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

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

Tomorrow, Tuesday 7th, of May, the Walt Disney Company (DIS) will report their second quarter earnings for 2024. Of special interest to shareholders will be the company's ‘Experiences' business (including its theme parks worldwide).

New drama looms over Disney theme parks ahead of Walt Disney Company (DIS) earnings tomorrow

In recent years, Disney (NASDAQ: DIS) stock has struggled, experiencing a significant decline and dropping below the $80 mark, the lowest level in almost a decade. However, things have taken a turn in 2024.

Experts are extra bullish on Disney stock; Here's why

NEW YORK — Kim Godwin is out after three tumultuous years as ABC News president, a move presaged earlier this year when network parent Walt Disney Co. DIS, +0.92% installed one of its executives, Debra O'Connell, to oversee the news division.

Kim Godwin steps down as ABC News president after tumultuous 3 years

Airbnb

Occidental Petroleum

Palantir Technologies

Uber

Earnings season continues with results from BioNTech, Palantir, Ferrari, NRG Energy, Occidental, Walt Disney, and more.

Disney, Uber, Occidental, Palantir, Airbnb, and More to Watch

Moderna

Peloton

Verizon

Calpers slashed investments in Verizon, Disney, and Peloton stock, and doubled down on Moderna shares in the first quarter.

Largest U.S. Pension Sold Verizon, Disney, and Peloton Stock. It Bought Moderna.

Disney has revealed that it spent a record $543 million (€504 million) last year on renovating the flagship hotel at its resort in Paris and building a land there based on the hit animated movie Frozen.

Disney Reveals Record $540 Million Theme Park And Hotel Investment

Warner Bros Discovery Inc

CNBC's Jim Cramer on Friday guided investors through an earnings-packed week on Wall Street.

Cramer's week ahead: Earnings from Disney, Uber and Warner Bros. Discovery

Constellation Energy Corp

Ferrari

Toyota Motor

As the earnings season moves into final innings, some fast-moving names led by Disney, Ferrari and Constellation are due to report.

A Week Of Fast-Moving Stocks Ahead: Disney, Toyota, Ferrari, Constellation

Apple (AAPL) is propping up the Dow to end the week after the tech titan's blowout corporate report.

Disney Stock Hoping For Another Post-Earnings Pop

Paramount Global

Investors interested in stocks from the Media Conglomerates sector have probably already heard of Paramount Global-B (PARA) and Walt Disney (DIS). But which of these two stocks presents investors with the better value opportunity right now?

PARA vs. DIS: Which Stock Is the Better Value Option?

Wyndham Hotels & Resorts Inc

In recent sessions, the market hasn't necessarily been cooperative with the bulls and that may have serious implications for travel stocks to buy. As a sector dependent on robust consumer sentiment, it faces significant challenges.

Stock Market Crash Alert: 3 Must-Buy Travel Stocks When Prices Plunge

Disney's (DIS) fiscal second-quarter results are expected to reflect strength in IP and continued growth in the theme park business globally, offset by a decline in Linear TV revenues.

Will Modest Top-Line Growth Buoy Disney's (DIS) Q2 Earnings?

Besides Wall Street's top -and-bottom-line estimates for Disney (DIS), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended March 2024.

Gear Up for Disney (DIS) Q2 Earnings: Wall Street Estimates for Key Metrics

Kroger

Kroger and Walt Disney Co. are reportedly exploring a partnership that would offer the Disney+ streaming service to subscribers of Kroger's grocery delivery program. If a deal is struck, Kroger Boost subscribers would get access to Disney+ at no additional cost, Bloomberg reported Wednesday (May 1), citing unnamed sources.

Report: Kroger and Disney Exploring Streaming Service Offering

Cisco Systems

NIKE

Not everyone is feeling good about the stock market. Inflation has been picking up, and interest rates have remained elevated.

Stock Market Crash Warning: Don't Get Caught Holding These 3 Blue-Chip Stocks

Kroger and Walt Disney's are in talks to bring streaming service Disney+ to the food retailer's grocery delivery program, Bloomberg News reported on Wednesday, citing people familiar with the matter.

Kroger in talks to bring Disney+ to its grocery delivery program, Bloomberg News says

NEW YORK--(BUSINESS WIRE)--Bubble Skincare announced today its first-ever brand collaboration, with Disney and Pixar's Inside Out 2.

Bubble Skincare Announces Collaboration with Disney and Pixar's Inside Out 2

Disney reports fiscal second-quarter results on Wednesday. It's been posting accelerating earnings beats for three consecutive quarters.

3 Dates for Disney Stock Investors to Circle in May

Disney (DIS) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Walt Disney (DIS) Earnings Expected to Grow: Should You Buy?

American Public Education

Churchill Downs

H&R Block

Netflix

Consumer discretionary stocks like The Walt Disney Company (DIS), Churchill Downs Incorporated (CHDN), H&R Block, Inc. (HRB), Netflix, Inc. (NFLX) and American Public Education, Inc. (APEI) are likely to benefit from the steady growth in consumer spending.

5 Stocks to Buy on a Solid Jump in Consumer Spending

The credit cycle tends to bring extreme highs and lows for stocks. When the COVID-19 pandemic peaked in late 2020 and early 2021, the Federal Reserve (the Fed) was forced to drop interest rates to near zero, accommodating the credit markets for more accessible financing and boosting the business cycle.

Can Disney Stock Triple Before 2030?

After suffering a setback for a year and a half after Bob Iger returned to the CEO position, Walt Disney Co.

Disney Stock Recovers

Disney is expected to publish its Q2 FY'24 results on May 7. We expect Disney's revenues to come in at $22.2 billion for the quarter, slightly ahead of consensus estimates, marking an increase of over 2% versus last year.

Up 25% This Year, Will Disney's Strong Run Continue Following Q2 Results?

Chevron

Taiwan Semiconductor Manufacturing

With the global economy facing uncertain times, investors ought to position themselves in top blue-chip stocks. No, aligning yourself with the biggest publicly traded companies doesn't guarantee you anything.

The Top 3 Blue-Chip Stocks to Buy in April 2024

Walt Disney has succeeded in improving its profitability. However, its content slate remains weak -- which is a concern.

News for Disney Stock (DIS)