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.

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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

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Earnings data Q1 2022

Earnings data Q2 2022

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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.

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In its announcement on Wednesday, Walt Disney Co. (NYSE:DIS) revealed that its paid subscribers for the recently launched streaming service, Disney+, have already surpassed 50 million worldwide.

Disney+ global paid subscribers surpass 50 million in five months

When Disney Plus launched the company said it hoped to have between 60 and 90 million subscribers by 2024. It could hit those numbers later this year.

Disney Plus surges to 50 million paid subscribers across the globe

Shares of Walt Disney Co. DIS, -0.16% surged 5.4% to pace all of the Dow Jones Industrial Average's DJIA, +3.44% premarket gainers Thursday, in the wake of the media and theme park operator's announcement that paid subscribers for its Disney+ streaming service surpassed 50 million.

Disney's stock surges to give the Dow a near 40-point boost after 'surprise' Disney+ subscriber data

Disney+ has racked up more than 50 million paid subscribers within five months, an early sign the Mouse House is gaining ground in the streaming wars. Roughly 8 million of those accounts came from India, where Disney+ became available last week, Disney said Wednesday.

Disney+ lands more than 50 million subscribers in 5 months amid pandemic

Apple

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Most investors are holding steady -- and history is on their side.

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Disney+ streaming service gains 22m subscribers in weeks after extending launch to UK and Europe

Disney’s Netflix rival doubles subscriptions in Covid-19 lockdown

And that figure doesn't even include the media giant's Hulu and ESPN+ streaming subscribers.

With 50 Million Disney+ Subscribers, the House of Mouse Has Morphed Into a Streaming Powerhouse

The Hollywood colossus has been crippled by the pandemic. Its upstart streaming service is one exception.

Disney Plus Racks Up 50 Million Subscribers in 5 Months

The shares of Walt Disney Company (NYSE: DIS) surged nearly 7% higher in the after-hours session on Wednesday.

Disney Shares Climb 7% As Video On Demand Service Crosses 50M Subscribers

Disney shares are getting a pop today after announcing on Wednesday that Disney+ now has more than 50 million subscribers, almost doubling the number the entertainment company Disney reported on February 4, when it said in its Q1 earnings that Disney+ reached 26.5 million subscribers during the quarter. Former CEO Bob Iger had mentioned then that about [.

Disney Gets A Post-Market Pop From Disney+ Subscriber Boost

Disney+ now has 50 million paid subscribers globally, putting it within striking range of its initial subscriber projections just five months after it launched.

Disney+ is almost near its subscribers goal four years ahead of schedule

Walt Disney Co  said on Wednesday that Disney+ has attracted more than 50 million paid users, with 8 million of them coming from India where the video streaming service was rolled out last week.

Streaming service Disney+ crosses 50 million paid subscribers globally

We finally know just about how many subscribers Hotstar has amassed over the years in India. “Approximately 8 million.

Disney+ Hotstar has about 8 million subscribers

The service has gotten an influx of new subscribers as the pandemic keeps audiences at home.

Disney+ Passes 50 Million Subscribers In First Five Months

The Walt Disney Company just announced that its streaming service Disney+ has more than 50 million subscribers. The service launched less than five months ago, and apparently had 28.6 million subscribers as of February 3.

Disney+ has more than 50M subscribers

That's about a third the size of Netflix, which began streaming more than a decade ago.

Disney Plus surpasses 50 million subscribers in five months

Walt Disney Co. DIS, -0.16% on Wednesday said paid subscriptions to its Disney+ streaming service soared past 50 million.

Disney+ paid subscribers jump past 50 million

Disney+ now has more than 50 million subscribers, after the service launched in India and Western Europe and as more people are inside because of coronavirus.

Disney shares jump as Disney+ subscriptions pass 50 million

Streaming service Disney+ hit 50 million paid subscribers globally within five months after its U.S. launch, Disney said, calling it a “new milestone.” “We’re truly humbled that Disney+ is resonating with millions around the globe, and believe this bodes well for our continued expansion throughout Western Europe and into Japan and all of Latin America later this

Disney+ Hits 50 Million Paid Subscribers Globally

Buying Opportunity In Disney

Walt Disney Co (NYSE: DIS) shares were flat on Wednesday after one analyst downgraded the stock and said Disney+ growth won’t be enough to offset the next two years of subpar theme park attendance.

Wells Fargo Downgrades Disney, Says Company 'Will Evaluate The Dividend'

A new report suggests that Disney+ has overtaken Netflix domestically during the coronavirus pandemic. Internationally, however, Netflix continues its stronghold.

Report: Disney+ Overtakes Netflix As Top Streaming App In 2020

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Networks, hamstrung by the inability to shoot new TV shows, may turn to reruns to fill programming slots.

Broadcast networks may resort to reruns amid coronavirus quarantines

Disney Is Investable.

Disney's executive chairman cites China as an example for how to control the coronavirus.

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