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

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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

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

An accident involving Disney's new aerial transport system in Florida could have some long-term negative ramifications.

Disney World's Skyliner Accident Comes at a Terrible Time

Domino's Pizza

Home Depot

Peter Lynch believed individual investors had an advantage over Wall Street due to their real-life knowledge of certain industries and surroundings. Here are three such commonsense winners.

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Crowds seem to be picking up at the second of the two Star Wars: Galaxy's Edge expansions, fueled by a media blitz and the opening of a new mode of transportation to get there.

If Disney World's "Star Wars" Land Is a Flop, Why Is It So Crowded?

Disney shares could offer a historic buying opportunity after a final leg down in the two-month correction.

Disney Stock Nears Major Buying Signal

Netflix

A marketing war is underway as Disney bans Netflix from showing advertisements on the majority of its channels and platforms.
The post Marketing War: Disney Bans Netflix Ads appeared first on InvestorPlace.

Marketing War: Disney Bans Netflix Ads

Disney has taken the unusual move of banning Netflix from advertising on some of its networks as it continues to build its own streaming ambitions.

The company has banned Netflix from advertising on some of its networks

Target

The Target locations that will have Disney outlets in them will be in states throughout the country, though none of the first wave will be in New York. The closest will be in Philadelphia.

Disney stores to open in 25 Target locations across country

ABC, Freeform and other Disney-owned entertainment networks will no longer accept Netflix ads in another sign of how the streaming wars are intensifying.

Disney Bars Netflix TV Ads in Battle for Streaming Supremacy

The Walt Disney Company returned $65B to its shareholders between 2008 and 2018 while also funding deals for Marvel and Lucasfilm. This was covered almost entirely by surplus cash generation.

Disney: Targeting A Return To Surplus Cash From 2021

The streaming wars are getting Grumpy. Disney is banning ads from Netflix across all its platforms except ESPN, as it prepares to launch a rival streaming service, Disney+, next month, the Wall Street Journal reported Friday.

Disney bans Netflix ads amid streaming platform battle

Disney has imposed a ban on advertising for Netflix shows across its entertainment networks, including ABC and Freeform, though ESPN will continue to accept the competitive spots. The move is a sign of the increasingly competitive times, as the media and tech sectors are engaged in a high-stakes battle for streaming supremacy. Netflix spent nearly

Netflix Show Ads Banned By Disney Across Its Entertainment Networks

Amazon

Roku

Battles over advertising on and for streaming content are breaking out as media companies fight to establish themselves in the increasingly crowded new part of the entertainment industry.

The Latest Battle In The Streaming Wars: Advertising

Disney's magical world is opening in some Target stores.

Target is opening Disney shops inside its stores

Walt Disney Co  is banning advertising from Netflix Inc  across its TV networks, the Wall Street Journal reported on Friday, citing people familiar with the matter.

Disney bans ads from Netflix ahead of streaming launch: WSJ

Disney is reportedly planning to ban Netflix ads from all of its TV channels except ESPN, according to The Wall Street Journal.

Disney will reportedly ban Netflix ads from all of its TV channels except ESPN

Walt Disney Co. DIS, +1.01% is banning Netflix Inc. NFLX, -0.10% ads across its TV networks, according to a report in The Wall Street Journal, ahead of the launch of the entertainment and media giant's Disney+ streaming-video service next month.

Walt Disney banning Netflix ads on its TV networks--WSJ

The Mouse House's streaming service is coming, and it's bringing Star Wars and a bunch of Avengers.

Here's Why Netflix Should Worry About Disney+

Disney and Amazon are going to war over streaming, according to a report. The dispute between the corporate behemoths over advertising could impact the future residence of Disney apps on Amazon’s Fire TV as well as distribution for the upcoming streaming service Disney+, according to a story in The Wall Street Journal.

Disney and Amazon going to war over streaming content: report

In the latest trading session, Walt Disney (DIS) closed at $129.16, marking a -0.3% move from the previous day.

Walt Disney (DIS) Stock Moves -0.3%: What You Should Know

The Magic Kingdom gets more expensive every year, but visitors spend money anyway.

3 Reasons Walt Disney Stock Is Still a Buy

The Mouse is going to roar into a new world of streaming entertainment. The new Disney+ streaming service from Walt Disney Co (NYSE: DIS) is laying out an aggressive global distribution strategy that could bring it more than 15 million subscribers next year and more than 75 million by the end of 2024, Morgan Stanley said in a Wednesday update.

Morgan Stanley More Bullish On Disney On Expected Streaming Subscription Growth

Morgan Stanley raised its subscriber estimates from Disney+ and reiterated its overweight rating and $160 price target on the stock.

Morgan Stanley bets big on Disney+ subscribers, says company is 'preparing for liftoff'

Disney's (DIS) ESPN+ buys the U.S. rights of Bundesliga, Germany's top soccer league, for the 2020-2026 season.

Disney's (DIS) ESPN+ Buys Bundesliga's U.S. Rights Till 2026

Apple

Mastercard

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Disney stock is over-hyped for its upcoming streaming service, Disney+. Don’t pay up for the expected growth in streaming until it becomes a bargain.

News for Disney Stock (DIS)