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.

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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

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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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Total equity

Stockholders equity

Minority interest

Total liabilities & equity

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Book value per share

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Cash from other sources

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Most analysts are recommending Disney, but it faces many obstacles. Here's why you should wait to purchase DIS stock.

Wait for Disney to Get Cheaper Before Buying DIS Stock

Annual passholders to the world's busiest theme park are playing third fiddle these days -- and they are not happy about it.

Will Disney World Play Nice With its Biggest Fans?

This is the final article in my series about The Walt Disney Company (DIS).

Disney Valuation, Part 5: Conclusion

Bear of the Day: The Walt Disney Company (DIS)

Twenty-First Century Fox

ViacomCBS

Disney, ViacomCBS and Fox are likely to see the biggest benefits with the return of live sports, part of a $46 billion ecosystem that's been on hold in the pandemic. Streaming services might see more churn as fans move back to traditional TV.

Disney, Fox, ViacomCBS Likely Biggest Beneficiaries Of Live Sports Return To Air

Global media and entertainment giant Walt Disney Co (NYSE: DIS) is a textbook example of how a management team needs to react quickly after initial plans are faltering, The Wall Street Journal reported. The big July that wasn’t July was supposed to be a very busy month for Disney as theaters across the U.S.

Disney Forced To Adjust Strategy As COVID Plans Falter

Disney was the number one advertiser in the United States in the first six months of 2020 before joining the Facebook ad boycott along with over 750 other companies including Coca-Cola Co.﻿KO﻿, Lego, and Verizon Communications Inc﻿VZ﻿.

Slashing Facebook Ad Spending Is A Win For Disney On Branding And Savings

Roku

Netflix, Inc. (NASDAQ: NFLX), which reported second-quarter earnings Thursday, is not the only streaming company attracting investors’ attention.

2 Analysts On Why Disney, Roku Are Streaming Stock Alternatives To Netflix

Disney Quietly Joined The Facebook Advertising Boycott As Movement Against Hate Speech Picked Up: Report

The Walt Disney Co. is “slashing” its ad spending on Facebook, according to a report in the Wall Street Journal. Disney becomes the latest company to withdraw ads from Facebook, which is suffering from a boycott by its advertisers over its policies on so-called “hate speech” and other content. But Disney was the leading advertiser

Disney Is Latest Company To Cut Facebook And Instagram Advertising – Report

Facebook, Inc. (NASDAQ: FB) already faced a large drop in ad revenue as clients pulled campaigns.

Facebook Faces Huge Fall Out As Disney Pulls Ads

The streaming service is a hit with fans around the world.

Can Disney+ Reach 100 Million Subscribers by the End of 2020?

Disney, one of the social network's largest advertisers, put the brakes on Facebook ads for its streaming service, says The Wall Street Journal.

Facebook loses Disney Plus ad dollars amid boycott, report says

Walt Disney has become a latest company to slash its advertising spending on Facebook Inc as the social media giant faces an ad boycott over its handling of hate speech and controversial content, the Wall Street Journal reported on Saturday, citing people familiar with the situation.

Disney cuts ad spending on Facebook amid growing boycott: WSJ

Brunswick

Enjoy the therapeutic effects of good vacation stocks during the summer of COVID-19.

2 Top Pandemic Travel Stocks for July

Disney is premiering new movies on its video streaming platform in India, bypassing theaters.

Disney Sends Movie Theaters Scurrying for Cover in This Major Market

Anheuser-Busch InBev

Which of these two consumer brands is the better investment from here?

Better Buy: Disney vs. Anheuser-Busch

The recent surge of COVID-19 cases has put reopening targets on hold for many U.S.

Disney's Stock Falls On Downgrade, Cowen Says Parks Won't Fully Recover Until 2025

U.S. Attorney General William Barr took aim at Hollywood companies, including Walt Disney Co. on Thursday, saying they have routinely caved into pressure and censored their films "to appease the Chinese Communist Party.

Attorney General Barr takes aim at Hollywood, Disney for censoring films to appease China

Walmart

Make your second stimulus check work for you. These 2 under-the-radar stocks could be the biggest post-COVID-19 "megahit" stocks.

Second Stimulus Check: Invest It In COVID-19’s Next 2 “Megahit” Stocks

Disney’s theme parks and movie studios won’t be back in full force until at least the middle of next year, according to a Wall Street analyst’s gloomy prediction. Cowen analyst Doug Creutz said Thursday that Disney’s theme parks and its box-office busting movie division — which includes its namesake studio, Marvel, Pixar and 20th Century.

Disney may not rebound from the pandemic for at least a year

Cowen analyst Doug Kreutz downgraded Walt Disney shares Thursday, reduced earnings estimate and cut its price target on the stock anticipating a more prolonged impact on parks and resorts as the spread of COVID-19 accelerates in the U.S. Walt Disney World reopened at limited capacity last weekend amid the surge. Kreutz said he think there’s

Analyst Warns Of Disney Parks Long Recovery; “Meaningful Probability” Of Walt Disney World Closing Again

"I'm confused about how they think they can possibly protect their guests and their employees," Abigail Disney said on CNBC on Thursday.

Disney heiress 'confused' by company decision to reopen Florida parks as coronavirus cases soar

One by one, the House of Mouse is bringing its revenue streams back online.

Disney Is Mounting a Comeback in July

Shares of Walt Disney Co. DIS, +1.88% are off more than 2% in premarket trading Thursday after Cowen & Co.

News for Disney Stock (DIS)