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 Q2 2022

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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

Change in debt

Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

Tokyo Disneyland will be closed from Saturday to March 15 due to concerns about coronavirus infections spreading in Japan, its operator said on Friday, leaving all of Walt Disney Co's  theme parks in Asia temporarily shut.

Tokyo Disneyland to close through mid-March on coronavirus concerns

Disney is closing down its theme parks in Japan as the novel coronavirus outbreak in that country escalates.

Tokyo Disney parks are closing for two weeks

The operator of Tokyo Disney Resorts announced Friday its theme parks would close for two weeks in an effort to help prevent the spread of coronavirus.

Tokyo Disney theme parks to close for 2 weeks over coronavirus fears

Alibaba

All your favorite stocks are trading at discounted prices.

All your favorite stocks are trading at discounted prices

Microsoft

Paul Tudor Jones (Trades, Portfolio)’ firm, Tudor Investments, sold shares of the following stocks during the fourth quarter of 2019.

Paul Tudor Jones' Firm Sells Microsoft, Disney

The media giant hasn't traded this low since the springtime of last year, and a lot has changed for the better and the worse.

Is Disney Stock a Buy at a 10-Month Low?

Much like the rest of the market, shares of Walt Disney Co (NYSE: DIS) are trading in the red for 2020 but buying at current levels "makes sense to me," Jim Cramer said Wednesday on "Mad Money.

Cramer On Buying Disney's Stock Right Now: 'Makes Sense To Me'

Apple

Starbucks

While each of these stalwarts is suffering symptoms of the COVID-19 coronavirus outbreak, the long-term future looks bright.

3 Stocks to Buy if the Market's Coronavirus-Induced Slump Continues

After the Disney CEO abruptly announced he’s stepping down from the role on Tuesday, ‘Fast Company’ explores Bob Iger’s impact on movies and TV.
And when Bob Iger saw the breadth of his domain, he wept, for there were no more worlds left to conquer.

How Bob Iger’s Disney changed the entertainment industry forever—for better and worse

"I don't think you'll get [Disney stock] for $115 or $120" if you wait until the coronavirus outbreak is quelled, CNBC's Jim Cramer says.

Buying Disney here as a long-term play 'makes sense to me,' Jim Cramer says

A global pandemic and the challenge of figuring out the future of entertainment greeted Bob Chapek on Wednesday as he took over as Chief Executive Officer of Walt Disney Co.

Is new Disney CEO Bob Chapek up to the task?

The morning after Disney’s surprise announcement naming Bob Chapek CEO effective immediately, replacing longtime chief Bob Iger, the two executives addressed their troops Wednesday during an hourlong town hall on the Burbank lot that was simulcast to Disney employees around the globe. Iger and Chapek — or as one attendee jokingly called them, “Big Bob

Disney Town Hall Addresses CEO Handover, Fields Questions About Abrupt Timing

Longtime Disney CEO Bob Iger has stepped down from his role, effective immediately. Here's what three analysts say about the move.

Disney CEO Bob Iger steps down – here's what to watch now

Bob Iger may no longer be the CEO, but his work at Disney is not over.

Bob Iger's not leaving just yet: His new role at Disney is vital to the company

Disney announced Tuesday that long-time CEO Robert Iger will step down after over 14 years at the helm. Is now the time to buy DIS stock on the dip?

Buy Disney (DIS) Stock on the Dip After CEO Bob Iger Steps Down?

A new Disney (DIS) CEO is here and that means Bob Iger is finally leaving the position behind and Bob Chapek is taking it over.
The post 9 Things to Know About New Disney CEO Bob Chapek appeared first on InvestorPlace.

9 Things to Know About New Disney CEO Bob Chapek

Novartis

Verizon

Verizon Communications Inc 5.9 % Notes 2014-15.2.54 Sr

Exxon Mobil

These blue-chip names are stocks to sell now as the coronavirus continues its rapid spread around the world.

These 4 Stocks to Sell Are Melting Down Now

The further this stock falls, the more shares I am going to buy

Disney's Short-Term Hurdles Creates Long-Term Opportunity

Walt Disney Co (NYSE: DIS) shares fell 4% Wednesday after the company announced Bob Iger would be stepping down effective immediately as CEO after 15 years in the position.

How Large Disney Option Traders Are Positioning Following CEO Transition

The CEO shakeup comes as Disney's media business undergoes a massive pivot and starts selling its movies, shows and channels directly to consumers through its streaming services.

Disney's CEO shift makes sense as the company goes direct-to-consumer

As Disney focuses much of its future on streaming with Disney+, the company's new strategy will be overseen by Iger+.

Iger Plus: What To Make Of The Disney CEO's Early Departure, Bob Chapek's Accession

Theme parks chief Bob Chapek will take over as CEO for the media giant after Bob Iger's surprising resignation.

Disney's New CEO Is the Right Choice

Change At The Helm of Disney

Disney sent a shock wave through the media industry yesterday upon stock market closing, announcing the immediate shift of its longtime CEO Bob Iger to an Executive Chairman role. Iger said he will leave the company at the end of his current contract on December 31, 2021 and use his remaining time overseeing creative decision-making […]

Here’s what you need to know about Disney’s CEO reshuffle

Beyond Meat

Walt Disney Co (NYSE: DIS) will host an event on Thursday to mark its new partnership with Impossible Foods.

News for Disney Stock (DIS)