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

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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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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

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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

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Purchase/sale of investments

Purchase/sale of business

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Cash from financing

Change in stock

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Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

Activist investor Dan Loeb on Wednesday urged Walt Disney Co to stop its dividend payment and redirect the money to make more content.

Activist investor Dan Loeb urges Disney to stop dividend to fund content

SeaWorld Entertainment

Come next month, SeaWorld Entertainment will be the only major theme park operator running a water park in Orlando. It is zigging as Disney World and Universal are zagging.

Is SeaWorld Growing at the Expense of Disney and Universal in Florida?

Disney (DIS) has made 4K HDR forms of Disney, Marvel, and Pixar movies available on Apple's iTunes and Apple TV just ahead of holidays.

Disney (DIS) Adds Its Own, Marvel & Pixar Films in 4K on iTunes

BURBANK, Calif.--(BUSINESS WIRE)--The Walt Disney Company (NYSE: DIS) will discuss fiscal full year and fourth quarter 2020 financial results via a live audio webcast beginning at 4:30 p.m. EST / 1:30 p.m. PST on Thursday, November 12, 2020. Results will be released after the close of regular trading on November 12, 2020. To listen to the webcast, please visit www.disney.com/investors. The webcast presentation will be archived.

The Walt Disney Company Executives to Discuss Fiscal Full Year and Fourth Quarter 2020 Financial Results via Webcast

California's health secretary on Friday agreed to hear more input from theme park operators before issuing reopening guidelines, a step that further delays Walt Disney Co's plans to welcome visitors back to Disneyland.

Disneyland reopening on hold as California delays theme park guidelines

This week, Walt Disney Corporation (NYSE: DIS) announced that approximately 28,000 domestic employees will be laid off. Although about 67% of this figure is made up of part-time workers, this still represents about 25% of its  Parks, Experiences and Products workforce.

What Mass Furloughs Imply For Disney's Kingdom

Disney still has the potential to be one of the best stocks in 2020. Why? Its strong streaming media business keeps growing.

Best Stocks for 2020: Disney Stock Offers a Magical Blend of Risk and Reward

Disney stock is trading close to 20% below the all-time high set in November 2019. There could still be some more pain for DIS shares The post Disney Stock Is Way More Likely to See $115 Before It Sees $150 appeared first on InvestorPlace.

Disney Stock Is Way More Likely to See $115 Before It Sees $150

Disney (DIS) adds GroupWatch co-viewing feature to Disney+ streaming app to attract subscribers.

Disney (DIS) Adds Group Watch Feature for Disney+ in US

American Airlines Group Inc. (NASDAQ: AAL) and United Airlines Holdings Inc.

Disney + Airlines = 60,000 Layoffs

Disney’s enviable galaxy of beloved name brands and franchises harmoniously integrated across the company’s wide-ranging platforms has served as a virtual master class in Intellectual Property revenue exploitation.

Disney’s Diverse Portfolio Shows Vulnerability

Disney (DIS) layoffs for 2020 have the company cutting jobs at its theme parks due to the impact of the novel coronavirus. The post Disney Layoffs 2020: 13 Things to Know About the Job Cuts appeared first on InvestorPlace.

Disney Layoffs 2020: 13 Things to Know About the Job Cuts

Around two-thirds would be part-time workers, some of whom were furloughed after the coronavirus pandemic descended in March. On Tuesday, hours before the curtain would rise on the stunning trash fire of the first presidential debate, the Walt Disney Company sent a memo to its employees announcing that many of them—28,000, news reports would specify—would be out of a job in the next few days.

Abigail Disney thrashes Disney’s layoff announcement: ‘They were always coming’

Should investors buy or are the Disney bulls merely wishing upon a star?

Is Disney a Safe Bet During the Pandemic?

Disney stock is gaining momentum again as the company is poised to make a comeback next year thanks to Disney+. The post Disney Stock Is This Year’s Streaming War Winner appeared first on InvestorPlace.

Disney Stock Is This Year’s Streaming War Winner

According to a statement from Disney, approximately 28,000 domestic employees will be affected by the layoffs, of which about 67% are part-time.

What Disney’s Mass Layoffs Mean For The Entertainment Giant Going Forward

Companies are cutting jobs as the coronavirus pandemic stretches on.

Disney leads companies announcing layoffs

The Walt Disney Company (NYSE: DIS) expressed plans of cutting its workforce by 28 thousand jobs on Tuesday. The layoff, it added, will primarily affect theme parks in the United States where COVID-19 continues to weigh on visitor numbers.

Disney to cut its workforce by 28 thousand jobs in the United States

Walt Disney Co. (NYSE: DIS) has announced the layoff of 28,000 theme park workers.

Disney’s 28,000 Layoffs Are Tip of Travel Jobs Nightmare

Walt Disney Co (NYSE: DIS) theme parks are still dealing with the impact of lockdown and the company is forced to slash around 28,000 jobs, it said in an internal memo accessed by CNBC. Josh D’Amaro, head of parks at Disney, in the memo said that approximately two-thirds of the layoffs would include part-time employees, and dubbed it a “difficult decision,” CNBC reported.

Disney To Let Go 28,000 Theme Park Workers As Pandemic Forces 'Difficult Decisions'

Around two-thirds of the cuts will be made to the company's theme park workforce.

Disney to Lay Off 28,000 Workers in Parks, Experiences, and Products Unit

Squeezed by limits on attendance at its theme parks and other restrictions due to the pandemic, Walt Disney said Tuesday it planned to lay off 28,000 workers in its parks division in California and Florida. Two-thirds of the planned layoffs involve part-time workers but they ranged from salaried employees to hourly workers, Disney officials said.

Disney axing 28,000 workers at California, Florida theme parks

Walt Disney announced it was laying off 28,000 employees from its theme park business on Tuesday, the latest company to announce huge jobs cuts in the wake of the coronavirus pandemic.

Walt Disney sheds 28,000 jobs at theme parks as pandemic bites

Disney will cut 28,000 jobs in domestic theme parks, after the coronvirus led to prolonged closures. The post Disney Cuts 28,000 Theme Park Jobs, Partly Blames California appeared first on Investor's Business Daily.

Disney Cuts 28,000 Theme Park Jobs, Partly Blames California

The COVID-19 pandemic has savaged nearly every business with doors, seats, and tables, and rooms.

News for Disney Stock (DIS)