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

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Earnings data Q1 2022

Earnings data Q2 2022

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Earnings data Q4 2022

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Earnings data Q2 2024

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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

Match Group

Netflix

These 3 strong media stocks will not only survive the coronavirus pandemic, but come out the other side stronger than ever before.

3 Media Stocks to Buy On The Dip For Long-term Gains

The Walt Disney Company (NYSE: DIS) has entered a $5 billion credit agreement, it disclosed in a filing with the Securities and Exchange Commission on Monday.

Disney Gets $5B Credit Line As Coronavirus Pandemic Hurts Business

Walt Disney said Monday it’s entered into a new $5 billion, one-year credit agreemeent. The agreement matures in April of 2021 and could be extended for a year. It provides for advances to be made for a year to be used for general corporate purposes, the company said in a SEC filling. Disney has been

Walt Disney Enters New $5 Billion Credit Agreement For Coronavirus Cushion

Walt Disney Co (NYSE: DIS) said last week its new streaming video service Disney+ has 50 million subscribers, but this is no reason for investors to celebrate, according to Strategic Wealth Partners Mark Tepper.

Disney's 50M Streaming Subscribers No Reason To Celebrate: Here's Why

Latest delay means no new Disney movies will be in theaters till August, at the earliest.

Disney Postpones Release of Pixar Film "Soul"

The company wants to avoid having to furlough personnel.

Disney Cost-Cutting Hits ESPN

Walt Disney Co  said on Monday it has entered an unsecured credit agreement for $5 billion, at a time when companies across industries are scrambling to bolster their liquidity to weather the fallout from the coronavirus crisis.

Disney enters $5 billion credit agreement

Comcast

Live Nation

Getting people back to rock concerts, football games, and industry conferences in a COVID-19 world will be a long process.

Coronavirus: Health Experts Say That Crowded Events Need to Stay Closed Until the Fall of 2021

With the sports world on hold because of the coronavirus pandemic, ESPN is asking its commentators to take a pay cut.

ESPN asks commentators to take a 15% pay cut

As large number of people are at home, in keeping with the social-distancing guidelines due to the coronavirus pandemic. To kill time, they are increasingly streaming entertainment content.

ETFs to Gain as Disney+ Sees Solid Subscriber Growth

Apple

Bank of America

Colgate-Palmolive

Clorox

JPMorgan Chase & Co

Procter & Gamble

Pinterest

Sprout Social

Unilever

UnitedHealth Group

On today's episode of Full Court Finance, we explore three stocks that appear to be buys at the moment and down the road when the economy eventually turns around from the coronavirus downturn.

3 Highly-Ranked Stocks to Buy for the Coronavirus Economy & the Eventual Recovery

ESPN has asked its highest-paid commentators to take pay cuts as the Disney universe continues to adjust to the widespread economic carnage of the coronavirus pandemic, including a world without live sports. “We are asking about 100 of our commentators to join with our executives and take a temporary salary reduction. These are challenging times

ESPN Asks 100 Commentators To Take Temporary Salary Cuts As Live Sports Vanishes And Furloughs Dog Disney Divisions

The need for entertainment never really goes away, and DIS stock should benefit from an increase in digital-content consumption.
The post Bored Kids on Lockdown Will Drive Disney Stock Higher appeared first on InvestorPlace.

Bored Kids on Lockdown Will Drive Disney Stock Higher

Bob Iger is back in the driver’s seat at Disney. Less than two months after he resigned as chief executive of the Mouse House, Iger, who currently holds the title of executive chairman, is retaking the helm, according to a new report.

Bob Iger resumes lead role at Disney amid coronavirus chaos

I recently wrote an article about Disney’s (DIS) transition towards a direct to consumer (DTC) model, most notably as it related to structural change in the Media Networks business segment.

Disney Valuation, Part 1: Parks and Studio

Disney announced Feb. 25 that Bob Iger would hand over the CEO role to longtime Disney executive Bob Chapek but stay on until the end of his contract as executive chairman to calmly oversee the content businesses. That wasn’t to be. Instead, he’s had to jump back in full steam ahead as the company he

Bob Iger, Back In The Saddle At Struggling Disney, Eyes Ending Upfronts & Shaking Up Pilot Season In Post-Pandemic World – Report

Iger puts semi-retirement on hold to help entertainment group weather crisis

Disney's Bob Iger stays on to steer company during Covid-19 crisis

The company's former CEO is reportedly back to steering the ship.

Bob Iger Resumes Leadership Duties at Disney Amid Coronavirus Crisis

Why Disney Is Undervalued

Streaming services like Disney+ are quickly becoming a meaningful business for the company.

Here's the Stunning Impact Streaming Is Having on Walt Disney's Top Line

Disney And Discovery: Covid-19 Durable Streaming Plays (Video)

The Coronavirus restrictions have temporarily closed Disney’s (NYSE:DIS) theme parks for the public to minimize the fast spread of the flu-like virus. Owing to these restrictions, as per the Service Trades Council Union’s announcement on Sunday, 43,000 union workers at Walt Disney World Resort are to be furloughed on April 19th.

Disney World signs an agreement to furlough 43,000 union workers

The Walt Disney Company's (NYSE: DIS) subsidiary Walt Disney World Resort is set to furlough 43,000 union workers starting April 19 due to the novel coronavirus (COVID-19) pandemic, CNBC reported Sunday.

Disney World To Furlough 43,000 Union Workers Due To Coronavirus Pandemic

In a statement Sunday, Disney confirmed it reached an agreement to maintain health insurance and other benefits during the furlough, which will begin April 19.

Disney World will furlough 43,000 union workers during coronavirus shutdown

The House of Mouse has significantly exceeded expectations with its flagship streaming service. But it could be just the beginning.

News for Disney Stock (DIS)