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 Q4 2022

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Earnings data Q2 2023

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Earnings data Q4 2023

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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

Charter Communications

Comcast

DISH Network

FuboTV

AT&T

These gains only extend a trend that the industry and its investors have ignored for too long.

Cable Streamers Like Fubo and Sling (Somehow) Added Customers in Q3

Disney (DIS) skipped its semi-annual dividend in July 2020 and will omit the January 2021 payment, citing COVID-19 and investment initiatives.

Disney (DIS) Continues Suspension of Cash Dividend

2021 could be a banner year for the entertainment giant.

Why Disney Could Be the Biggest Vaccine Winner

Charging a premium for early access to big-budget movies on Disney+ looks like an idea with staying power.

Disney Will Try More Releases Like "Mulan"

It's price hike season! Just a few weeks after Netflix bumped up prices on a bunch of its plans, it looks like Hulu will soon be charging more for its Live TV service.

Hulu will increase the price of its live TV service again on December 18th

Days after Disney CEO Bob Chapek praised Hulu's live TV offering during the company's quarterly earnings call, the company notified customers of a significant price increase. As of December 18, the package including more than five dozen networks will cost $64.99 a month for both current and new subscribers, up 18% from the previous rate...

Hulu To Hike Live TV Subscription Price By 18% In December

Recently, shares of Walt Disney Co (NYSE: DIS) received a number of target price increases. These are the details.

DIS Stock Price: $170 Target By RBC

The media giant is the country's fourth-largest cruise line operator, so its update is worth reading for investors in Carnival, Royal Caribbean, and Norwegian Cruise Line.

Disney Has Good News for the Cruise Line Industry

There's more to know than just the streaming service's 73.7 million global subscribers.

3 Things We Just Learned About Disney+ Beyond Its Subscriber Numbers

AMC Entertainment

Cinemark Holdings

Live Nation

SeaWorld Entertainment

Six Flags

Shares of entertainment and live event companies rallied in premarket trade Monday, after biotech Moderna Inc. said a Phase 3 trial of its COVID-19 vaccine achieved 94.5% efficacy, a far higher benchmark than previously expected. AMC Entertainment Holdings Inc. , the biggest cinema chain in the world, was up 19%, while Cinemark Holdings Inc. gained 12%.

Entertainment, live event and theme park companies rally on Moderna's positive coronavirus vaccine news

BURBANK, Calif.--(BUSINESS WIRE)-- #MickeyFriendsStayTrue--Disney teams up with award-winning chef and TV host Roy Choi to launch Mickey & Friends(giving), inviting fans to celebrate the holiday with a twist.

Disney Teams Up With Award-Winning Chef and TV Host Roy Choi to Launch “Mickey & Friends(giving),” Inviting Fans to Celebrate the Holidays With a Twist

The streaming service packed nearly five years of expected growth into a single year.

Disney+ Caps a Year of Incredible Growth

INmune Bio Inc

Microchip Technology

Maxim Integrated Products

National General Holdings

NXP Semiconductors

Palantir Technologies

PPG Industries

Unity Software

Varian Medical Systems

In this article we present the list of Top 10 Stocks Billionaire George Soros Just Bought. Click to skip ahead and see the  Top 5 Stocks Billionaire George Soros Just Bought .

Top 10 Stocks Billionaire George Soros Just Bought

On Thursday, The Walt Disney Co. (NYSE:DIS) reported results for the fourth quarter of fiscal 2020. For the year, revenue fell 6% to $65.4 billion, with a meaningful decline in the Parks, Experiences and Products segment as a result of the pandemic offset by growth in the Media Networks segment, primarily due to the inclusion of the assets acquired from 21st Century Fox.

Disney: The End of an Unprecedented Year

Consider that The Walt Disney Company (NYSE: DIS) has a market cap of $250 billion.

Disney Needs To Spin Out Disney+ Into A New Company

Cisco Systems

Home Depot

Lowe's

NIKE

Walmart

The week ending on Friday, November 13, 2020, was riddled with surprises. The election being contested and the surging COVID-19 cases hardly seemed to matter to the financial markets.

5 Dow Stocks Analysts Want You to Buy for 2021, With Catalysts and More Upside Ahead

Disney Stock Will Surge 20% to $166, According to This Analyst

JD.com

JD.com, Nio, Disney and Walmart were our top stock trades for Monday. Let's have a look at the charts to find out why.

4 Top Stock Trades for Monday: NIO, WMT, DIS, JD

Cisco expects a demand recovery, and Disney's streaming business is booming.

Dow Jones Up 400 Points as Cisco and Disney Stocks Surge on Earnings Beats

Walt Disney Co.'s streaming business continues to roar, but other parts of the company remain under pressure from the COVID-19 crisis.

The Ratings Game: Disney is getting a lot of streaming subscribers, but there may be a catch

The Streaming Wars: A New Hope For Disney

Activision Blizzard

Las Vegas Sands

Penn Entertainment

With the pandemic raging out of control, investors should consider in-house entertainment stocks as as good bets for the holiday season. The post 4 Entertainment Stocks Looking Forward to the Holidays appeared first on InvestorPlace.

4 Entertainment Stocks Looking Forward to the Holidays

Disney (DIS) delivers decent earnings results for fourth-quarter fiscal 2020 despite the coronavirus pandemic hurting its business segments.

Will Disney (DIS) ETFs Shine Post Q4 Earnings Results?

A number of Wall Street analysts have increased their price targets for Disney's stock after the media giant reported better-than-expected quarterly earnings and outlined its streaming-focused future. The company's buoyant stock price continues to reflect a striking sense of optimism given the sobering realities of COVID-19, which continues to hamper theme parks, theatrical moviegoing and...

Disney Stock Gets Wall Street Love As Analysts Lift Price Targets On Streaming Upside

Walt Disney Co (NYSE: DIS) shares gained 2.4% on Friday after the company reported a better-than-expected earnings loss in the third quarter and said its Disney+ streaming service now has more than 73 million paid subscribers. Disney reported an adjusted third-quarter EPS loss of 20 cents, beating Wall Street estimates of a 71-cent loss.

News for Disney Stock (DIS)