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

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

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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

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Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

Disney+ will include HDR, 4K and Dolby Atmos streaming with its $6.99 per month basic plan, Disney reportedly announced at a conference.

Disney will offer high definition streaming for less than Netflix

Walt Disney Co  and Target Corp  announced a collaboration on Sunday that will open 25 Disney stores inside select Target locations nationwide on Oct. 4, with plans for 40 additional sites by October next year.

Disney to launch 25 stores inside Target nationwide on October 4

Target

The announcement for Target also comes on the heels of a strong quarterly earnings report, where it showed it drove more people to stores and got them to spend more money there.

Disney and Target are teaming up to open stores with each other's help

Everything Disney revealed about its parks, cruise lines and resorts at its D23 Expo in Anaheim, California.

Everything Disney revealed about its parks, cruise lines and resorts at D23 Expo

On Saturday, Disney gave fans more to feast on. In addition to providing information about already announced and upcoming releases like "Frozen II," "Star Wars: The Rise of Skywalker" and "Black Widow," Disney shared details about previously unannounced projects like "Raya and the Last Dragon" and "Black Panther II" during a panel at its D23 Expo in Anaheim.

Here's what we learned about Disney's upcoming films at the D23 Expo

Epcot is struggling to keep up with its peers, and it will probably be Disney World's least visited park in 2019. Something has to change -- and it will.

Disney World Needs to Fix Its Fading Theme Park

You can tell a lot about a service by what it prioritizes on its home screen. With the new Disney + service the focus is initially organized by fan base, with different silos for the company’s various studios and the fans that follow them.

The new Disney+ streaming service is oriented around fans and families

As part of its big reveal of the slate of shows coming to Disney+ streaming service, Marvel head Kevin Feige introduced three new shows that would be joining the Marvel pantheon: “She Hulk”, “Moon Knight” and “Ms. Marvel” as part of the expanded Marvel Universe.

Disney introduces “She Hulk”, “Moon Knight” and “Ms. Marvel” to Disney+ streaming service

On Friday, Marvel head Kevin Feige announced three more Marvel series would be coming to Disney’s streaming service Disney+.

SheHulk, Moon Knight and Ms. Marvel coming to Disney+

Disney is set to reveal new information about its upcoming streaming service's shows and films during its Disney+ panel at D23 Expo in Anaheim, California.

Everything we learned at D23's Disney+ panel

A report from The Hollywood Reporter on Friday said that Disney will be creating a show around its first Muslim superhero — Ms. Marvel.

Ms. Marvel is getting a live action series on Disney+

Changes are coming to Disney's theme parks -- and just in time, given the recently languishing attendance at its stateside attractions.

Disney Moves to Beef Up Its Theme Parks

Amazon

Alibaba

Celgene

Alphabet

Mastercard

Microsoft

Netflix

Visa

The Goldman Sachs VIP lineup has outperformed the S&P 500 in 60% of quarters since 2001.

10 Most-Loved Stocks in Hedge Funds: Goldman's VIP List

DIS stock is likely to experience further profit-taking as the war for the streaming services is getting rather expensive
The post Will Disney+ Be the Next Catalyst for DIS Stock? appeared first on InvestorPlace.

Will Disney+ Be the Next Catalyst for DIS Stock?

In a statement to TMZ, Joan Lee said Marvel and Disney need to be "checked and balanced" as they seek total control of her father's creations.

Stan Lee's daughter: 'No one could have treated my father worse than Marvel and Disney's executives'

Roku

Despite Netflix being known for missing badly on one quarter a year, investors took that as a big sign the days of big growth were grinding to a halt -- and down went Netflix stock.
The post Who Will Win the Streaming Wars?

Who Will Win the Streaming Wars? Netflix, Disney or Roku Stock

Sony

This might go down in history as one of the riskiest moves by a movie studio. Ever.

Sony Ends Spider-Man Deal With Disney's Marvel

With Disney+, the Magic Kingdom could usurp Netflix. But with high expectations priced into shares, wait to buy DIS stock.

Disney May Disrupt Netflix, But Take Your Time With DIS Stock

If talks don't resume, it is likely that Spider-Man will no longer be part of the Marvel Cinematic Universe, which could be bad news for both Sony and Marvel going forward.

'Spider-Man' divorce is bad for Disney and Sony

After two successful solo outings and three team-up films in which he stood alongside The Avengers, your friendly neighbourhood Spider-Man appears to be swinging out of the Marvel Cinematic Universe.

Spider-Man: What Disney-Sony split means for his movie future

Apple

Apple is gearing up to launch its new video streaming service — setting it up for a head-to-head battle with Disney.

Crossing the streams: Apple TV+ set to go head-to-head with Disney+

New York's favorite web slinging hero is Marvel's no longer after a split between Disney and Sony Pictures.

Spider-Man to leave Marvel Universe after Disney and Sony split

Former Disney employee Sandra Kuba says company executives have been overstating revenues.

Disney Whistleblower's Time in the Sun

Is Mickey cooking the books at the Magic Kingdom? A Disney whistleblower is telling the Securities and Exchange Commission that the company has been inflating revenues at its parks and resorts division for years, padding income by as much as $6 billion in one year alone, according to a new report in MarketWatch.

Whistleblower claims Disney inflated revenues for years

Disney whistleblower news is coming out about the company allegedly overstating its revenue by billions of dollars for years now.
The post Disney Whistleblower 2019: What a Former DIS Employee Told the SEC appeared first on InvestorPlace.

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