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

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

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Earnings data Q4 2023

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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

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Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

Its website is accepting reservations for the first month of summer.

Here’s When Disney Might Reopen Its Theme Parks

Apple

Netflix

Roku

As Covid-19 continues to ripple through the global economy, we're starting to see its effects on businesses and consumer behavior and the digital ad ecosystem is no exception.

Ad Sales Decrease With Covid-19 But Digital Holds The Key

Disney’s executive chairman Bob Iger said Monday he will give up his salary amid the coronavirus outbreak, although the sacrifice will make a relatively small dent in his total compensation. One of media’s highest-paid execs, Iger is taking his pay cut just days after Disney said it would shutter Disneyland Resort in Anaheim, Calif.

Disney’s Bob Iger to give up salary amid coronavirus outbreak

Walt Disney’s executive chairman and former CEO Bob Iger will forgeo salary and his successor as chief executive Bob Chapek will take a 50% pay cut as companies addresss the economic upheaval and corporate and public pain and PR of the coronavirus. In a memo to Disney employees, Chapek said that effective April 5, VPs

Disney’s Iger, Chapek Take Pay Cuts Amidst Coronavirus Pandemic

Walt Disney Inc  Executive Chairman Bob Iger will forgo his salary and newly named Chief Executive Officer Bob Chapek will take a 50% pay cut amid the coronavirus crisis, according to an internal email from Chapek.

Disney Chairman Bob Iger to forgo salary amid virus crisis

Walt Disney Inc  Executive Chairman Bob Iger will forgo his salary and newly named Chief Executive Officer Bob Chapek will take a 50% pay cut amid the coronavirus crisis, CNBC reported on Monday, citing an internal email.

Disney Chairman Bob Iger to forgo salary amid virus crisis: CNBC

The Disney chairman earned $47.5 million last year.

Disney's Bog Iger, Entertainment's Highest-Paid Executive, Forgoes Salary Amid Coronavirus Pandemic

Executives across the company will also take pay-cuts, according to an internal email obtained by CNBC.

Disney's Iger will forgo salary as new CEO takes 50% pay cut due to coronavirus constraints

Disney (DIS) is keeping its parks in California and Florida under lock and key for an indefinite period due to the coronavirus pandemic.

Disney's (DIS) Parks to Remain Shut on Coronavirus Woes

Doors will remain shuttered while vacationers are staying home.

Disney Theme Parks Staying Closed

Disney will one day rival Netflix in streaming. The market doesn't seem to care.

Disney's Streaming Business Looks Seriously Undervalued

Colgate-Palmolive

Walmart

We unleash our advanced Deep Learning models to figure out what are the best value stocks to buy.

AI Models Say These Stocks Are Best Value Stocks To Buy Right Now

Amazon

Comcast

AT&T

These companies stand to benefit most from the increased demand.

Coronavirus Will Lead to 47 Million Additional Streaming Video Subscriptions This Year

The media giant's theme parks are now closed indefinitely, with hourly hires to be paid for at least another three weeks.

Disney World and Disneyland Finally Admit Things Will Never Be the Same

Boeing

Netflix (NFLX), Walt Disney (DIS) And Facebook (FB), Boeing (BA) Top Trending Stocks This Week

The bear market is creating some attractive buying opportunities for great businesses.

2 Stocks That Are Forever Buys Trading at 'On-Sale' Prices

The House of Mouse has shut down its U.S. parks until further notice.

Coronavirus: Disney World And Disneyland To Stay Closed Indefinitely

But hourly employees of the parks will keep getting paid for at least the next few weeks.

Disney Will Keep Theme Park Resorts Closed Until Further Notice

Disney is keeping the doors to its US resorts firmly shut amid the coronavirus outbreak. The Mouse House said Friday that it will keep the Disneyland Resort in Anaheim, Calif.

Disney closes theme parks indefinitely amid coronavirus pandemic

ViacomCBS

ViacomCBS is the latest media conglom to tap the debt market, announcing plans to raise $2.5 billion by selling notes. Disney raised $6 billion last week and Comcast $4 billion earlier this week as companies in – relatively – strong positions look to build up a cash cushion against the uncertain economics of a spreading

ViacomCBS, Following Disney, Comcast, Announces $2.5 Billion Debt Sale

The parks will be shut down until further notice during the coronavirus pandemic.

Disneyland and Disney World will remain closed indefinitely

Shares of the entertainment conglomerate slipped as the company issued another debt offering.

Why Disney Stock Fell Again Today

Disney is extending the shutdown of its U.S. theme parks in Anaheim and Orlando, saying Friday that Disneyland Resort and Walt Disney World Resort will remain closed until further notice. It also said it would “extend paying hourly parks and resorts cast members through April 18.” “While there is still much uncertainty with respect to

Disney Extends Closures For Disneyland, Walt Disney World Parks

Walt Disney Co. DIS, -8.54% on Friday said its two major parks -- Disneyland Resort in Anaheim, Calif.

Disney parks in California, Florida to remain closed during coronavirus pandemic

DIS stock is still on track to be one of the best stocks of 2020, especially as social distancing leads more people to streaming services.
The post Best Stocks for 2020: Streaming Should Add Shine to Disney’s Star appeared first on InvestorPlace.

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