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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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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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

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Income tax payable

Non-current liabilities

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Stockholders equity

Minority interest

Total liabilities & equity

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Book value per share

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Capital expenditure

Purchase/sale of investments

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Cash from financing

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Cash from other sources

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Free cash flow

The Disneyland Resort in Anaheim, California has announced that a small part of Disney California Adventure theme park will be reopening in November for shopping and dining.

Disneyland Is Set To Reopen Parts Of California Adventure, Here's How It Could Impact Disney's Bottom Line

For the first time in at least a week, California Governor Gavin Newsom addressed his ongoing disagreement with theme park operators over state orders that are keeping them closed. “Self-evidently,” said Newsom verbosely, “we should be concerned about opening up large theme park which, by definition, people mix from all possible walks of life and...

California Governor Gavin Newsom Won't Budge On Theme Park Reopening Rules, Refuses To Say The Word “Disneyland”

AMC Entertainment

Disney's new focus on content and distribution and AMC's financial woes could make for the right deal at the right time.

Should Disney Buy AMC?

The streaming service has already surpassed even the wildest expectations for its success. This could be just the beginning.

Disney+ Could See 'Major Acceleration' From Season 2 of 'The Mandalorian'

GLENDALE, Calif.--(BUSINESS WIRE)--Star Wars fans tuned into the "Mando Mondays" digital event this morning where talent from “The Mandalorian" revealed products inspired by the series

Stars of The Mandalorian Kick Off Mando Mondays – the All-new Global Consumer Products Program Inspired by the Hit Lucasfilm Series “The Mandalorian” on Disney+

Netflix

Another buzz-generating animated feature is turning heads. It's disrupting the multiplex and premium streaming-distribution models at the same time.

Disney and Netflix Take Aim at, Well, Disney

Procter & Gamble

Starbucks

QUALCOMM

Where should your money be going once the pandemic ends and the coronavirus fades away? Check out these five stocks to buy first.

5 Stocks to Buy Now for a Post-Pandemic Era

The entertainment giant is already the market's biggest AVOD powerhouse, even if it's not touting the fact.

Here's Why Disney Isn't Worrying Too Much About the Rise of Free, Ad-Supported Streaming

A news report states that Disney may be limiting Hulu's growth for purposes of minimizing the eventual buyout price of Comcast's stake. This move is obviously not optimal for Comcast shareholders, but it is likewise nowhere near the interest of Disney.

Hulu Is Important To Disney's Current Strategy

Disney's results are not immune from COVID-19.

Should You Wait to Buy Disney Until a Coronavirus Vaccine Is Out?

Open theme parks and theaters are critical for Disney, as is the China market.

Is Disney's Relationship With China a Bigger Risk Than COVID-19 for Disney Stock?

The entertainment giant's decision to go all-in on streaming indicates that the COVID-19 economic crisis is far from over. Disney has announced a significant restructuring of its media and entertainment business, boldly placing most of its growth ambitions and investments into its recently launched streaming service, Disney+.

Why Disney's dramatic pivot to streaming is a wake up call for business leaders

The issue was that Mulan was filmed in the Xinjiang Uighur Autonomous Region, in close proximity to detention camps for Uighur Muslims, and Disney gave credit to ‘publicity department of CPC Xinjiang Uyghur Autonomy Region Committee' among other entities.

Why Is Disney Under Fire Over Mulan?

Comcast

Disneyland and other theme parks may not be able to reopen until 2021 under the current guidelines.

California Theme Parks Consider Suing State Over Restrictive Reopening Plan

California theme parks are exploring legal action in order to pressure the state into allowing amusement parks to reopen.

California theme parks could seek legal action to speed up reopening

Theme park executives from Disneyland, Universal Studios Hollywood, Legoland and the company that operates Knott's Berry Farm came together on Wednesday to decry what they see as an edict handed down by the State of California and Governor Gavin Newsom on Tuesday. Officials say the state guidelines make it nearly impossible for them to reopen....

Disneyland Execs, Officials At Other Theme Parks Blindsided By California's Restrictive Reopening Requirements: “Here's The Rules And You Have To Live With It”

Apple

Aimmune Therapeutics

Energy Transfer LP Unit

Freeport-McMoRan

Hercules Capital

Luckin Coffee

PennyMac Financial Services

Roku

Wayfair

Investors don't need a crystal ball to see how major trends in sectors such as e-commerce and biotech are supporting the best stocks in 2020. The post 10 Best Stocks for 2020: Megatrends Support This Year's Biggest Winners appeared first on InvestorPlace.

10 Best Stocks for 2020: Megatrends Support This Year's Biggest Winners

Charlie Brown and "Ted Lasso" will breathe new life into the fledgling streaming service.

Is Apple TV+ About to Crash the Netflix and Disney Party?

Thirds Point's letter pushing Disney to get more aggressive on streaming raises some interesting points worth further examination.

Disney: A Field Of Streams?

Disney and Comcast theme parks will remain closed in California for the near future.

What If Disneyland Doesn't Open Again Until 2022?

Coca-Cola

Both are leading blue-chip companies that are struggling through the pandemic. Both have plans to change.

Better Buy: Disney vs. Coca-Cola

That doesn't mean fans will be visiting the Happiest Place on Earth anytime soon.

California Issues Long-Awaited Reopening Guidelines for Disneyland and Other Theme Parks

The streaming giant's most recent quarter may have been quieter than hoped but it set the bar high for all its competitors as it rolls on. On October 20, Netflix threw down the gauntlet to Disney, showing its arch rival what it really means to a be a streaming-first company.

Netflix to Disney: This is what it means to be streaming first

Officials in California, home to Walt Disney's Disneyland, said on Tuesday that large theme parks cannot reopen until a county's Covid-19 risk level drops to the lowest tier of "minimal" spread.

California sets 'unworkable' restrictions on theme park reopenings, Disney says

Just minutes after California's Director of Health and Human Services unveiled restrictive new guidelines under which amusement parks in the state could reopen, the industry fired back. “We have proven that we can responsibly reopen, with science-based health and safety protocols strictly enforced at our theme park properties around the world,” said President of Disneyland...

News for Disney Stock (DIS)