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 2023

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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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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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Stockholders equity

Minority interest

Total liabilities & equity

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Net debt

Book value per share

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Cash from other sources

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Free cash flow

Walt Disney Co.'s DIS, +8.79% plans to get more aggressive with streaming as the pandemic hammers other areas of the media conglomerate helped earn the stock an upgrade from Guggenheim analyst Michael Morris after the company's Tuesday afternoon earnings report.

Disney stock surges 10% as new streaming push prompts pair of upgrades

Walt Disney Co (NYSE: DIS) shares gained 6.2% on Wednesday morning after the company reported more than 100 million streaming subscribers on Tuesday and said it plans to launch an additional streaming service.

Wall Street Weighs In On Disney's Impressive Streaming Subscriber Growth

U.S. stocks rose at the start of trading Wednesday as corporate earnings results continued to roll in, and investors pored over a disappointing jobs report from payroll provider Automatic Data Processing Inc.

S&P 500 trades within 2% of record high as Wall Street focuses on Disney subscriber growth and hope for fresh round of coronaviirus aid

Discovery Inc. CEO said the company is close to announcing a broad, new direct-to-consumer service that encompass all its brands and characters, will work with distribution partners and may or may or may not include advertising. CEO Davis Zaslav, in a conference call post quarterly earnings, promised more details soon. He called the product “a

Discovery Getting Closer To U.S. DTC Service; CEO David Zaslav Calls It “SUV” Of Brands, Characters Vs “Sportscars” Like Netflix, Amazon, Disney+

If you're a fan of collectibles, a lot of one-of-a-kind things happened in Disney's latest quarterly release.

3 Things Disney Isn't Likely to Ever Say Again

Walt Disney Co.'s DIS, +0.80% plans to get more aggressive with streaming as the pandemic hammers other areas of the media conglomerate helped earn the stock an upgrade from Guggenheim analyst Michael Morris after the company's Tuesday afternoon earnings report.

Disney stock gets an upgrade at Guggenheim amid new streaming push

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Stock market live updates: Dow futures up 200, Disney's subscriber surge, stimulus bill soon?

Netflix

Walt Disney Co. (NYSE: DIS) is reeling from the effects of the pandemic on its revenue.

Why Is Netflix’s Market Value Higher Than Disney’s?

Between Disney+, Hulu, and ESPN+, Walt Disney's direct-to-consumer transformation is well underway.

Walt Disney's Streaming Business Is Already Massive

Disney: Worst Is Over, DTC Impresses, Stock Is Still Cheap

The Walt Disney Company (DIS) CEO Bob Chapek on Q3 2020 Results - Earnings Call Transcript

The highly anticipated title will hit Disney's streaming service on Sept. 4, carrying a $29.99 premium access fee.

Disney Will Release Live-Action Mulan Straight to Disney+

Walt Disney’s chief executive and its CFO said the dramatic spike in Florida COVID-19 infections last month right when Walt Disney World reopened have resulted in higher cancellations at the park than they’d first anticipated  – and their expectations weren’t all that high to begin with. CEO Bob Chapek and chief financial officer Christine McCarthy

Disney CEO Bob Chapek Says Walt Disney World Seeing Cancellations From Florida’s COVID “Ebb And Flow”

The company lost $4.7 billion in the latest quarter, but also reported that Disney+ has about 60.5 million subscribers after nine months of operation.

Disney, Staggered by Pandemic, Sees a Streaming Boom

After reporting an eye-popping $5 billion loss, Disney said it will release “Mulan” directly to the Disney+ as it looks to its budding streaming service to carry it through the pandemic. Disney Chief Executive Bob Chapek on Tuesday told investors that the live-action version of its popular animated film from 1998 — originally scheduled to.

Disney says ‘Mulan’ plan a ‘one-off’ after posting $5B loss

The Walt Disney Company (NYSE: DIS) published its quarterly financial results on Tuesday that sent its shares up 5% in extended trading. According to CEO Bob Chapek, Disney will release Mulan online via Disney Plus.

Disney reports £3.61 billion of net GAAP loss in fiscal Q3

While Disney’s legacy businesses crashed in Q3 2020, the direct-to-consumer business led by Disney+ soared, and will likely get another major boost by "Mulan" which will now be offered as a premium video on demand.

Disney’s Q3 – Legacy Businesses Crash, Disney+ Soars, And ‘Mulan’ Goes To Premium Video On Demand!

Disney+ continues to shatter all expectations with no signs of slowing its growth anytime soon.

Disney+ Now Has 57.5 Million Subscribers

Shares of The Walt Disney Co. (NYSE:DIS), a major player in the entertainment and media industry, soared over 5% in aftermarket trading on Tuesday as strong subscriber growth in streaming services outshined impacts from park and resort closures.

Walt Disney Flies Higher on Strong 3rd-Quarter Streaming Service Growth

When The Walt Disney Company started it’s 2020 fiscal year last September it was on track to launch a brand new streaming service, debut multiple films from its owned studios, and continue to build upon the success at their theme parks.

Disney Earnings Call: Four Takeaways You Should Care About

The House of Mouse took a beating in the third quarter, but things could have been worse.

Walt Disney Reports 101.5 Million Streaming Subscribers

Disney (DIS) delivered earnings and revenue surprises of 118.60% and -6.91%, respectively, for the quarter ended June 2020. Do the numbers hold clues to what lies ahead for the stock?

Walt Disney (DIS) Q3 Earnings Top Estimates

Those wondering whether The Walt Disney Company would eventually give up on a traditional theatrical release for “Mulan” now have their answer.

‘Mulan’ is coming to Disney+ on September 4, for an additional price of $29.99

Disney announced Tuesday that its blockbuster feature "Mulan," which has been delayed from its theatrical release, will hit Disney+ on Sept. 4, for $29.99.

Disney's 'Mulan' coming to Disney+ in September for $29.99

Walt Disney Co. DIS, +0.80% plans to sell access to its long delayed "Mulan" live-action movie through Disney+ for $29.99, a new approach to that streaming service, and will launch a new international streaming offering under the Star brand.

News for Disney Stock (DIS)