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

Walt Disney CEO Bob Iger told employees that he faced a "myriad of challenges" upon returning to the company but remained upbeat about its prospects.

Disney CEO Bob Iger says company is ready to start building

Advanced Micro Devices

Broadcom

Intel

PayPal

Verizon

In fast-paced stock market movements, the quest for breakout stars remains investors' ever-thrilling pursuit. Imagine a canvas where established giants spark an imminent market spectacle.

Blue-Chip Breakouts: 7 Established Stocks Ready for a Major Rally

Walt Disney Co. DIS Chief Executive Bob Iger on Tuesday downplayed his previous comments that suggested some major assets might be for sale.

Bob Iger walks back comments about asset sales

Newmont Mining

U.S. equities were higher at midday as a gauge of consumer confidence rose in November for the first time in four months. The Dow, S&P 500, and Nasdaq were all in the green after losing ground in Monday's session.

Midday Movers: Newmont Gains as Gold Prices Jump, Disney Declines as CEO Holds Meeting

A dubious brand strategy and underperforming films like Wish and The Marvels have led the once-golden studio into disarray

Fallen kingdom: why has Disney had such a terrible year?

It's been a year since Robert Iger returned as the CEO of the Walt Disney Company (NYSE: DIS ). And in that time, the lights of the Magic Kingdom dimmed considerably.

DIS Stock Outlook: Don't Hold Your Breath for the Return of Disney Magic.

A year into the run of Bob Iger 2: Return of the CEO, the Walt Disney Co. has not yet rediscovered its mojo. For most of Iger's initial 14-year stint in the corner office, Disney was the pace-setter in media and entertainment, pulling off stunning M&A deals and amassing a sizable competitive advantage.

Bob Iger And Top Disney Brass Get Set To Meet With Employees After Curtain Falls On A Challenging Fiscal Year

"Wish" faced ticket sale competition from "Hunger Games: The Ballad of Songbirds and Snakes," "Napoleon" and "Trolls Band Together."

Disney's 'Wish' disappoints during Thanksgiving, extending an animation box office rut

“Wish” follows Disney's “Indiana Jones and the Dial of Destiny” and “The Marvels” as another critical and financial disappointment this year.

‘Wish' Had One Of Disney's Worst Openings Ever For An Animated Movie—Here's Why

Here's Why ‘Wish' Is Disney's Latest Critically Panned Box Office Flop This Year

Disney's (DIS) latest original animated film, Wish, fails to impress the audience at the box office.

Disney's (DIS) Latest Animated Film Flops at the Box Office

Walt Disney Co. (NYSE: DIS) remains under siege from investors who want to take some control of the company.

Disney's Latest Box Office Is Another Dud

Li Auto Inc.

T-Mobile US

When the VIX falls below 15%, it's time to cut the games and get serious. Opportunities become scarce without volatility, so you must employ extra scrutiny to pick the right stocks to invest in.

These stocks already burst but still have a long way to go

Amazon

Comcast

Warner Bros Discovery Inc

NFL's first Black Friday game, between the New York Jets and Miami Dolphins, is streaming exclusively on Amazon Prime.

NFL's Black Friday game is the latest warning sign for traditional TV

Over the last month, Walt Disney Co. (NYSE: DIS ) stock is up 14%. Bulls say the good times have just begun.

Why a Bet on Disney Stock Is a Bet on Bob Iger

Disney's Q4 2023 financial performance shows revenue growth, highlighting resilience in the entertainment industry. Disney+ significantly contributes to the company's success, adding millions of subscribers in Q4 2023 and targeting profitability by Q4 2024. Technical analysis suggests a potential bottom for Disney's stock, indicating an upward trend and potential buying opportunities for long-term investors.

Disney: The Upward Swing From Key Technical Support

Airbnb

Delta Air Lines

Expedia

Hilton Worldwide Holdings

MGM Resorts

Royal Caribbean Cruises

The search for the best travel stocks is heating up. With September showing an impressive $104 billion in travel spending and a steady 3.5% growth year-to-date (YTD), the sector shows potential for growth even in challenging economic conditions.

7 Best Travel Stocks to Buy Ahead of Travel Tuesday

Microsoft

It seems like 2023 has literally flown past, and we are finally moving closer to my favorite time of the year, December! With inflation cooling and the economy improving, there is a lot to look forward to.

3 Must-Buy Stocks for a Merry December

Palantir Technologies

Spotify

The earnings season started in full swing and hasn't disappointed. But it's almost coming to an end and this means it's time to look forward to another impressive quarter.

Earnings Winners: 3 Stocks Gaining Momentum After Smashing Q3 Results

Disney's (NYSE: DIS ) cost-cutting and a strong rebound in its International Parks business made its third-quarter results look decent. However, over the longer term, the profits of the company's TV networks will probably sink sharply, and the firm still has not devised viable ways to offset those likely declines.

Why Disney Stock Is Still a Sell Despite the Upbeat Headlines

BOSTON--(BUSINESS WIRE)--Black Friday deals researchers at Saver Trends are reviewing any early Black Friday offers on Tonies & Toniebox audio systems.

Tonies & Toniebox Black Friday (2023): Round-up of Early Disney, Marvel, Cocomelon & More Offers Published by Saver Trends

Disney crossed a key threshold in fiscal 2023, taking in more revenue from streaming than from linear TV. The media giant is continuing to trim spending on film and TV content, including sports, with total spending declining to $27.2 billion from $29.9 billion in fiscal 2022.

Disney's Fiscal 2023 Results: Content Spending Eases, Streaming Proceeds Eclipse Affiliate Revenue As ESPN Penetration Falls To 71M Households

SAN FRANCISCO , Nov. 21, 2023 /PRNewswire/ -- Schubert Jonckheer & Kolbe LLP is investigating potential derivative claims on behalf of shareholders of The Walt Disney Company (NYSE: DIS) relating to possible false and misleading statements and breaches of fiduciary duty related to subscriber growth on the company's streaming platform, Disney+.  On November 6, 2023, plaintiffs filed a consolidated securities class action complaint in the U.S. District Court for the Central District of California alleging a nine-part scheme by Disney and certain of its current and former officers and directors to mislead the company's shareholders concerning projected rates of subscriber growth on Disney+.

SHAREHOLDER ALERT: Disney (DIS) Officers and Directors Under Investigation for Possible False Statements and Breaches of Fiduciary Duty

"Wish," which arrives in theaters Wednesday, has two goals: Pull Disney out of its animation rut and kickstart the Thanksgiving weekend.

Disney used to own the Thanksgiving box office. 'Wish' is trying to win it back

Walt Disney said on Tuesday the new collective bargaining agreements with the Directors Guild of America, WGA and SAG-AFTRA will lead to increased costs to create content.

News for Disney Stock (DIS)