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 Q2 2022

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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.

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

Microsoft

Walmart

The giants of industry, if they move aggressively with the disrupters, have the distribution to compete, if not beat, the distrupters.

The Rise Of The Disrupted: Microsoft, Walmart, Disney

Walt Disney continued to dominate the film industry with a blockbuster opening weekend from The Lion King and a new milestone set by Avengers: Endgame.

Tap Disney's Roaring Box Office Success With These ETFs

Disney can nearly double its earnings by 2024, Morgan Stanley said in a note to clients on Tuesday.

Morgan Stanley: Disney's earnings will nearly double in 4 years

When will your favorite Marvel and Star Wars movie actually arrive on Disney's $7-a-month service?  What should you expect from Marvel's original shows?

Disney Plus: Every show and movie that will available to stream -- and when

Weibo

Waste Management

The top investor regularly outperformed the stock market betting on companies like these.

3 Stocks Peter Lynch Would Love: Waste Management, Weibo & Disney

A rerelease of the superhero epic helped push it over the edge, dethrone another Disney property, and take the title.

Marvel's "Avengers: Endgame" Sets the All-Time Box Office Record

In Disney’s 2019 proxy, as required by the SEC, Disney reports that Bob Iger’s salary in 2018 was $65.6 million, or 1,424 times the median employee’s total annual compensation of $46,127. That means half of Disney’s employees earn more than $46,127, and half earn less.

Is Disney CEO Bob Iger Worth $22,793 an Hour?

Following a record breaking opening weekend for Disney's "The Lion King," CNBC's Jim Cramer said the company's stock is an "annunity stream" for investors.

Cramer: Disney's stock 'is just an annuity stream'

It is official: “Avengers: Endgame” has surpassed “Avatar” to become the highest-grossing film of all time, while the live-action “The Lion King” dominated the weekend box office, setting Walt Disney Co.

Disney’s weekend haul ‘saves’ second-quarter box office, sets studio up for stellar year

Walt Disney Co (NYSE: DIS) set a new record after its remake of the animated classic "The Lion King" took in $185 million over the opening weekend.

'Lion King' Roars To $185M At The Box Office, Exceeding Disney's Expectations

Picking a stock that is safe to own for a full decade is no simple task. After all, there are recessions, rapidly changing consumer habits, wages and operating costs, other business disruptors, and even laws and taxes that have to be considered.

The Case for Walt Disney as a Stock to Own for the Next Decade

Since release its first Disney produced Marvel movie in 2012, the company has earned more than $18.2 billion at the global box office. And it's already on its way to make billions more.

Disney bought Marvel for $4 billion in 2009. It's made $18.2 billion at the box office since

A star-studded version of The Lion King dominated the box office in its opening weekend, and had the most successful first three days of any Disney remake.

A roaring success! Lion King dominates the box office on debut weekend

Netflix

Two of the leading entertainment providers are moving in different directions, but that doesn't mean the stocks will continue to be passing ships.

Better Buy: Disney (DIS) vs. Netflix (NFLX)

“The Lion King” hauled in an estimated $185 million in the U.S., the highest opening in July ever.

'The Lion King' soars with $185 million opening weekend in the US

Alphabet

Intuitive Surgical

Their competitive advantages and long-term growth prospects make these three stocks keepers.

3 Stocks I'm Never Selling: Disney, Alphabet & Intuitive Surgical

Comcast

SeaWorld Entertainment

It's easy to see what Disney, Universal Studios, and SeaWorld got wrong in Central Florida this season.

4 Reasons Theme Parks Are Struggling This Summer

Blockbusters and franchises rule the day, and that's not likely to change.

Disney Has Created a Model for Decades of Box Office Success

Hasbro

Lowe's

McDonald's

Altria

Fifty years ago, man landed on the moon and McDonald's and some other stocks took off into the stratosphere. Two of them have more fuel in their jet.

These five stocks are the best performers since man landed on the moon

Danske Bank A/S (DNSKF) CEO Chris Vogelzang on Q2 2019 Results - Earnings Call Transcript

Walt Disney Co’s (NYSE: DIS) release of "The Lion King" this weekend is expected to crack $150 million in U.S.

'Lion King' Release Might Be A Good Time To Look At Disney's Stock

American Tower

Canadian National Railway Company

If you're searching for growth-at-a-value companies with highly defensible business models, American Tower, Canadian National Railway, and Disney fit the bill.

3 Stocks Warren Buffett Would Love to Own

The Walt Disney Co. has called scathing claims by a family heiress about worker conditions at Disneyland “a gross and unfair exaggeration of the facts.

Disney slams claims by family heiress about working conditions

Spotify

In an effort likely aimed at boosting family memberships, Spotify this morning announced a new partnership with Disney on the creation of a Disney Hub on its streaming service. Here, Disney fans in select markets including the U.S.

Spotify partners with Disney on a new streaming hub aimed at families

Are investors getting ahead of themselves? It could be five years before shareholders see a return on the streaming build-out.

News for Disney Stock (DIS)