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

Earnings data Q1 2023

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

Walt Disney Wednesday named company veteran Jill Estorino president and managing director of Disney Parks, Experiences and Products International, effective immediately. Estorino has been been at Disney for 29 years, most recently as Executive Vice President, Global Marketing and Sales, and will now overseeing parks and resorts’ international operations and development, including Hong Kong Disneyland,

Walt Disney Sets Global Marketing Chief Jill Estorino To Run International Parks; Previous Chief Heads To Outer Space

Virgin Galactic

Virgin Galactic is shuffling its uppermost leadership ahead of the private space tourism company’s commercial service launch: It just announced Michael Colglazier, who had been President and Managing Director of Disney Parks International, will join as the new Virgin Galactic CEO, replacing George Whitesides who will assume the newly-created position of Chief Space Officer. Whitesides […]

Virgin Galactic brings on Disney Parks leader Michael Colglazier as new CEO

Billionaire Richard Branson's Virgin Galactic Holdings Inc on Wednesday named Walt Disney Co executive Michael Colglazier as its new chief executive officer.

Virgin Galactic names Disney executive Colglazier as new CEO

Virgin Galactic Holdings Inc. SPCE, +0.65% shares rose Wednesday after the space travel company said it poached a Walt Disney Co.

Virgin Galactic poaches Disney international parks head as next CEO

Virgin Galactic announced on Wednesday that George Whitesides would step aside as CEO, appointing Disney executive Michael Colglazier.

Virgin Galactic changing CEOs, bringing on Disney's Michael Colglazier

Hulu is launching a self-service tool to make it easier for small and medium-sized businesses to buy ads on its service.

Disney's Hulu is trying to make it easier for small businesses to buy ads

The Paris theme park reopened its doors as cases in France decline, while Covid-19 continues to spread rapidly in Florida.

Disney Reopens Parks In Paris & Orlando—Even As Florida Case Numbers Climb

here are a few silver linings among the dark clouds for the entertainment giant

Analysts See Disney as Undervalued

Booking Hlds

The leading online travel specialist and media stock are trading 19% to 24% off their all-time highs. Let's see which one will bounce back first.

Better Buy: Disney vs. Booking Holdings

Walt Disney World﻿﻿ began their phased reopening July 11 with Magic Kingdom   and Disney’s Animal Kingdom Park  almost four months of being closed,

Walt Disney World Is Open, But Was  Opening Weekend A Success?

Six Flags

Six Flags Entertainment stock has dropped by 66% in the last two and a half years, when the stock dropped from $59 at the end of 2017 to near $20 currently. That’s bad news for SIX’s investors.

Disney Or Six Flags Entertainment: Which To Ride?

DIS stock is burdened with the massive debt from its purchase of Fox and revenue won't return to pre-pandemic levels until next year. 
The post Walt Disney Stock is Being Kept Aloft by the Power of Magical Thinking appeared first on InvestorPlace.

Walt Disney Stock is Being Kept Aloft by the Power of Magical Thinking

Netflix

Stocks, which had surged more than 500 points earlier in the day in a solid rally, reversed course suddenly and late in the session on dishearteninng news that Calliforina was reinstating a lockdown as COVID-19 cases continued to rise in the state. The DJIA had been up 564 points as earnings kicked off and as

California Shutdown News Reversed Stock Market Surge In Frenetic Last Hour Of Trade: Netflix, Disney Shares Lose Ground

Disney will reclose Hong Kong Disneyland just weeks after reopening it. But Wall Street was upbeat on Disney+ and the stock.

Disney Eyes 'Netflix-Like Economics' While Resorts In Covid Revolving Door

The park will shut its gates again on July 15.

Hong Kong Disneyland closes after spike in region's coronavirus infections

Apple

Apple is carving out a new all-time high, and Disney is being forced to shut down its Hong Kong resort.

Dow Jones Jumps 500 Points as Apple Stock Soars, Disney to Close Hong Kong Park

Walt Disney is temporarily closing its Hong Kong Disneyland theme park from July 15 amid rising coronavirus cases in the Chinese-ruled city, the company said Monday. The announcement came two days after Disney reopened its biggest resort, Walt Disney World in Orlando, Fla.

Coronavirus resurgence prompts Hong Kong Disneyland shutdown — again

McDonald's

NIKE

Disney, McDonald's and Nike are three stocks for beginners that are sure to help you avoid obvious mistakes. Own them for the long term.

3 Great Stocks for Beginners During These Tough Times

AMC Entertainment

Twenty-First Century Fox

ViacomCBS

The media landscape is changing rapidly, creating the opportunity for major winners and losers in the space.

Why Goldman Sachs Is Bullish On Disney And CBS, But Bearish On Fox And AMC

Is it bad publicity to reopen in a state struggling with COVID-19, or is it necessary to get back to business?

Disney World Is Reopening Despite a Record Spike in Florida Coronavirus Cases

Hong Kong Disneyland, which reopened June 18, is closing again temporarily due to the resurgence of COVID-19. Hong Kong cinemas also will be forced to close again starting Wednesday after a spike in local cases of the coronavirus led authorities to re-implement tighter lockdown measures. The government will close 12 types of businesses, including gyms,

Hong Kong Disneyland, Movie Theaters Closing Again Due To COVID-19 Surge

Hong Kong Disneyland is once again closing its gates.

Hong Kong Disneyland is shutting down again after a surge in coronavirus cases

Hong Kong Disneyland will once again shutter its gates after the country reported a spike new coronavirus cases.

Hong Kong Disneyland to close July 15 as coronavirus cases spike in the country

Walt Disney Co will temporarily shut down its Hong Kong Disneyland park again from July 15 as coronavirus cases rise, the company said on Monday.

Disney to shut Hong Kong Disneyland again as coronavirus cases rise

The decision is likely a choice made by Hong Kong’s government.

News for Disney Stock (DIS)