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

Earnings data Q1 2024

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

Global media and entertainment giant Walt Disney Co (NYSE: DIS) faces two near-term  headwinds, and the stock now has upside potential of less than 4%, according to Imperial Capital.

Near-Term Headwinds Prompt Imperial Capital To Lower Disney Price Target

Soon after its U.S. debut, the streaming service will begin rolling out globally.

Disney Announces Additional Launch Dates for Disney+

The crowded market for video streaming, currently dominated by Netflix Inc, is expected to heat up further as Walt Disney Co rolls out its Disney+ service on Nov. 12 in the United States, Canada and the Netherlands.

Disney to take on Netflix as streaming war heats up

Factbox: Disney to take on Netflix as streaming war heats up

The Walt Disney Co. DIS, +1.33% said Monday it will launch its new streaming service Disney+ in Canada and The Netherlands on the same day, Nov.

Disney to launch streaming service in Canada, The Netherlands along with U.S. on Nov. 12

Netflix

Disney’s $12.99 bundle promises three substantial services.

A Foolish Take: Disney's Streaming Bundle Is Netflix's Worst Nightmare

The service will be available on popular platforms like Apple TV, Google Chromecast and Roku, but not Amazon's Fire TV.

Disney+ is set to launch on all the major streaming platforms except Amazon

Disney+ will have an international launch that begins at the same time as its rollout in the U.S., Disney revealed.

Disney+ comes to Canada and the Netherlands on Nov. 12, will support nearly all major platforms at launch

Walt Disney Co  said on Monday it will launch its Disney+ video streaming service in Canada and the Netherlands on Nov. 12, the same date as its previously announced United States launch.

Disney streaming service to launch in Canada, Netherlands in November

Passholder previews for Star Wars: Galaxy's Edge kicked off at Disney's Hollywood Studios in Florida this weekend.

Disney World Needs Galaxy's Edge to Succeed

The Disney-controlled streaming service added 300,000 live television subscribers last quarter as its competitors lost customers.

Hulu Is Rapidly Becoming a Force in Pay-TV

The new Mickey's Not-So-Scary Halloween Party Pass seems like a no-brainer way to boost theme-park revenue but could also be a lose-lose offering. It would be bad if it fails, but potentially even worse if it succeeds.

Disney World's New $299 Trick Is Brilliant but Risky

The studios controlled by the House of Mouse are on fire with five 10-figure releases in 2019 and the potential for two more.

Disney Sets Record for Most $1 Billion Movies in a Single Year

It may be years before DIS turns an actual profit with its streaming services, but DIS stock could benefit much, much sooner.
The post Any Dent Disney+ Makes in Netflix’s Dominance Could Pump Up DIS Stock appeared first on InvestorPlace.

Any Dent Disney+ Makes in Netflix’s Dominance Could Pump Up DIS Stock

Charter Communications

Disney (DIS) and Charter Communications extend a multi-year distribution agreement to feature TV content of the former on the latter's Spectrum network.

Disney (DIS) & Charter Ink Multi-Year Distribution Agreement

Mickey's Not-So-Scary Halloween Party kicks off at Disney World in Florida, even as Halloween itself is still two-and-a-half months away.

It's Never Too Early for Halloween at Disney World

Disney's just-announced $12.99 bundle pricing for Disney+, Hulu and ESPN+ is just the latest daunting existential threat to Netflix. Here's why.

Disney's $12.99 Shot Across Netflix's Bow

Disney continues to break records at the box office. The company announced Thursday that "Toy Story 4" surpassed the $1 billion mark on Wednesday, becoming the fifth movie from the studio to do so this year.

'Toy Story 4' is the 5th Disney film to top $1 billion at global box office in 2019

Charter has agreed to a multiyear carriage agreement with Disney, avoiding a blackout of networks including ABC and ESPN. Charter will carry the ACC Network and will make ESPN+ available to Charter customers as a new network as part of the deal, sources say.

Disney and Charter reach multiyear carriage agreement, sources say

There’s usually never a reason to panic on a stalwart like Disney stock. However, a poor Q3 earnings report and disappointing developments at Disneyland cloud management’s aggressive push to disrupt streaming giant Netflix.

Overzealousness Might Hurt Disney Stock in the Nearer Term

Disney's earnings miss is a temporary setback. The announcement of the Disney+ bundle indicates that the company is gunning for Netflix's market leader position.

Disney Hilariously Outguns Netflix In The Upcoming Streaming War

It's about more than increasing subscriber counts.

The Real Value of Disney's Bundle for Investors

It's a bit of a mess right now, but a new entertainment package is going to be a serious force to be reckoned with.

Disney Is Serious About Disrupting Netflix

Walt Disney (NYSE: DIS) stock price has jumped over 40% from $96 in August 2016 to $135 in August 2019. The increase in Walt Disney stock price was primarily driven by an increase in revenue and margins, along with a sharp drop of 202 million in shares outstanding which has pushed up the earnings.

Walt Disney Stock Up 40% In 3 Years; Can The Momentum Continue?

Advanced Micro Devices

Planet Fitness

These three companies showcase why you shouldn't panic-sell following poor earnings.

News for Disney Stock (DIS)