Buy

Burlington Stores

Tesla, Disney, Abercrombie & Fitch, Best Buy and Burlington were our top stock trades for Wednesday. So, let's look at the charts to see why.

5 Top Stock Trades for Wednesday: TSLA, DIS, ANF, BBY, BURL

Netflix

Daniel Loeb argued in a recent activist letter that the time to go all in on streaming is now. We consider that argument and whether/where it distinguishes itself from Disney's ongoing strategy.

Picking One's Battles In The Streaming Wars (Podcast)

During its last reported quarter, The Walt Disney Co. (NYSE: DIS) lost $2.4 billion of its parks and experiences segment which saw revenue drop as dramatically as 61%, generating $2.6 billion. The segment includes its parks, cruise lines, resorts and merchandising, which were ‘perfectly' exposed the havoc brought on by COVID-19.

COVID-19 Could Make Disney Even Stronger

A brief look at the Q4 earnings shows that the company is holding up well financially even though the parks and studio division are having difficulties. The company has created a distribution structure that will determine how content is sold in the marketplace.

Disney's Streaming Unit And Content Command A Premium

Disney (DIS) reportedly is considering sending three new potential blockbuster films directly to its streaming service and not to theaters.

Disney (DIS) May Stream Major Films, Bypassing Theaters

AT&T

ViacomCBS

Find out what most households added to their streaming lineups over the summer.

These 3 Streaming Services Crushed It Last Quarter

It's still unknown how much Disney's streaming push will cost its cable TV and theatrical film business.

2 Ways Disney's Big Bet on Streaming Could Still Disappoint Investors

Fastenal

Kirkland Lake Gold

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Green Thumb Industries Inc.

Innovative Industrial Properties

Their growth prospects look very compelling.

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Microsoft

Disney is reportedly considering bringing some upcoming films to its streaming service, and Microsoft is making video calls free for the time being.

Dow Jones Lower as Disney Mulls Skipping Theaters, Microsoft Makes Teams Video Calls Free for Now

There were many factors contributing to the increase, but there was one that clearly trumped them all.

Here's the Main Reason Disney+ Added 16 Million Subscribers in Q4

The Walt Disney Company has been severely affected with financial challenges due to the coronavirus pandemic.

Disney Will Not Return To 2019 Levels Until At Least Fiscal Year 2022, But Here's What Could Help

Disney is considering bypassing movie theaters and sending its upcoming films “Pinocchio,” “Peter Pan” and “Cruella” directly to its Disney+ home streaming service, according to a new report. Citing anonymous sources, Deadline reported Friday that the uncertainty of the coronavirus pandemic has the Mouse House rethinking its theatrical release strategy.

Disney may release ‘Pinocchio,' ‘Peter Pan,' ‘Cruella' straight to Disney+

The world's most-visited theme park will once again sell its multi-park pass. It's not the only thing that will be hopping come January.

Disney World Bringing Back Park Hoppers Is Bigger Than You Think

Disney+ has proved a popular channel that people are willing to pay to use to see movies.

Disney Might Send 3 Major Films Direct to Streaming, a Report Says

The media giant is closing in on new highs, but they may not have been earned.

Will Disney Stock Crash in 2021?

Comcast

SPDR Gold Trust

General Motors

Johnson & Johnson

Alan Fournier (Trades, Portfolio), leader of Pennant Capital Management, disclosed this week that his firm's top five trades during the third quarter included increased bets in the SPDR Gold Trust (GLD) exchange-traded fund and Walt Disney Co. (NYSE:DIS), new positions in Comcast Corp. (CMSCA) and General Motors Co. (NYSE:GM) and the closure of its Johnson & Johnson (NYSE:JNJ) position.

Alan Fournier's Top 5 Trades of the 3rd Quarter

Alphabet

Verizon

Verizon Communications Inc 5.9 % Notes 2014-15.2.54 Sr

Americans were forced to adopt a more virtual life in 2020, and this shift in behavior has boosted already growing demand for services ranging from broadband connectivity, wireless telecommunications and video streaming to food delivery and social networks, among others. These practices are expected to stay (and grow), and that's is great news for the market's best communication stocks.

5 Best Communication Services Stocks to Buy for 2021

It's still well behind the leaders, but its strength has big benefits for Disney.

Hulu Is Now the 5th-Largest Pay-TV Provider in the U.S.

Tudor Investment Corp, managed by billionaire investor Paul Tudor Jones (Trades, Portfolio), is known for successfully identifying macro themes and investing in companies that would benefit from the expected changes in operating conditions. Although the hedge fund did not meet performance expectations in the recent past, Tudor has a celebrated history that spans over four decades in which he has beaten the market more often than not.

Tudor Investment Boosts its Disney Stake

Pinterest

Block

3 of the Biggest Long-Term Winners of the COVID-19 Pandemic

Global favorites like "The Mandalorian" and dozens of local productions will be featured.

Walt Disney's Disney+ Expands to Latin America and the Caribbean

NIKE

Which iconic American brand is a better investment?

News for Disney Stock (DIS)