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.

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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

Disney surged higher on Friday after reporting a strong quarter, setting a bullish tone for next week's streaming service launch.

Disney Rallies to 3-Month High After Strong Quarter

The Walt Disney Co.’s (NYSE:DIS) share price increased 5.29% (or $7.04) to $140.00 in extended trading on Thursday after the entertainer topped analyst ecpectations on fourth-quarter pro forma earnings and revenue for fiscal year 2019.

Disney Rises on 4th-Quarter Earnings Beat

Disney's (DIS) fourth-quarter fiscal 2019 results reflect solid top-line performance across all the segments.

Disney (DIS) Q4 Earnings Beat Estimates, Revenues Up Y/Y

By linking FX with Hulu, the long-time streaming service will have a clear identity in the streaming wars.

Disney wants awards too—and is going to use FX on Hulu to get them

The House of Mouse could boast millions of subscribers in the first few weeks alone.

The Stunning Results of This Beta Test Show the Massive Potential of Disney+

Happy Friday. A version of this story first appeared in CNN Business' Before the Bell newsletter. Not a subscriber? You can sign up right here.

Netflix, beware. Disney looks strong ahead of the launch of its new streaming service

Netflix spent an estimated $15 billion on original content in 2019, ahead of Disney+ and Apple TV+’s launches

For Disney CEO Bob Iger, who has the led the company through a commanding 14 years, Disney+ may be his most daring bet yet.

Disney CEO Bob Iger is about to take the biggest risk of his career

Apple

The streaming giant faces stiff competition from new services.

Can Apple+ and Disney+ Beat Netflix?

Hong Kong's political crisis is hitting the local Disneyland hard.

Disney says the Hong Kong protests could wipe out $275 million in theme park profit

The Walt Disney Company (DIS) CEO Robert Iger on Q4 2019 Results - Earnings Call Transcript

Disney+ will launch in the US, Canada, and the Netherlands on November 12th, a bit shy of a week from today. On November 19th, it’ll expand to Australia and New Zealand.

Disney+ will launch in the UK, Germany, Italy, France, and Spain in March 2020

Walt Disney Co's  popular theme parks and a remake of "The Lion King" pushed earnings past Wall Street targets on Thursday, and the company spent less than it had projected on its big plunge into streaming entertainment.

'Lion King' lifts Disney earnings as streaming costs stay under budget

The Walt Disney Company and Amazon have reached a deal that will bring the Disney+ streaming service to Amazon's Fire TV devices.

Disney+ will be available on Amazon's Fire TV

The Disney+ streaming service will be available on Amazon’s Fire TV, settling a reported dispute that threatened to impede Disney’s much-hyped rollout.

Amazon’s Fire TV will stream Disney+

Disney says "circumstances" in Hong Kong weighed on its theme park profits at international Disneyland resorts.

Hong Kong protests weigh on Disney's international parks' profits

Disney (DIS) delivered earnings and revenue surprises of 12.63% and 0.38%, respectively, for the quarter ended September 2019. Do the numbers hold clues to what lies ahead for the stock?

Walt Disney (DIS) Q4 Earnings and Revenues Surpass Estimates

Walt Disney Co’s theme parks unit and a remake of “The Lion King” boosted Disney's quarterly earnings past Wall Street targets as costs rose ahead of the Disney+ launch, the company’s new streaming service.

Disney gets boost from parks, ‘Lion King’ reboot ahead of Disney+ launch

Disney’s last earnings report before it enters the streaming wars with Netflix shows it will be a force to be reckoned with.
Watch out, Netflix.

Disney stock skyrockets after earnings beat—days before Disney Plus debut

Higher ticket prices didn't deter tourists from taking trips to Disney theme parks during its fourth quarter, but some are still holding off on their visits until Star Wars: Galaxy's second ride is operational.

Disney says visits to US theme parks are being deferred until Galaxy's Edge is complete

Walt Disney Co's  theme parks and a remake of "The Lion King" boosted quarterly earnings past Wall Street targets on Thursday as costs came in lower than expected for its big plunge into streaming entertainment.

Disney parks, films outperform as streaming costs stay under budget

Iger says Amazon is the latest partner for Disney's new streaming platform.

Disney+ will be distributed on Amazon's Fire TV, CEO Bob Iger says

Disney CEO Bob Iger began the company’s quarterly earnings call with 10 minutes of remarks about what he has described as the biggest corporate initiative of his 45-year tenure at the company: the launch of Disney+. The subscription streaming platform, which goes live in the U.S. and a handful of other territories on November 12,

Disney Sets European Streaming Launch Date, Teams With Amazon, Samsung, LG

Disney will give former Fox network FX a spot on Hulu. The network will create original content for the streaming service and episodes of FX shows that air on TV will be available to stream on Hulu within hours of going live.

Disney CEO Iger says FX shows will have 'huge presence' on Hulu, will produce new content

The first season of The Mandalorian should have already finished up by then.

News for Disney Stock (DIS)