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 2022

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Earnings data Q2 2023

Earnings data Q3 2023

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

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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

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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

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Free cash flow

Aerojet Rocketdyne Holdings

Boeing

Cisco Systems

QUALCOMM

Virgin Galactic

Spotify

Tesla

The Next Really Big Thing - Cody Willard Talks With Alpha Trader (Podcast)

Baby Yoda is on his way to European shores a week early.
For Europeans that have been chomping at the bit to get their Baby Yoda fix, some good news: Disney has revealed that Disney Plus is coming to certain European territories earlier than expected.

Disney Plus is coming to Europe earlier than expected

The Walt Disney Co. DIS, -0.54% said Tuesday it is moving up the date for the release of its Disney+ streaming service in western Europe to March 24.

Disney moves up launch date for Disney+ in western Europe to March 24

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

Disney Plus is hitting Europe a week early

Disney has revealed details of its Disney+ launch in the UK.

Disney+: All the details of UK launch revealed

Disney's (DIS) 20th Century Fox film studio will, henceforth, be known as 20th Century Studios and Fox Searchlight Pictures will become Searchlight Pictures.

Disney (DIS) Drops Fox From Brand Name, Renames Business

Okta

This year will hold major opportunities for these companies.

3 Top Stocks to Buy and Hold Through 2020

We'll find out soon if Netflix really needs to fear this competitor.

Only Disney+ Can Stop Netflix Now

Netflix

The new streaming service may find an audience, but revenue will be hard to come by.

Netflix and Disney Investors Have No Need to Worry About NBC's Peacock

Consumers will embrace both the old and the new when it comes to streaming.

Disney Will Reach 100 Million Subscribers by 2025, and It Will Still Be Less Than Half the Size of Netflix

Walt Disney Co. Chairman and CEO Bob Iger’s compensation fell 28% to $47.5 million in 2019 one year after shareholders signaled their unhappiness with his pay.

Disney CEO Bob Iger’s Compensation Drops Dramatically In 2019

Disney CEO Bob Iger collected $47.5 million in total compensation in 2019, down nearly 28% from the $65.6 million he made in 2018, the company disclosed late Friday in an SEC filing. According to a proxy statement, Disney paid Iger $3 million in base salary, nearly $30 million in stock  and option awards and another

Disney Boss Bob Iger’s 2019 Pay Drops Significantly From 2018 Level

First “Fox” got the ax from Disney’s rebranded assets 20th Century Studios and Searchlight Pictures. Now one of Fox’s most prominent film producers is ending its run, with Deadline confirming Friday that Chernin Entertainment is parting ways with the now Disney-run studio after eight years. Chernin via its deal made 24 movies over that span

Disney And Longtime Fox Producer Chernin Entertainment Part Ways

Disney Plus reached 20 million U.S. homes last month according to MoffettNathanson, and cord cutting was a big motivator.

Good job, cable! Your insane prices sent more cord cutters to Disney Plus

Walt Disney Co (NYSE: DIS) confirmed Friday that it is dropping the Fox name from its movie studios, separating itself in the public mind from the Fox News brand.

Disney Drops Fox Name From 20th Century Fox, Fox Searchlight Pictures

First there were not enough Baby Yoda dolls and now it seems there are too many — at least for Disney’s liking. The entertainment giant, which owns the rights to all things “Star Wars,” is cracking down on online retailer Etsy for capitalizing on the insanely popular character from its new Star Wars-inspired series, “The.

Disney appears to be cracking down on Baby Yoda knockoffs

It was announced today that the Walt Disney Company will be dropping the ‘Fox’ in 21st Century Fox, renaming the iconic studio “20th Century Studios”.

Disney Drops The ‘Fox’ In 20th Century Fox

20th Century Fox is an icon of Hollywood history. Its epic fanfare title card has appeared in front of "The Sound of Music," "Star Wars" and other major films over the past 85 years. But in 2020, that name is going to change.

Disney drops 'Fox' name and will rebrand its movie studio as '20th Century'

Executives were reportedly worried the name has become too closely associated with Rupert Murdoch’s rightwing channel

Disney drops Fox name from 20th Century film studios and Searchlight

This Star Wars ride is unlike any Disney attraction, and it's now open on both coasts.

Disneyland's Rise of the Resistance ride opens, new theme park era begins

Nearly a year after acquiring 21st Century Fox's film and television assets, Disney is finally dropping the Fox name from its studio's names.

Disney ditches Fox name from branding, emails and logos

The Walt Disney Co. DIS, +0.00% is dropping the 'Fox' brand from the 21st Century Fox assets that it acquired last March in a deal valued at $17 billion, Variety magazine reported Friday, citing a source close to the situation.

Disney to drop 'Fox' name from 20th Century Fox film studio and other assets acquired last year

A month ago when Fox Searchlight emails had dropped the Fox, there was a sense that the full integration of the former Rupert Murdoch-owned studio was in full effect at Disney.

Fox Removed From 20th Century & Searchlight Logos As Disney Updates Labels

Star Wars: Rise of the Resistance is a hit in Florida, and today it arrives at Disneyland in California, the park that needs a boost the most.

Disney's Original Theme Park Is Now Ready to Bounce Back

Walt Disney Co. Chairman and CEO Bob Iger’s compensation fell 28% to $47.5 million in 2019 after shareholders signaled their unhappiness with his pay.

News for Disney Stock (DIS)