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

Cisco Systems

Visa

Out of all the Dow Jones stocks out there right now, these three names are the most future-proof, making them ideal for long-term investors.

3 Dow Jones Stocks to Buy for the Next Decade

Despite a smattering of mixed reviews from critics, general consensus is that Disney's remake of "The Lion King" will score at least $175 million in its opening weekend in the U.S., if not more.

Disney's 'The Lion King' is 'critic proof,' on pace for $175 million US debut despite mixed reviews

Walt Disney Company (NYSE:DIS) has been a fantastic stock for us this year, and with the recent release of The Lion King and Spider-Man: Far From Home, we think now is a great time to open a new trade.
The post Looking for More Pre-Earnings Magic from Disney appeared first on InvestorPlace.

Looking for More Pre-Earnings Magic from Disney

The two media companies have to make a carriage deal this summer, and it probably won't get contentious.

Disney and Charter Need Each Other (for Now)

A Disney heiress claims that she went undercover at Disneyland, and says she wasn’t happy with what she saw. In a recent interview for Yahoo’s “Through Her Eyes,” Abigail Disney described meeting with Disneyland employees to better understand their grievances about their work.

Disney heiress says employees unhappy with working conditions

Caterpillar

Goldman Sachs

Home Depot

Intel

These Dow Jones stocks are in the spotlight as investor sentiment perks up a bit. Here's what you should know about each stock.

5 Dow Jones Stocks to Buy Now

If the stars align, and it appears they will, Disney's "Avengers: Endgame" will soon be the top-grossing film. And that's not all.

'Avengers: Endgame' within $7.1 million of 'Avatar' record ahead San Diego Comic-Con

Apple

Comcast

AT&T

Apple, Disney, WarnerMedia, and NBCUniversal are laying out billions.

Netflix's Upcoming Competitors Are Spending Crazy Amounts on Content

Disney stock has pros and cons, particularly after its burst higher last quarter. In the end though, here's why the pros favor DIS stock.

3 Pros, 3 Cons on Disney Stock

SeaWorld Entertainment

Disney, Universal Studios, and SeaWorld are ramping up promotional activity during the typically potent summer travel season.

Theme Parks Are Having a Challenging Summer

Over the weekend, Disney earned $54.7 million in China, higher than the openings of "The Jungle Book," "Beauty and the Beast" and "Aladdin."

Disney's 'The Lion King' hauls in $54.7 million in China debut, on pace for $175 million US opening

Charter Communications

Disney's upcoming carriage agreement with cable provider Charter may usher in a new era of how pay-TV deals get done.

Disney, Charter talks could affect price of cable in the streaming era

Disney FX Plus is shutting down, according to a notice from the company's website. The decision was made due to the company's content moving.

Disney FX Plus Shutting Down: 7 Things to Know

Hulu has again launched 4K content on its service, as first noticed by a report on The Streamable today and confirmed to us by a company spokesperson. The streamer had been late to add support 4K, having finally rolled out support in December 2016 — a couple of years after rivals Netflix and Amazon Prime Video […]

Hulu brings back 4K content

SPDR Dow Jones Industrial Average ETF

Microsoft

The Dow Jones topped 27,000 for the first time in its history.

Dow Breezes Past 27,000: 5 Stocks That Drove ETF

iRobot

Netflix

Roku

Shopify

Spotify

Tesla

It's time for Apple (AAPL) to get aggressive with its $120 billion net cash balance. Here are seven companies Apple should buy.

7 Companies Apple Should Consider Buying

Disney has cancelled a film premiere for Descendants 3 after the death of star Cameron Boyce.

Disney cancels premiere after death of star Cameron Boyce

American Express

McDonald's

Merck

NIKE

Pfizer

Procter & Gamble

The Dow Jones Industrial Average surged above 27,000 for the first time ever on Thursday, just a day after the S&P 500 topped 3,000. Here's a look at the stocks that drove the rally.

These are the stocks that have powered the Dow's rally to 27,000

Spread Trade #1 - The Butterfly

Walt Disney World will get the second ride for Galaxy's Edge first, in December 2019.

Disneyland's Rise of the Resistance Star Wars ride will open in 2020

While the Orlando, Florida version of the ride is expected to be operational on December 5, its California counterpart won't open until January 17.

Star Wars: Galaxy's Edge to open Rise of Resistance ride later than expected

Review: Jon Favreau's version offers incredibly lifelike characters, but at what cost?

The Lion King remake brings renewed life to a Disney classic

Delta Air Lines

Micron Technology

Options trading was buzzing in Delta Air Lines, Micron and Disney on Wednesday. Here are the metrics that matter moving forward.

Thursday’s Vital Data: Delta Air Lines, Micron and Disney

Stick a fork in “Forky.” Disney yanked thousands the plush toy “Forky” — featured as a sidekick in “Toy Story 4” — from the shelves because they pose a choking hazard, officials said Tuesday.

Disney recalling Toy Story 4 toy over choking hazard

Aurora Cannabis

Young investors have a crucial time advantage with stocks to buy in that they can patiently ride out longer-term bullish arguments.

News for Disney Stock (DIS)