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

This growth stock has yet to recover from the devastations caused by the pandemic.

1 Undervalued Growth Stock Down 55% to Buy Hand Over Fist for 2024

Li Auto Inc.

Tesla

XPeng

After a strong finish to 2023, U.S. equities markets were slowish to start in 2024.

EV Deliveries from BYD, Li Auto (LI), Nio (NIO), Xpeng (XPEV); Disney's (DIS) Steamboat Willie Goes Public

Ford Motor Company

Veeva Systems

Ford Motor Company has been struggling, but it's doing a lot of things right, too. Walt Disney's stock has been in a slump, but it appears poised to turn itself around.

3 Stocks to Buy While They Are On Sale

Disney stock's 4% climb in 2023 sorely lagged the market. A new Marvel series hits Disney+ next week.

3 Dates for Disney Stock Investors to Circle in January

LOS ANGELES--(BUSINESS WIRE)--Steamboat Willie has entered the public domain after 95 years under copyright and has been given a revamp by ROKiT Studios and Windy Tales Animation. The production of Steamboat Willie took place between July and September 1928, despite some doubt among the animators that a sound cartoon would appear believable enough, and opened at New York's Colony Theater on November 18th 1928 - a date that would become known as 'Mickey's Birthday' - to rapturous applause and en.

Revamped Iconic Disney Film Steamboat Willie Now Available on ROKiT Flix

Amazon

Johnson & Johnson

Microsoft

NVIDIA

Palantir Technologies

If you believe in long-term investing like me, you will look for stocks that have a strong performance history and an ability to thrive in uncertain situations. Many of us want to leave a legacy for our grandkids and investing in stocks for them is a good way to get started.

Legacy Investments: 7 Stocks to Make Your Grandkids Millionaires

An early version of Mickey Mouse, one of the most iconic characters in popular culture, will no longer have copyright protection from 2024.

Disney to lose copyright of early version of Mickey Mouse

Star Wars' No.1 ranking suggests that Disney's revitalization of the brand is working.

How Disney made Star Wars the top film franchise of 2023 without a theatrical release

Long before Marvel was under the Disney umbrella, it was a conglomerate that wasn't terribly interested in making movies.

Marvel Cinematic Universe: Origins and Future

Despite a low valuation rating, Disney could be a compelling investment due to its other positive factors relative to peers. Disney's stock price has declined significantly but could be undervalued considering its revenues and margins. The return of CEO Bob Iger and internal restructuring have contributed to Disney's financial wins and potential for future growth.

Disney: This Could Be A Buying Opportunity

Brookfield Infrastructure Partners L.P.

Cadre Holding

Frontier Communications Corporation

General Dynamics

Jack Henry & Associates

Mercury Systems

Ferrari

Boston Beer Company

Toast

Triton International

Visa

Vestis Corp

Taking stock of our winners, losers and also-rans, including Ferrari, Frontier Communications, and Walt Disney.

How 15 of Our Stock Picks Fared in 2023

Abbott Labs

Donaldson

Danaher

Goldman Sachs

PepsiCo

Valmont Industries

This year's list is a bit more defensive than in years past and has a focus on earnings growth.

Investor Michael Farr is back with his top 10 stocks he's buying for 2024, and the tilt is defensive

MINNEAPOLIS--(BUSINESS WIRE)--Disney Advertising is proud to announce Great Clips, Inc. the world's largest salon brand, as the new Official Hair Salon Sponsor of the College Football Playoff (CFP). This collaboration will see Great Clips take center stage with unique marketing rights and on-site activations, providing fans with an unforgettable experience during CFP National Championship weekend. “There's no better way to celebrate with fans during CFP National Championship weekend than with D.

Disney Advertising Scores Great Clips® as Official Hair Salon Sponsor of College Football Playoff

Disney is facing hard times across multiple parts of its business. After suspending its dividend during the pandemic, the entertainment giant just reinstated the annual payout.

I Hate to Say It, but Disney Shouldn't Reinstate Its Dividend

Walt Disney (DIS) reachead $90.38 at the closing of the latest trading day, reflecting a -0.63% change compared to its last close.

Walt Disney (DIS) Stock Drops Despite Market Gains: Important Facts to Note

The House of Mouse is reinstating its dividend after a four-year hiatus. Once upon a time, Disney paid an average-yielding but growing dividend.

The New Year Is Here and Disney Has an Exciting Present for Shareholders

Anheuser-Busch InBev

Beyond Meat

Lucid Group

Tupperware

As 2023 is drawing near its conclusion, it is time to look back at the stock market and observe which of its participants made it to the list of shares belonging to the heavily popular companies that are trending on social media platforms, or meme stocks, this year.

These stocks made the meme list this year

Disney (DIS) and Reliance enter into a non-binding agreement to merge their media operations in India.

Disney (DIS) & Reliance Sign Non-Binding Deal for Indian Media

Charter Communications

Paramount Global

Warner Bros Discovery Inc

Media companies could end up embracing more bundles as they seek to reverse streaming losses.

2024 is shaping up to be the year of the streaming bundle

Out of eight major theatrical releases from Disney this year, seven of them significantly underperformed with audiences not just in the U.S. but overseas as well.

News for Disney Stock (DIS)