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

DISH Network

AT&T

vMVPDs have been a bright spot in the pay-TV industry.

Are Virtual MVPDs Immune From Coronavirus-Fueled Cord-Cutting?

Shanghai Disneyland may have been able to reopen, but Disney could be on track to lose around $1 billion in earnings before interest and taxes each month from the rest of its parks being closed due to the coronavirus pandemic.

Disney could take a $1 billion hit every month that parks remain closed, analyst forecasts

Walt Disney Co. DIS, -2.97% disclosed Wednesday the maturities of a six-part bond deal the media and theme park company announced plans for earlier this week, which maturities ranging from six years to 40 years.

Disney discloses maturities of $11 billion debt offering, with maturities of 6 years to 40 years

Comcast

Comcast's Universal Orlando announced that it will open its CityWalk entertainment complex days before Disney does. It could be a similar strategic footrace to the starting line when theme parks can reopen later this year.

Will Disney World's Top Rival Reopen First?

Alphabet

The cable TV industry's old powerhouses aren't all that relevant in the arena, but consumers are willing to pay for the right live package.

The Streaming Skinny Cable Bundle Isn't Dying, It's Just Under New Ownership

After a strong start, one analyst is bumping his long-term estimate for Disney+ subscribers.

200 Million Disney+ Subscribers by 2025? It's Not That Crazy.

The entertainment behemoths have taken massive losses from theme park and movie theater closures.

The World’s Largest Media Companies 2020: Comcast And Disney Hold A Precarious Lead

Disney: Why I'm Not Too Excited About The Reopening Of Shanghai Parks

Apple

Intel

McDonald's

Microsoft

NIKE

Starbucks

Now is a great time to buy blue-chip stocks while they're on sale, and you should add these 10 strong blue chips to your shopping list.

10 Blue-Chip Stocks to Buy for Long-Term Safety

The entertainment giant should regain revenue as the world gradually reopens.

Disney: Buy the Dip?

With parks still closed, Disney needs more cash to keep pumping.

Disney Offers New Round of Debt to Raise Cash

Fox Corporation Class A

Sinclair Inc

With the pandemic impacting live sports, these three ad stocks could see big losses in the near-term

3 Ad Stocks Missing Sports More Than We Are

Disney is looking ahead to a big, potential reopening in its theme parks business, while a blockbuster title will make a surprise streaming debut.
The post Disney Stock Could See Some Huge Catalysts This Summer appeared first on Investor's Business Daily.

Disney Stock Could See Some Huge Catalysts This Summer

The Hamilton movie is coming straight to Disney Plus for Independence Day. Before coronavirus, it wasn't even supposed to hit theaters until September.

Disney Plus: Early movie releases and everything else in coronavirus lockdown

How Disney’s Shanghai park can serve as a bellwether for the larger economy.

Disney Opening Shanghai Park

UPDATED with details from debt filing. Disney has raised $11 billion in debt in an effort to bolster its financial position. The financial details were disclosed Tuesday morning in an SEC filing. Interest rates for the six-part raise range from 1.75% to 3.8%. PREVIOUSLY: Walt Disney Co. filed a prospectus Monday with the SEC to

Walt Disney Co. Raises $11B In Debt To Bolster Financial Position Amidst COVID-19

Disneyland Shanghai reopened on Monday with a new set of safety measures, after selling out a limited number of tickets.

Here’s What Socially-Distanced Disneyland Looks Like After Reopening

The Walt Disney Company (NYSE: DIS) is planning a second debt offering this year, according to its filing with the Securities and Exchange Commission.

Disney Plans Another Bonds Offering With A Six-Part Deal

Disney is hoping that a successful reopening in Shanghai will enable them to reopen more of these cash cows

Disney Will Test Social Distancing At Shanghai Park

Walt Disney Co (NYSE: DIS) CEO Bob Chapek was a guest on CNBC's "Squawk Alley" to offer an update on its Shanghai property.

Disney CEO Talks Theme Park Reopenings, Disney+, ESPN In CNBC Interview

Walt Disney CEO Bob Chapek said the company will boost attendance by 5,000 guests week at the Shanghai park which reopened today at 30% capacity with strict social distancing. “We are going to be very prudent and disciplined and then we are going to ramp up and increase. Right now, it’s a government cap so

Disney Shanghai Park Opens At 30% Capacity, Will Boost Attendance By 5,000 Visitors A Week Says CEO Bob Chapek

Walt Disney Co. filed a prospectus Monday with the SEC to offer multiple tranches of senior notes maturing between 2026 and 2060 to raise fresh cash. The amount, not specified yet, will be announced later but is likely to be quite large. Companies often file plans to sell notes with the ultimate amount dependent on

Walt Disney Co. Plans Another Large Debt Sale To Further Boost Financial Position Amidst COVID-19

Walt Disney Co (NYSE: DIS) over the weekend reopened its Shanghai theme park and this serves as a "great blueprint" for what will happen in the United States, JPMorgan media analyst Alexia Quadrani said on CNBC.

Disney Shanghai Is Now Open: Why It Matters For Investors

Disney reopened its Shanghai theme park Monday, making it the first major park to open amid the Covid-19 pandemic.

Disney will increase Shanghai park attendance by 5,000 per week, CEO says

The Walt Disney Co. DIS, -0.96% is back in the bond market with plans for a six-part deal, according to a filing with the Securities and Exchange Commission.

News for Disney Stock (DIS)