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

Broadcom

Ford Motor Company

American Airlines

iQIYI

Ford, American Airlines, Broadcom, Disney and iQiyi were our top stock trades for Monday. Let's look at the charts.

5 Top Stock Trades for Monday: Broadcom, Disney, Ford and More

Shanghai Disneyland and the rest of the resort is closing down to help control the spread of the deadly coronavirus outbreak.

Disney Closes Park in Shanghai to Control Virus

Shares of Walt Disney Co. DIS, -0.60% fell 0.8% in morning trading Friday, extending the previous session's 1.3% selloff, after Shanghai Disneyland, Disneytown said it will "temporarily" close starting Jan.

Shanghai Disney to close indefinitely in response to coronavirus outbreak

The prospects for Walt Disney Co. (NYSE: DIS) have improved recently on strong results of its operating businesses and hope about its new streaming service.

How New Streaming Service Is Pushing Disney Stock Higher

In December Disney swung open the doors to its newest hotel which seasoned travelers will find strangely familiar.

Disney’s Magic Formula For Recreating European Style In Orlando

Walt Disney Co (NYSE: DIS) has become the latest corporate victim of the Wuhan coronavirus.

Disney To Close Shanghai Park Indefinitely Amid Coronavirus Outbreak

Walt Disney's Shanghai Disney Resort will be closed until further notice to help China stop the spread of a flu-like virus, costing the theme park operator revenue during the country's biggest holiday season.

Shanghai Disney shuts to prevent spread of virus

Disney is closing its theme park in Shanghai as efforts continue to contain the coronavirus outbreak in China, “In response to the prevention and control of the disease outbreak and in order to ensure the health and safety of our guests and Cast, Shanghai Disney Resort is temporarily closing Shanghai Disneyland, Disneytown including Walt Disney

Shanghai Disneyland Closing In Response To Coronavirus Outbreak

Boeing

Bank of America

Between a new epidemic spreading from China and the Davos conference underway, these four blue chips are falling hard.

4 Blue Chip Stocks Falling Hard

Disney announced today it has sold the game studio FoxNet Games Los Angeles, the makers of “MARVEL Strike Force” and other titles, as well as Cold Iron Studios in San Jose, to the interactive entertainment and mobile game company, Scopely. The studios were acquired by Disney in 2019 as a part of its $71.3 billion […]

Disney sells mobile game studio FoxNet Games to Scopely

Disney has sold FoxNext Games LA, maker of the video game Marvel Strike Force, and Cold Iron Studios in San Jose to mobile game specialist Scopely, the companies announced Wednesday. The deal stems from Disney’s $71.3 billion acquisition last year of most of 21st Century Fox, including FoxNext Games. The transaction does not affect the

Disney Sells FoxNext Games Los Angeles And Cold Iron Studios To Scopely

Disney (DIS) moves up launch date of Disney+ in Western Europe to gain market and strengthen competitive position.

Disney Launching Disney+ a Week Early in Western Europe

Disney's sub-par January performance may indicate that streaming service subscription numbers are now "baked into" the stock price.

Disney Stock Stuck in Neutral So Far in 2020

Prior to the earnings release, I wouldn't chase DIS stock price as there will likely be volatility
The post Disney Stock Is Hot Right Now, but Wait Until After Earnings to Jump In appeared first on InvestorPlace.
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Disney Stock Is Hot Right Now, but Wait Until After Earnings to Jump In

After its highly successful unveiling in North America, the House of Mouse moves up its launch date in Western Europe.

Disney Accelerates the European Debut of Its Flagship Streaming Service

Why Disney's Stock May Jump Following Quarterly Results

Disney's streaming service will launch next in Europe March 24. Here's everything to know.

Disney Plus: Global launch dates and everything else to know

The streaming service that brought us Baby Yoda is coming to the region on March 24.

Disney Plus is hitting Europe a week early on March 24

This week, on my way to check out a little ride debuting at Disneyland in California, I stopped by Walt Disney Animation Studios in Burbank to check out Myth: A Frozen Tale. Myth is a new VR experience created by a team working at the studio that debuted with the movie but has not yet […]

Disney’s Myth: A Frozen Tale should be a case study for anyone filmmaking in VR

Disney fans in parts of Europe will be able to access Disney+ earlier than expected.

Disney+ is coming to Europe earlier than expected

Netflix

Roku

One was one of last year's hottest stocks; the other two are media giants. All will have a lot to prove when they deliver their quarterly results.

3 Entertainment Industry Earnings Reports to Watch This Season

Baby Yoda is due for an early arrival across the pond. Disney+ will launch in western Europe a week earlier than planned following the streaming service’s explosive North American debut, the Mouse House announced Tuesday.

Disney+ will launch in Europe ahead of schedule on March 24

Amazon

Comcast

AT&T

The market is getting crowded, but the appetite for streaming video is still growing.

Proof Consumers Can Handle More Streaming Video Subscriptions

Apple

Ad-supported streaming services like Comcast's Peacock and Disney's Hulu among others are well poised to gain momentum in 2020.

Ad-Supported Streaming Services to Gain Momentum in 2020

The expansion of Disney+ beyond the U.S. market threatens to draw users away from Netflix's largest and most rapidly growing audience.

News for Disney Stock (DIS)