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

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Earnings data Q4 2022

Earnings data Q1 2023

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Earnings data Q4 2023

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Earnings data Q2 2024

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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.

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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

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Change in working capital

Cash from investing

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Purchase/sale of investments

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Cash from financing

Change in stock

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Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

Walt Disney Co (NYSE: DIS) on Tuesday joined the streaming video space with the launch of Disney+ and exceeded expectations of CNBC's Jim Cramer, who counts himself among the company's biggest bulls.

Cramer Praises Bob Iger On Historic Day For Disney+, Stock

Disney (DIS) saw a big move last session, as its shares jumped more than 7% on the day, amid huge volumes.

Disney (DIS) Looks Good: Stock Adds 7.3% in Session

Disney's $7 Netflix competitor streams movies, shows and originals from Marvel, Star Wars, Pixar and its own studio, plus a big library of classics.

Disney Plus: All you need to know about Disney's Netflix rival

Cisco Systems

Walmart

Options trading was buzzing in Disney, Walmart and Cisco stock on Wednesday. Here are the metrics that matter moving forward.

Thursday’s Vital Data: Disney, Walmart and Cisco

Netflix

Will Netflix remain the king of all streaming, or will Disney topple the upstart?

Better Buy:  Disney vs.  Netflix

The House of Mouse has used a number of strategies to jump-start subscriptions.

Disney+ Enjoyed a Blockbuster Launch With 10 Million Sign-Ups

Disney plans to bring its on-demand video streaming service to India and some Southeast Asian markets as soon as the second half of next year, two sources familiar with the company’s plans told TechCrunch.

Disney+ to launch in India, Southeast Asian markets next year

The new Disney+ is also Disney-, as the studio’s streaming service is apparently being cautious on what it will showcase, keeping some materials in the vault while warning of sensitive content in other cases. The debut of the new subscription service on Tuesday has already caused fans and media to notice what isn’t available. From

Disney+ Content Warnings On Sensitive Depictions In Films Causes A Stir Among Subscribers

The House of Mouse proves it's a streaming contender on day one of new service's launch.

Disney Stock Surges to All-Time High as Disney+ Subscribers Top 10 Million

Disney called this moment a “major milestone”—but, uh, is it?
Just one day after launching, Disney’s new streaming service already has 10 million subscribers in the bag.

Disney impressively converts a small fraction of rabid adult fans into Disney Plus subscribers

Disney posted a stellar gain, lifting the Dow Jones to another record today. And this success occurred despite significant headline risks.

Dow Jones Today: Disney Was the Star of the Show Again

Disney+ has already garnered millions of subscribers, the company announced today.

Why Walt Disney Stock Jumped Wednesday

Advanced Micro Devices

Datadog

Fastly

Canada Goose Holdings

Advanced Micro Devices, Disney, Canada Goose, Datadog and Fastly were our top stock trades from Wednesday.

5 Top Stock Trades for Thursday: AMD, GOOS, FSLY, DDOG, DIS

With several other new entrants in the wings from NBCUniversal’s Peacock to Warner Media’s HBO Max, what kind of pathway has Disney+ forged for these erstwhile competitors?

Disney+ Launch: What Are Key Lessons For Streaming Services To Come?

Disney stock is up 8% after the launch of Disney+. But even if Wall Street had reacted poorly, when evaluating whether to invest, you have to look at the bigger picture.

What to Watch with Disney Stock After the Disney+ Launch

A day after its big launch, Disney announced that its new streaming service Disney+ has amassed 10 million subscribers.

Disney+ has hit 10 million subscribers since launching on Tuesday

Walt Disney Co. DIS, +7.56% shares jumped to record prices Wednesday, after the company announced that its new streaming service had more than 10 million subscribers in the wake of the service's Tuesday launch.

Disney stock shoots to record highs after debut of streaming service

Walt Disney Co (NYSE: DIS) said Wednesday more than 10 million customers have already signed up for its new Disney+ streaming service launched on Tuesday.

Disney's Stock Surges After Signing Up More Than 10M Customers In First Day Of New Streaming Service

Disney signed up more customers in one day than HBO Now, CBS All Access + Showtime, ESPN+, DAZN and Crunchyroll have signed up in the entirety of their existences.

Disney+ already has 10 million subscribers — here's how that compares with rivals

The S&P 500 and Nasdaq stock indexes slipped on Wednesday on fresh uncertainty over U.S.-China trade relations, while a jump in Walt Disney shares boosted the Dow.

S&P wobbles on fresh trade uncertainty; Disney lifts Dow

Credit Suisse raised its 12-month price target on the stock to $163 from $150.

Credit Suisse raises Disney price target, subscriber estimates after strong Disney+ debut

Apple

Roku

AT&T

Streaming TV has been around, but the real gold rush is just about to begin. That means it's time to buy these key streaming stocks.

5 Streaming Stocks to Buy for Huge Upside Over the Next Decade

The Walt Disney Co. (NYSE: DIS) said on Wednesday that its Tuesday launch of the new Disney+ streaming service signed up 10 million subscribers.

What 10 Million Disney+ First-Day Subscriptions Mean

Disney Stock Still Has Further Room To Run

When investors see big share price jumps in Dow Jones industrial average components this time of year, it’s probably around earnings.

News for Disney Stock (DIS)