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

Earnings data Q3 2021

Earnings data Q4 2021

Earnings data Q1 2022

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

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Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

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.

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

On Tuesday, Disney said the Covid-19 outbreak cost its Parks, Experiences and Products segment around $3.5 billion in lost revenue in its fiscal third quarter.

Coronavirus shutdown cost Disney $3.5 billion in theme park revenue in the third quarter

Disney+ had more than 60.5 million paying subscribers as of yesterday, according to The Walt Disney Company’s CEO Bob Chapek. Chapek shared the number during a call to discuss the company’s latest earnings report, which covered the company’s most recent quarter ending on June 27.

Disney+ grows to more than 60.5M subscribers

Walt Disney said revenue last quarter was $11.87 billion, lower than expected and down 42% from the year before with the theme park division taking a $3.5 billion hit on a major and hit from parks. The numbers were hotly anticipated as a measure of how partial reopenings of parks, stalled production and live sports

Walt Disney Misses On Revenue As Theme Parks See $3.5 Billion Hit; Profit Beats Street; Media Networks, Studio Mixed

The Walt Disney Co. (NYSE: DIS) released fiscal third-quarter financial results after markets closed Tuesday.

How Analysts Got Disney Earnings So Wrong

Walt Disney Co (NYSE: DIS) reported adjusted quarterly earnings of 8 cents per share on Tuesday, which does not compare to the analyst consensus estimate of a 64-cent loss.

Walt Disney Theme Parks Revenue Drops 85%, Disney+ Subscribers Hit 57.5M

Walt Disney Co. reported a quarterly loss of nearly $5 billion Tuesday due to a pandemic that has all but paralyzed its theme parks, live productions and cruise line.

Disney loses nearly $5 billion in three months as pandemic wreaks havoc on business

Walt Disney Co on Tuesday reported a rare quarterly loss as the COVID-19 pandemic pummeled its theme parks, television networks and movie studio businesses, even as the crisis helped its streaming services gain users.

Disney posts rare quarterly loss on COVID-19 blow

Disney reported 57.5 million subscribers to Disney+, the direct-to-consumer streaming service that launched last November. After rising from 54.5 million subscribers as of the beginning of May, Disney+ is on the verge of the 60 million to 90 million range it told investors it would get to by 2024. Hulu, the company said, now has

Disney+ Nears 5-Year Streaming Goal In First Eight Months, With 57.5M Subscribers

Disney reported earnings for its third quarter of 2020 after the bell on Tuesday as it continues to feel the impact of the coronavirus pandemic on sectors like its parks business.

Disney squeaks by with profitable quarter, boasts more than 100 million streaming subscribers

Between Disney Plus, Hulu and ESPN Plus, Disney's streaming services have more than 100 million subscribers combined.

Disney Plus hits 57.5 million subscribers

BURBANK, Calif.--(BUSINESS WIRE)--The Walt Disney Company (NYSE: DIS) today reported earnings for its third fiscal quarter ended June 27, 2020.

The Walt Disney Company Reports Third Quarter and Nine Months Earnings for Fiscal 2020

Disney's third-quarter fiscal 2020 results are expected to reflect the pandemic woes largely due to soft advertisement business, shuttered parks and entertainment division and stalled sports events.

Disney to Report Q3 Earnings: ETFs in Focus

Home Depot

Disney's numbers are going to be rough this afternoon, and Home Depot is building three new distribution centers to handle increased demand.

Dow Jones Rises as Disney Earnings Loom, Home Depot Expands Distribution Network

Disney reports fiscal Q3 results late as the resurgence in coronavirus cases jeopardizes recovery plans across its media and entertainment holdings.
The post Disney Earnings Report Due As Coronavirus Relapse Clouds Outlook appeared first on Investor's Business Daily.

Disney Earnings Report Due As Coronavirus Relapse Clouds Outlook

Investors are focused on Disney+ service and its growing subscriber base amid the pandemic. At the same time, they expect the park, movie and ad businesses to have taken a hit in Q3.

How Damaging Has Coronavirus Been for Disney (DIS) Q3 Earnings?

Disney (DIS) reports Q3 FY earnings after market close on August 4. Can the company stem its net losses and plunging revenue?

Disney Earnings: What to look for from DIS

Disney's (DIS) third-quarter fiscal 2020 results are expected to reflect the negative impact of coronavirus despite Disney+'s user-base & top-line growth.

Coronavirus Dampens Disney's (DIS) Projections in Q3 Earnings

Altria

These stocks are trading at bargain prices, but they look poised to bounce back.

2 Value Stocks to Buy in August

Walt Disney (NYSE: DIS) announces its next round of earnings this Tuesday, August 04.

Earnings Outlook For Walt Disney

Fiscal Q3 will reflect the full impact of COVID-19 on the company’s financial performance.

Disney’s Pre-Earnings Report – What You Need To Know As An Investor

Netflix

Our trading models produce several long and short ideas each week. Today, I share an interesting trade regarding two big names: Netflix (NFLX) and Disney (DIS).

Is It Time to Buy Netflix Stock (NFLX) and Sell Disney (DIS)?

Investors are too optimistic about DIS stock right now. The stock will start to look attractive if it drops into the $90s.

Disney Stock Is Overpriced as Coronavirus Challenges Mount

Beyond Meat

Roku

Block

Uber

This week could turn the earnings tide in either direction, with nearly 130 S&P 500 companies set to report, including Dow member Disney that is facing the toughest challenges tied to the pandemic.

5 Stocks to Watch This Busy Earnings Week

During Disney’s closure it’s estimated that the business lost an estimated $1 billion in operating income because of the worldwide theme park closures during the quarter.

Amid Reopening Disney Quietly Closed Attractions And Canceled Planned Overhauls

For Walt Disney Co , the ability to sell "Frozen"-themed water bottles at the Magic Kingdom theme park while selling ads during the NBA playoffs has historically been its greatest strength.

News for Disney Stock (DIS)