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 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

Thanks to its library of programming, including Marvel, Star Wars and Pixar, the streaming platform is delivering those blockbuster numbers on the cheap, relatively speaking.

The State Of The Streaming Wars As Disney+ Soars To 73 Million Subscribers

AMC Networks

Comcast

Discovery

Discovery Communications

Twenty-First Century Fox

AT&T

ViacomCBS

The TV ad market is on the mend after getting hit by a broader pandemic ad slowdown. Some networks are cautious about the coming quarters as Covid cases rise.

TV advertising is making a comeback after pandemic slowdown

The shares of Walt Disney Co (NYSE:DIS) are trading up 1.8% at $138, after the company reported narrower-than-expected fiscal fourth-quarter losses per share.

Options Traders Flock to DIS Following Upbeat Q4 Report

Walt Disney Co (NYSE: DIS) designed a strategic organization to accelerate its transition to a "real direct-to-consumer priority company, CEO Bob Chapek said Thursday afternoon on CNBC's "Closing Bell." Strategic Reorganization: Disney announced a strategic reorganization of its media and entertainment business in conjunction with its earnings report.

Disney CEO Bob Chapek On Reorganization Shift: 'Catalyze Growth Even Further'

The company's Disney+ paid subscribers reached to 73.7 million in the quarter, significantly higher than 57.5 million in the prior quarter

Disney reports its financial results for the fourth quarter, shares up

Walt Disney (DIS) stock is trading near a 10-month high after fourth quarter earnings, despite a 23% revenue decline.

Walt Disney (DIS) in Rally Mode After Mixed Quarter

Cisco Systems

Earnings from Cisco and Disney late yesterday both looked good, with CSCO's positive guidance lending some support early this morning. Volatility has eased, but lots of choppiness could continue in coming weeks as investors balance firm earnings, rising virus caseloads, and hopes for a stimulus.

Disney And Cisco To The Rescue: Firm Earnings Results Help Lead Market Back

5 Amazing Things About Disney's Blowout Quarter

The Walt Disney's (DIS) fourth-quarter fiscal 2020 results reflect adverse effects of the coronavirus pandemic despite solid growth in Disney+ user base.

Disney (DIS) Reports Loss in Q4 on Y/Y Decline in Revenues

Disney's 2020, year-end streaming results are stellar, better in many ways than they first appear, but there are many future complications related to how and where to launch new films and television shows. These decisions are as unprecedented as they are critical.

Disney's 2020 Year End Streaming Results Are Stellar – Better Than They Appear - But The Future Is Vastly Complicated

The media giant's streaming business is booming.

Disney+ Subscribers Surge

Shares of earnings reporters Walt Disney Co. and Cisco Systems Inc. are rallying Friday, to provide a nice 57-point boost to the Dow Jones Industrial Average's price. Cisco's stock is rallying 7.2% to pace all the Dow's premarket gainers, after the networking company reported late Thursday profit and revenue that fell less than forecast, and provided an outlook that was above expectations.

Disney, Cisco stocks would add nearly 60 points to the Dow's price

U.S. stock index futures rebounded on Friday as shares of Disney and Cisco advanced after both reported upbeat quarterly results, but investors remained cautious as many U.S. states imposed restrictions to curb the relentless surge in coronavirus cases.

Futures bounce back as Cisco, Disney jump after results

The Walt Disney Company (NYSE: DIS) reported a sharp increase in subscribers for its streaming service in the fiscal fourth quarter. Disney also said that its revenue was better than expected in Q4.

Disney reports narrower than expected loss in the fiscal fourth quarter

The Walt Disney Company reported on Thursday (Nov. 12) as part of its Q4 results that Disney+ had over 73 million paid subscribers at the conclusion of the quarter. “The response from consumers has been overwhelmingly positive.

Disney+ Garners Over 73M Paid Subscribers; Consumers Willing To Visit Disney Parks

The Walt Disney Company (DIS) CEO Bob Chapek on Q4 2020 Results - Earnings Call Transcript

Disney does not have a friend in California Gov. Newsom as CEO slams COVID-19 restrictions.

Disney CEO Bob Chapek slams California for ‘arbitrary' rules keeping park closed

The still-young streaming service mitigates severe revenue declines in the company's other segments.

Walt Disney Trounces Q4 Estimates on Back of Disney+ Subscriber Growth; Dividend Suspended

Disney CEO Bob Chapek said he was "extremely disappointed" in the state of California's call to prohibit Disneyland from reopening despite the company's science-based safety protocols. The comment was made during Disney's fourth-quarter earnings call with investors on Thursday. Following the firm's Q4 earnings release, Chapek and other executives discussed Disney's movie studio business, subscription growth, and a reorganization that is being carried out during the pandemic to bolster its streaming services. 

Disney CEO Bob Chapek said he is 'extremely disappointed' with California Gov. Gavin Newsom's call to keep Disneyland closed as COVID-19 cases soar (DIS)

The company has experienced deep losses in its theme park and movie divisions because of the pandemic, but investors don't seem to care at the moment.

Disney+ Passes 73 Million Subscribers as Streaming Takes Center Stage

Disney's swung to a $710 million loss in the fourth quarter as its theme parks and movie business continued to get crushed by the economic fallout from the coronavirus pandemic. The Mouse House, which had reported a $777 million profit in the year-ago quarter, said revenue for the period ended Oct. 3 sank 23 percent.

Disney swings to a $710M loss as pandemic crushes parks business

The 2020 fiscal year has been a rollercoaster year for The Walt Disney Company in more ways than one.

Disney Earnings: From Disney+ To Busy Theme Parks, Five Things You Should Care About

While most of Disney's theme parks were open during the company's fiscal fourth-quarter, the continued closure of Disneyland resulted in a big financial hit.

Disney said Covid-related costs shaved $2.4 billion from parks' operating income in latest quarter

Walt Disney CEO Bob Chapek blasted California Governor Gavin Newsom on keeping Disneyland closed despite the conglom's proven ability to open parks safely and reopening support by unions representing nearly 100% of workers. Chief financial officer Christin McCarthy said the company anticipates Disneyland will remain closed at least through the fiscal quarter — which ends...

Disney CEO Bob Chapek Blasts California Gov. Gavin Newsom On Shuttered Disneyland; Sees Park Closed At Least Through Year End

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