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 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.

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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

Comcast

SeaWorld Entertainment

SeaWorld Entertainment suffers an 81% drop in attendance, but there are silver linings in its third-quarter report.

Things Are Bad at Theme Parks, but Things Could Be Worse

In a memo obtained by CNBC, ESPN chairman Jimmy Pitaro confirmed roughly 300 layoffs as Disney shifts its entertainment and media business.

ESPN to lay off 300 people. Here's the memo

Walt Disney's ESPN will eliminate 500 positions, including 300 jobs that are filled and 200 that aren't, to reserve cash for DTC and digital initiatives, the sports media broadcaster, chairman Jimmy Pitaro said in a memo to staff Thursday. He said the division had reached an “inflection point.” “The speed at which change is occurring...

ESPN To Cut 300 Jobs, Eliminate 500 Positions Overall As It Reaches Digital “Inflection Point”

CA director of HHS delivered a revise of Governor Gavin Newsroom's theme park guidelines on Wednesday. Ghaly started by thanking theme park operators for their partnership in creating these guidelines. He said, during recent tours of the parks, state officials had seen great examples of line management and keeping groups apart. They had concerns, however,...

Disneyland, Other Large Theme Parks In California Must Wait To Reopen While Sports Events Get More Leeway

The House of Mouse will report its fourth-quarter and fiscal 2020 results on Nov. 12.

3 Things You'll Want to Know When Walt Disney Announces Earnings

Disney has plenty of cash and continues to invest in the future.

3 Reasons Disney Is a Safe Stock to Buy Right Now

Five executives from Walt Disney Co's (NYSE: DIS) 5 Star India business have announced their resignations, adding uncertainty and elevating risk to the company's global over-the-top expansion plans, according to BofA Securities. The Walt Disney Analyst: Jessica Reif Ehrlich maintained a Buy rating on Disney with a $146 price target.

BofA On Disney: Global OTT Expansion Plans At Risk

Disney has big ambitions to become a streaming-first company with Disney Plus, and a new initiative shows how the media company is leaning on advertising to grow overseas. Star India, the Indian version of Disney's direct-to-consumer service, Star, is rolling out a new platform that advertisers use to buy ads across linear and streaming channels, including its Disney Plus equivalent Disney Plus Hotstar. While Disney Plus does not have ads in the US, Hotstar sells pre-roll, mid-roll, and native ads across TV and the streaming app. 

Disney is rolling out a new ad platform in India, and it shows how the media giant is betting on advertising to grow its streaming business globally

Disneyland also finally got California rules after the theme parks business laid off 28,000 US employees.

Disney struggles with reopening global theme parks as Disneyland Paris closes again

Twenty-First Century Fox

Coca-Cola

Qurate Retail Inc

AMERCO

Yacktman Asset Management (Trades, Portfolio) recently disclosed its portfolio updates for the third quarter of 2020, which ended on Sept. 30.

Yacktman Asset Management's Top 3rd-Quarter Trades

Hasbro

The market is not fully appreciating the long-term value of Disney and Hasbro.

2 Top Stocks to Buy During the Holiday Quarter

The Walt Disney Company (NYSE: DIS) has developed a robot that can mimic the “illusion of life” by making human-like eye movements — although the eerie animatronic figure is yet to acquire a skin. What Happened: The humanoid robot torso, dressed in a shirt, is capable of mimicking facial movements, including breathing, blinking, and making head movements.

Disney's New Robot Is Skinless — And It Blinks

Marathon Petroleum

Here are trading recommendations for a weak market.

Stocks This Week: Sell Short Marathon Petroleum And Walt Disney

After Disney stocks tumbled more than 40%, finally bottoming out in mid-March, followed by layoffs, the company shifted its focus on its digital arm. The move proved itself successful.

Disney+ Won't Be Enough To Make Up For Losses From Theme Parks

Disneyland Paris is temporarily closing again as France enters a second nationwide lockdown to slow the spread of the coronavirus.

Disneyland Paris closes amid second COVID-19 lockdown in France

Microsoft

Investment gurus still see value in Microsoft and Disney.

The Smartest People on Wall Street Are Buying These 2 Stocks -- Should You Follow?

Disneyland Paris is set to close at the end of business Thursday, October 29 due to a second set of coronavirus lockdowns in France.

Disneyland Paris Is Closing Again Due To A Second Wave Of Coronavirus

DISH Network

AT&T

T-Mobile US

T-Mobile's going nationwide with its new video service.

T-Mobile's Taking On Disney, DISH Network, and AT&T

Amazon

Netflix

These entertainment stocks are laughing all the way to the bank as people stream original content more than ever due to the pandemic. The post 3 Entertainment Stocks to Binge On appeared first on InvestorPlace.

3 Entertainment Stocks to Binge On

Disneyland Paris is temporarily closing again as France enters a second nationwide lockdown to curb a surge in coronavirus infections.

Disneyland Paris shuts down again as France enters lockdown

Walt Disney Co's Disneyland theme park in Paris will close again as France heads back into lockdown to fight a second wave of coronavirus infections, the company said on Thursday.

Disneyland Paris to close again as France orders second virus lockdown

Theme parks across Europe, including Disneyland Paris, are closing down. All eyes are on Florida now.

Will Disney World Close Before Disneyland Reopens?

Senator Elizabeth Warren slammed Disney earlier this month over layoffs and other decisions that she says prioritized shareholders over employees. Now Disney has responded — and Warren is not satisfied with the company's reply.

Elizabeth Warren: 'Disney won't answer my questions' on layoffs and executive pay

Actors' Equity Association, the national labor union representing professional actors and stage managers in live theatre, said 720 of its 780 members employed by Walt Disney World have been laid off, part of the sweeping 28,000 staff reduction underway across the company's U.S. parks business. Before the pandemic, about 780 Equity members were employed at...

Walt Disney World Layoffs Hit 720 Actors' Equity Members

China Mobile Limited

Sirius XM Holdings Inc

These stocks are trading lower in 2020, but hope springs eternal for the year ahead.

News for Disney Stock (DIS)