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

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

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Earnings data Q4 2023

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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

How Musk's Tirade Against X Advertisers Affects Disney, Meta and Other Companies

Disney (NYSE: DIS ), once considered a reliable investment, faced numerous challenges in recent years, causing setbacks for hopeful investors. Despite a 4% increase this year after positive earnings, the stock remains down 53% from its peak.

Disney Outlook: Is DIS Stock a Buy, Hold or Sell?

Redfin

Adding to your winners is a proven strategy for success in the stock market. After a year of cost-cutting and restructuring, Disney is ready to return to growth.

Adding $5,000 to These 2 Top Stocks Could Make You Richer in 2024 (and Beyond)

This article provides an updated and upgraded view of The Walt Disney Company. I last wrote on Disney stock about 3 months ago, amid the Hollywood writer's strike. Now, with the strike over and a new 3-year agreement in place, many of the uncertainties I saw at that time have been removed.

Disney Stock: Outlook In The Post-Strike Era

General Motors

Disney reinstated its dividend this week. GM raised its payout to shareholders.

What Do Disney And GM Have In Common? Lousy Stock Reactions To Dividends.

Amidst the ongoing advertising boycott on X (formerly Twitter), a growing cohort of influential figures is emerging to voice their support for the platform and its owner, Elon Musk.

‘Wolf of Wall Street' J. Belfort ditches Disney+ as boycott spreads

Wendy's

Blackwells' challenge pits it against Nelson Peltz's Trian Fund Management, which owns a 16% stake in Wendy's.

Activist investor who backs Disney's Bob Iger plans challenge to Wendy's board: sources

Disney reinstated its dividend after a three-year suspension as shares remain depressed.

Walt Disney's Dividend Is Back. Will DIS Stock Follow?

Disney is a great long-term buy for patient investors who slowly build a position on pullbacks. The company has seen its IP feature-length multiplex business contract in recent years, most likely because of simple maturation of that model. As far as quality of content goes, Disney knows how to play that game - what it could learn instead is how to design more shareholder-friendly budgets for film.

Disney's Intellectual Properties Need Better Economics

Shares of the Walt Disney Co (NYSE: DIS) are slightly in the red on Friday even though the mass media giant reinstated the dividend it had suspended some three years ago.

Axios editor shares view on Disney reinstating dividend after three years

Disney declared a semi-annual dividend on Thursday, its first payout in four years. Disney's revenue is a lot higher than it was the last time it was returning money to shareholders, but its stock price and earnings per share are still considerably lower.

You're Missing the Point About Disney Bringing Back Its Dividend

In his shocking appearance at the New York Times DealBook Summit, Elon Musk, the enigmatic CEO of Tesla (NASDAQ: TSLA) and owner of X (formerly Twitter), lashed out at advertisers who left his social media platform due to his recent antisemitic post.

‘Cancel Disney+' search interest soars 120% after Elon Musk interview

Roblox

While the market is up sharply this year, some laggards have been left out -- perhaps unfairly. Online gaming service Roblox may still be in the early stages of a massive long-term growth story.

2 Stocks Down 53% and 71% to Buy Right Now

Having scrapped the cash payout amid Covid-19, Disney announces Thursday a dividend of 30 cents a share.

Disney Brings Back Dividend Pushed for by Activist Peltz

While revenue missed estimates, rising by 5% year-over-year to $21.24 billion, adjusted earnings came in better than expected at $0.82 per share.

Disney Stock Has 2x Upside If It Rises To Pre-Inflation Shock Highs Of $202 Per Share

Walt Disney Co restored the dividend as it defended itself after an activist fund revived its attempt to appoint its founder to the company's board.  The Los Angeles, California-based multi-media business was responding to a statement released by Nelson Peltz, founding partner of Trian Partners, relating to Disney and its board.

Disney restores payout as Nelson Peltz makes fresh push to join board

Disney and Trian Fund Management put out warring statements Thursday as a challenge by activist investor Nelson Peltz is slated to pick back up.

Disney responds to activist Nelson Peltz after denial of board seats for Trian

BURBANK, Calif.--(BUSINESS WIRE)--The Walt Disney Company (NYSE: DIS) Board of Directors today announced a cash dividend of $0.30 per share in respect of the second half of fiscal year 2023, payable January 10, 2024 to shareholders of record at the close of business on December 11, 2023. “This has been a year of important progress for The Walt Disney Company, defined by a strategic restructuring and a renewed focus on long-term growth,” said Mark Parker, Chairman of the Board. “As Disney moves.

The Walt Disney Company Declares Cash Dividend of $0.30 Per Share

Coinbase

Snap

When an investor's interest in a company starts to soar due to positive news, an acquisition, an earnings beat, and a number of other events, it usually causes a drastic increase in the underlying stock price. A situation many investors find themselves in is wanting to buy into a company that is on a great rally.

Tick Tock! Time to Dump These 3 Overpriced Stocks

Disney shares, which have traded near nine-year lows in recent months, were was flat Thursday at around $92. The company has a market capitalization of $169 billion.

Activist investor Nelson Peltz vows to continue proxy war against Disney after being denied board seats

Disney CEO Bob Iger acknowledged his company's movies have been too focused on messaging rather than strong storytelling.

Disney CEO Bob Iger admits company's movies have been too focused on messaging

Activist investor Nelson Peltz and his firm, Trian Fund Management, are seeking seats on Walt Disney Co.'s DIS, -0.04% board. Trian Fund Management said Thursday it “intends to take our case for change directly to shareholders.

Activist investor Nelson Peltz seeks seats on Disney board

Nelson Peltz' Trian Fund Management, which owns about $3 billion of stock in Disney, said today it plans to take its case for change at the media giant directly to shareholders after the company rejected its request for a board seat.

Nelson Peltz Will Take “Case For Change Directly To Shareholders” After Disney Refused Him Board Seat

NEW YORK & PALM BEACH, Fla.--(BUSINESS WIRE)--Trian Fund Management, L.P. (together with its affiliates, “Trian” or “we”) beneficially owns approximately $3 billion of stock in The Walt Disney Company (NYSE: DIS) (“Disney” or the “Company”). This morning, following conversations with Disney's CEO, Disney extended an offer to Trian to meet with the Board but informed Trian that the Board is turning down Trian's recent request for Board representation, including Nelson Peltz. Trian said the follo.

Trian Issues Statement Regarding The Walt Disney Company Board

Walt Disney Corporation may have found a turnaround strategy under new management. The new CEO has improved profitability metrics in just a few quarters. Streaming segment metrics are just getting better as both subscribers and ARPU are growing. With higher margins and streaming profitability expected in 2025, Disney shares could see significant growth in the next two years.

News for Disney Stock (DIS)