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 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

Apple

Apple and Disney cannot avoid shareholder votes about their use of artificial intelligence put forward by a labor group, the top U.S. securities regulator has ruled.

US regulator denies Apple, Disney bids to skip votes on AI

The agreement between the NCAA and ESPN has an annual value of $115 million, nearly triple that of the current deal.

NCAA and ESPN ink 8-year, $920 million media rights deal

A Disney worker who alleges she was raped by a top executive claims the Mouse House covered up his alleged pattern of sexual abuse, according to a lawsuit.

Disney covered up top executive's pattern of sexual abuse: lawsuit

Amgen

Boeing

Salesforce

Cisco Systems

Chevron

Dow Inc

Goldman Sachs

Intel

Johnson & Johnson

Coca-Cola

McDonald's

Microsoft

NIKE

Procter & Gamble

Verizon

Walgreens

Walmart

"The Dow® [adds a stock] if the company has an excellent reputation, demonstrates sustained growth, and is of interest to a large number of investors. Sector representation.is also a consideration.” – Dow Jones & Co. The highest-yield 10 stocks are December's Dogs of the Dow: JNJ, AMGN, KO, CSCO, CVX, IBM, DOW, MMM, VZ, and WBA. They only averaged a 4.49% annual yield, as prices. Thirty Dow stocks represent nine of eleven sectors. Dow Jones tracks utilities as a separate index and omits real estate. Broker top-ten target-estimated December net gains ranged 10.25%-22.59%, topped by CVX 1/2/24.

January Dogs Of The Dow: 2 Buyable, 6 Watchable

To drive subscriber growth and better hold its own against streaming competitors, Disney is turning to consumers' affinity for other parts of its portfolio to drive Disney+ adoption. The media giant shared in a post to its Disney Parks Blog that starting Wednesday (Jan.

Disney Uses Parks Popularity to Push Back Against Streaming Losses

BURBANK, Calif.--(BUSINESS WIRE)--The Walt Disney Company (NYSE: DIS) will discuss fiscal first quarter 2024 financial results via a live audio webcast beginning at 4:30 p.m. ET / 1:30 p.m. PT on Wednesday, February 7, 2024. Results will be released after the close of regular trading on February 7, 2024. To listen to the webcast, please visit www.disney.com/investors. The webcast presentation will be archived.

The Walt Disney Company Executives to Discuss Fiscal First Quarter 2024 Financial Results via Webcast

The battle for control of the leadership of Walt Disney Co. (DIS) has heated up.

Disney Receives Support from Two Investment Firms in Fight with Peltz

Disney stock has lost to the market in each of the last three years. It's time for that streak to end.

3 Predictions for Disney Stock in 2024

Walt Disney Co (NYSE: DIS) is in focus this morning after ValueAct Capital said it will back the entertainment conglomerate in its proxy fight with Trian Fund Management.

Nelson Peltz responds to ValueAct, Blackwells backing Disney

The unusual twist in battle for Disney's board underscores high stakes in company's attempted turnaround under CEO Bob Iger

Disney wins backing from hedge fund pair in boardroom battle

Disney (DIS) caps off a disappointing 2023 by losing the top spot at the global box office to Comcast-owned Universal Pictures.

Disney (DIS) Cedes the 2023 Global Box Office to Universal

Activist investment firm ValueAct Capital Management agreed to back Walt Disney's board nominees at its upcoming shareholder meeting as the entertainment giant looks to fight off a proxy battle from Nelson Peltz.

Disney strikes truce with activist investor ValueAct during proxy battle with Nelson Peltz

The Walt Disney Company (NYSE:DIS) shareholder and Mason Morfit-led firm ValueAct Capital Management has thrown its support behind CEO Bob Iger In the ongoing activist investor battle at the media conglomerate. The move aims to counter challenges from activist investor Nelson Peltz, former Disney CFO James Rasulo, and ousted Marvel mogul Ike Perlmutter.

Disney faces activist battle as ValueAct backs CEO Iger

How big a deal is artificial intelligence in the defense industry? The largest defense contractors have been boosting their investments in military AI, and we can expect to hear a lot about it when earnings reports are released next month.

Boeing (BA) Rival Looking at AI Defense Firm; Disney (DIS) Fights Back

The Walt Disney Co. DIS, +0.47% said Wednesday that Blackwells Capital LLC has informed the company that it plans to nominate three individuals for election to the board at the 2024 annual shareholder meeting. Disney said it has an “experienced, diverse, and highly qualified” board as it works on its transformation, but said it would evaluate the proposed nominees and offer a recommendation to the board as part of its governance process.

Disney says Blackwells Capital to nominate three people to board at 2024 annual meeting

BURBANK, Calif.--(BUSINESS WIRE)--The Walt Disney Company (NYSE: DIS) confirmed today that Blackwells Capital LLC, together with its affiliates (collectively, “Blackwells”), has provided notice of its intent to nominate three individuals for election to the Company's Board of Directors at the 2024 Annual Meeting of Shareholders. Disney has an experienced, diverse, and highly qualified Board that is focused on the long-term performance of the company, strategic growth initiatives including the o.

Statement From The Walt Disney Company

NetEase

Starbucks

Tootsie Roll Industries

While I typically focus on value investing, there is a swing trading strategy I like that uses a combination of GuruFocus' All-in-One Screener and Interactive Charts. This strategy involves a technical analysis tool called Bollinger Bands (or BB for short).

Swinging With Bollinger Bands

Walt Disney has signed a confidentiality agreement allowing it to share company information with shareholder ValueAct Capital Management and consult with the firm on strategic matters.

Activist ValueAct Backs Disney Board Slate With Information-Sharing Deal

Disney teams up with ValueAct as CEO Bob Iger battles with Nelson Peltz, who last month nominated himself and another member of his firm to the board.

Disney Cuts Information-Sharing Deal With Activist Investor. It's Not Nelson Peltz.

Activist hedge fund Blackwells Capital will nominate three directors at Walt Disney Co , rivaling Trian Fund Management which is seeking two seats on the entertainment giant's board, people familiar with the matter said.

Blackwells to nominate board directors at Disney, rivaling Trian -sources

The Walt Disney Company DIS, +0.47% and activist investor ValueAct Capital Management L.P. said Wednesday they have entered an information-sharing agreement while the entertainment giant undergoes a transformation.

Disney enters information-sharing agreement with ValueAct Capital as it continues proxy fight with Trian

BURBANK, Calif. & SAN FRANCISCO--(BUSINESS WIRE)--The Walt Disney Company (NYSE: DIS) and ValueAct Capital Management, L.P. have entered into a confidentiality agreement that enables the company to provide information to the investment firm and consult with ValueAct on strategic matters, including through meetings with the Disney Board and management. ValueAct has extensive experience investing in media and technology companies navigating significant business transformations, including Spotify,.

The Walt Disney Company and ValueAct Capital Enter Into Information-sharing Arrangement to Facilitate Strategic Consultation During Company's Transformation

Walt Disney (DIS) closed at $90.71 in the latest trading session, marking a +0.47% move from the prior day.

Walt Disney (DIS) Ascends While Market Falls: Some Facts to Note

The Walt Disney Company (NYSE:DIS) has lost copyright protection of the earliest version of one of its most iconic characters: Mickey Mouse himself. After his debut in the short film “Steamboat Willie” 95 years ago in 1928, Mickey and also Minnie Mouse entered the public domain in the United States on January 1.

Disney loses copyright protection of earliest Mickey and Minnie Mouse in U.S.

Disney's (DIS) copyright of Steamboat Willie, the first short film by Walt Disney featuring Mickey Mouse that premiered in 1928, comes to an end.

News for Disney Stock (DIS)