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 Co (NYSE: DIS) shares traded lower on Monday after one analyst said COVID-19 headwinds are simply too strong to ignore.

Disney Analyst Downgrades Stock, Projects Parks Won't Reopen Until 2021

Walt Disney Co. (NYSE: DIS) shares sank on Monday after it was reported that the Mouse House would stop sending paychecks to more than 100,000 employees.

Disney Stops Paychecks for Over 100,000 Employees

Shares of Walt Disney Co. DIS, -3.70% are down 3.1 % in Monday trading after UBS analyst John Hodulik downgraded the stock to neutral from buy, writing that the company is in "the eye of the storm" amid the COVID-19 pandemic.

Disney stock falls after UBS downgrade

Disney’s stock dipped 3% in pre-market trading Monday after two analysts issued downgrades on its shares. The latest setback followed reports of the company’s expanded cutbacks due to COVID-19. The Financial Times reported over the weekend that 100,000 employees, mostly in theme parks, would be furloughed, a move that is expected to save the company

Disney Furloughs Reach 100,000; Stock Wobbles After Two Analyst Downgrades

Sports broadcasting is a lucrative business, and ESPN is one of Disney's most valuable assets.

How Disney's ESPN Makes Money From Sports Broadcasting

At least one airline is turning to COVID-19 blood testing to clear passengers, but pin pricks don't make sense for theme parks right now.

Would You Take a Blood Test to Enter Disney World?

Coca-Cola

Texas Instruments

These blue-chip stocks are on sale thanks to the coronavirus, but all of them are positioned for great returns in the long run.

3 Top Stocks  You Can Buy on Sale: DIS, KO & TXN

The entertainment giant is feeling the pain in nearly every aspect of its business as the COVID-19 pandemic rages on.

What Does A Recession Mean for Disney?

AMC Entertainment

Movie theaters and sports events could return first under new Trump guidelines for reopening America. 
The post Disney Rallies On Hopes For Movies, Sports, Parks To Return; AMC Spikes appeared first on Investor's Business Daily.

Disney Rallies On Hopes For Movies, Sports, Parks To Return; AMC Spikes

Netflix

A closer look at the battle between Disney and Netflix in India's streaming market shows one has an advantage.

Can Disney+ Really Blow Netflix Away in This Critical Market?

A lot of revenue has disappeared for the House of Mouse as its theme parks remain closed and its movies have no theaters to be shown in.

Disney Is Losing $30 Million per Day. Is It Time to Sell the Stock?

The Walt Disney Company, unquestionably, deserves a lot of credit.

Analysis: Disney needs credit, and has earned it

Comcast

Six Flags Entertainment Corporation

SeaWorld Entertainment

Six Flags

The country's theme parks and regional amusement parks could remain closed for the peak summer travel season.

Will Theme Parks Open This Summer?

Johnson & Johnson

Mastercard

Visa

During a Wednesday conference call, Johnson & Johnson (NYSE: JNJ) executives inadvertently made the case for buying Walt Disney Co (NYSE: DIS), Visa Inc (NYSE: V) and Mastercard Inc (NYSE: MA), according to CNBC's Jim Cramer.

Why Johnson & Johnson Inspires Cramer's Bullishness On Disney, Visa, Mastercard

It indicates things could be much worse for the theme park operator than many believe.

The Worrisome Detail in Disney's Coronavirus Employee Furlough

Are we seeing the inevitable change that the last pandemic brought to bear on businesses 100 years ago?

Netflix’s Market Cap Passes The Walt Disney Company - - A Blip Or A Seismic Shift?

Walt Disney said Wednesday its board of directors has elected Disney’s new CEO Bob Chapek to join it – not a surprise after the longtime executive was named to the top job in late February.

Walt Disney CEO Bob Chapek Takes A Seat On The Company’s Board

With health and government restrictions directly impacting large gatherings, sports viewership and movie theaters, DIS stock is taking the trifecta of a beatdown. Still, buying the dips could lead to profitability as we get back to our old normal.

3 Reasons to Play the Contrarian on Disney

Amazon

Roku

Cord-cutting is accelerating during the coronavirus pandemic.

Why Streaming Stocks Could Be the Big Winners in the Bear Market

A 1966 Buffett DéJà Vu - You Pay For Disney+, The Rest Is Free

I recently wrote an article that looked at the Studio Entertainment and the Parks, Experiences and Products segments of The Walt Disney Company (DIS).

Disney Valuation, Part 2: Intro to Media and DTC

eBay

McDonald's

New York Times

Walmart

How has the current reduced economic activity impacted businesses that depend on ad revenue?

How Ads Are Hurting in Lockdown

Alphabet

The State of the Streaming Market in Europe

Charter Communications

Twenty-First Century Fox

AT&T

Twitter

Not only is cable and streaming activity up but the consumption of media, especially news, is surging. All of this is good news for media stocks.

7 Media Stocks That Will Power Higher After the Pandemic Subsides

American Outdoor Brands

Fiverr

H&R Block

PayPal

Splunk

Block

With digitalization trends changing how we live and work, these ten stocks to buy are perfect for your long-term portfolio – or your young children’s.

News for Disney Stock (DIS)