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 Q1 2023

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Earnings data Q2 2024

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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.

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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

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Current liabilities

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Non-current liabilities

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Stockholders equity

Minority interest

Total liabilities & equity

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Net debt

Book value per share

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Free cash flow

Actress Gina Carano is suing Disney and LucasFilm for wrongful termination and discrimination, claiming she was dropped from The Mandalorian for expressing her "personal political opinions".

Actress sues Disney and LucasFilm over Mandalorian firing - in lawsuit backed by Elon Musk

Elon Musk is to fund a lawsuit brought by former Mandalorian actress Gina Carano against Disney and Lucasfilm following her sacking in 2021 following a post on Instagram. An outspoken Republican supporter, Carano wants US$75,000 in damages and for Lucasfilm to recast her in the series and other projects.

Elon Musk backs lawsuit against Disney by sacked Mandolorian actress

Twenty-First Century Fox

Warner Bros Discovery Inc

ESPN, Fox and Warner Bros Discovery have reached agreement on a new streaming platform for live sports content, the companies said on Tuesday.

Networks unite to create new sports streaming platform

Another streaming service will soon be added to the pile when The Walt Disney Company (NYSE:DIS)'s ESPN, Fox Corp (NASDAQ:FOXA) and Warner Bros Discovery Inc (NASDAQ:WBD) jointly launch a yet-to-be-name sports streaming platform. Viewers will have access to the breadth of sports content owned by the three media giants, including FIFA World Cup, Formula 1, NFL, PGA, UFC, NBA Major League Baseball (MLB) and other major events on the sporting calendar, including college sport.

Disney's ESPN, Fox and Warner to launch sports mega-streamer

Fox, ESPN and Warner Bros. Discovery have announced a joint venture to launch a new streaming sports service in the United States.

Fox, ESPN, Warner Bros. Discovery to Launch Streaming Sports Service

Walt Disney's ESPN (DIS), Fox (FOXA), and Warner Bros. Discovery (WBD) are teaming up to create a joint sports streaming service that could help them better compete with rivals.

ESPN, Fox, and Warner Bros. Discovery Team Up to Offer Joint Sports Streaming Service

LOS ANGELES — Actor Gina Carano on Tuesday sued Lucasfilm and its parent the Walt Disney Co. over her 2021 firing from “The Mandalorian,” saying she was let go for expressing right-wing views on social media.

Backed by Elon Musk, ‘Mandalorian' actor Gina Carano sues Disney over her firing

The new offering will include games from all four major US sports leagues, including the NFL, NBA, NHL and MLB as well as major college conferences.

Disney, Fox and Warner Bros. Discovery Are Creating a New Sports Streaming Service

Actor Gina Carano sued Walt Disney for wrongful termination from Star Wars series "The Mandalorian" in a lawsuit filed on Tuesday and backed by billionaire Elon Musk.

Fired 'Mandalorian' actor sues Disney with funding from Elon Musk

Disney, Fox, and Warner Bros. Discovery are teaming up to launch a sports streaming service.

Well, this could be what finally kills cable TV

ESPN, Warner Bros, and Fox will launch a new streaming service for sports. It's set to launch this fall, but we still don't know how much it will cost.

ESPN, Warner Bros and Fox are launching a huge sports streaming service

Disney, Fox Sports and Warner Bros. Discovery are teaming up for a sports streaming venture set to launch by the end of the year. Details are still coming into focus about the service, which will pool resources among three of the biggest owners of sports rights.

Disney, Fox Sports And Warner Bros. Discovery Team On Sports Streaming Venture

BURBANK, Calif. & BRISTOL, Conn.--(BUSINESS WIRE)--ESPN, a subsidiary of The Walt Disney Company (NYSE: DIS), FOX (Nasdaq: FOXA, FOX) and Warner Bros. Discovery (Nasdaq: WBD) have reached an understanding on principal terms to form a new Joint Venture (JV) to build an innovative new platform to house a compelling streaming sports service. The platform brings together the companies' portfolios of sports networks, certain direct-to-consumer (DTC) sports services and sports rights – including cont.

ESPN, FOX and Warner Bros. Discovery Forming Joint Venture to Launch Streaming Sports Service in the U.S.

ESPN, Fox Corporation and Warner Bros. are coming together to create a new sports streaming service, multiple outlets reported Tuesday—in a move that will add another platform in the already-crowded streaming wars.

ESPN, Fox, Warner Bros. Discovery Launching New Sports Streaming Platform

The product will bring sports linear networks and Direct-to-Consumer ESPN+ together, the statement said.

Fox, Disney, Warner Bros. Discovery to create joint sports streaming platform

Disney+ has begun informing its subscribers that they'll no longer be able to share account passwords with others by March 14th, furthering a larger crackdown on password sharing from other streaming platforms such as Netflix and Hulu.

Disney+ Password Crackdown: Subscribers Will Lose Password Sharing By March 14th

The service will be available to ESPN+, Hulu and Max subscribers.

Fox, Warner Bros. Discovery and Disney Create New Sports Streaming Venture

Disney, Fox and Warner Bros. Discovery plan to launch the service as media companies move away from traditional cable viewing of sports games.

ESPN, Fox and Warner Bros. Discovery to launch joint sports streaming platform this year

The lawsuit comes after Elon Musk vowed to foot legal bills for X users who had been the victims of retaliation over their social media posts.

Elon Musk's X funds Gina Carano lawsuit vs. Disney, Lucasfilm over ‘Mandalorian' firing

Walt Disney Co.'s DIS, +2.73% ESPN, Fox Corp. FOX, +0.55%, and Warner Bros. Discovery Inc. WBD, are teaming to create a joint streaming sports service, according to a Wall Street Journal report Tuesday.

New sports streaming venture from Disney, Fox, Warner Bros. is coming: report

Fox Corp , Walt Disney's ESPN and Warner Bros. Discovery said on Tuesday they were set to release a sports streaming platform later this year, in a bid to capture younger audiences and save costs.

Disney, Fox, Warner Bros Discovery to create joint sports streaming platform

Activist investor Blackwells Capital has a solution for Walt Disney Co. and its chief executive Bob Iger to rev up sales: Split the company into three separate focused entities — sports, entertainment, and resorts.

Disney activist Blackwells proposes splitting up company in proxy fight

(Reuters) – Fox Corp, Walt Disney's ESPN and Warner Bros. Discovery said on Tuesday they were set to release a sports streaming platform later this year, in a bid to capture younger audiences and save costs.

Disney, Fox, and Warner Bros Discovery team up to launch a new sports streaming platform

Disney is an interesting stock to consider for long-term investors.

Where Will Disney Stock Be in 2 Years?

Evaluate the expected performance of Disney (DIS) for the quarter ended December 2023, looking beyond the conventional Wall Street top-and-bottom-line estimates and examining some of its key metrics for better insight.

News for Disney Stock (DIS)