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 weekend's "Barrons" cover story argues that Disney is an opportunistic buy at current levels. Disney stock is trading for 17x next year's projected earnings.

Is Disney Stock Ready to Bounce Back?

Several yardsticks can measure the success or failure of Walt Disney Co. (NYSE: DIS) with respect to earnings.

Disney Loses More Ground

16TH annual event features turtles named after characters in Disney's  frighteningly fun adventure movie, "Haunted Mansion," now playing in theaters. VERO BEACH, Fla.

TOUR DE TURTLES CELEBRATES SEA TURTLES, SUPERNATURAL AND SCIENCE AT DISNEY'S VERO BEACH RESORT

Apple

NVIDIA

XPeng

Many investors brush off or ignore options trading because options are complex and misunderstood.

As Disney Leads the Week in Unusual Options Flow, NVDA, AAPL, XPEV Follow

Comcast

EPR Properties

Mattel

"Barbie" is minting tickets and dollars at the box office. Disney's latest "Ant-Man" disappointed.

You Can't Control Movie Blockbusters, but You Can Control What You Do About Them

Disney parks are printing money, and the company has the third-largest streaming service in the world. Why can't it get any love from the market?

Why Is the Market Bearish On Disney Stock?

Disney has to contend with writer and actor strikes just when it needs its media businesses to perform in tip-top shape. CEO Bob Iger finds the business he returned to fix in possibly worse shape than ever.

Hollywood Is On Strike. What Does It Mean for Disney Stock?

There's a reason why I never owned Disney's stock in the past. While I've considered buying the Mickey Mouse Kingdom, Disney's high valuation has always turned me off. Until now, that is. Disney trades at only 17 times forward EPS estimates, and the stock is around a 10-year low now.

Finally, Disney Is Dirt Cheap

GLENDALE, Calif.--(BUSINESS WIRE)--Today, Disney Games, in collaboration with developer Dlala Studios, launch Disney Illusion Island globally, a local cooperative 2D platform adventure video game for up to four players, exclusively for Nintendo Switch™. Experience a brand-new adventure as players join Mickey Mouse, Minnie Mouse, Donald Duck and Goofy on a whimsical journey through the island of Monoth. Explore this beautiful yet mysterious world to recover the three magical Tomes – powerful boo.

Disney Illusion Island Now Available on Nintendo Switch™

BURBANK, Calif.--(BUSINESS WIRE)--Today marks the launch of Create 100, a global celebration of creativity marking 100 years of Disney storytelling. Some of the world's most renowned visionaries and next generation talent across fashion, music, art and more have donated artworks, items and experiences inspired by their personal connection to stories and characters across Disney, Pixar, Marvel, Star Wars and 20th Century, to benefit Make-A-Wish®. To begin, Disney is commemorating the launch with.

Disney Launches Global Create 100 Campaign to Celebrate Creativity and Support Make-A-Wish With $1 Million Donation

Walt Disney's India streaming service plans to start enforcing a policy of allowing its premium users to login from only four devices, an effort aimed at limiting password sharing in a key market, two sources with direct knowledge said.

Disney's Hotstar India streaming service plans to limit account sharing

The role Disney plays in our culture cannot be overestimated - but that is exactly what happened to the company's stock at some point, leading to its long-term fiasco. I discuss why the strong market rally of H1 FY2023 didn't help DIS recover, and when this long-term decline should be over. Read on. Despite the dramatic sell-off, DIS share is fairly valued today, based on my comps and DCF valuation.

Disney Stock: The Mouse Needs A Catalyst

The Walt Disney Company CEO Bob Iger is back for a second term, promising stability and profitability, but the company's stock has fallen 10% since his return. Disney's market capitalization has dropped from $350 billion to around $150 billion today. Iger has suggested selling "non-core" assets such as ABC and FX networks, which could add to Disney's $10 billion cash pile and create a tailwind for future profits.

Disney: The Case For Loading Up Here

ERLANGER, Kentucky--(BUSINESS WIRE)--Bicycle Playing Cards, the bestselling and most widely used playing card brand for over 135 years, is elated to commemorate Disney's 100th anniversary with five new playing card collections. Leading the lineup is Bicycle's new Disney Mickey Mouse Inspired Black and Gold playing card deck, available now on Bicyclecards.com and at retail stores: CVS, Walgreens, Walmart, Amazon and many more. "Our Cartamundi brands are founded on the belief that play enriches t.

Bicycle Playing Cards Debuts Disney Collection

An analyst downgraded shares of Disney on Tuesday, slashing his price target to $76. This is the second year in a row that Disney stock dropped after extending the term of its current CEO.

Disney Stock Is Having a Bad Week, Again

After a 50% drop in share pricing since early 2021, a brighter investment future may be close at hand for forward-thinking investors. Rehired CEO Bob Iger is looking into asset sales/partnerships to reduce Disney's $45 billion debt load, including selling ESPN ownership interests to major sports leagues. Estimated valuation stats 12-18 months into the future are slowly moving into undervalued territory vs. Disney's historical trading.

Disney: The Mouse King Is Preparing For A Comeback (Rating Upgrade)

SANTA MONICA, Calif. — ESPN Chairman Jimmy Pitaro said the network could take on a sports league as a minority partner as the network continues its transition from a cable channel to a digital company.

ESPN considers adding sports leagues as partners as it transitions from cable to streaming

Walt Disney Co. has been candid about the challenges it faces in linear television, but one analyst is worried that a “negative tipping point” looms in this part of the business.

Disney is teetering toward a ‘negative tipping point,' newly bearish analyst cautions

Campbell Soup

Nasdaq

If you're looking for stocks to rebound, the relatively strong performance of the S&P 500 in 2023 is up nearly 19% year-to-date, so you won't be able to find as many options as you once could. A quick screen of the index's stocks shows 25 at a new high and just two at a new low.

Looking for a Bounce Back? These 3 Stocks Near 52-Week Lows May Deliver Soon.

Cinemark Holdings

IMAX

Warner Bros Discovery Inc

"Barbie" and "Oppenheimer" combined for $235.5 million in domestic ticket sales, pushing total receipts for all films over $300 million for the first time since late April of 2019. Year-to-date ticket sales are 20% below where they were in 2019, but momentum is bullish.

Can Movie Theater Stocks Keep the Barbenheimer Rally Going?

Disney has revealed that its cruise line was still stuck in the troubled waters of the pandemic last year as it made a $325.8 million net loss - the second-worst result in its 26-year history.

Washout As Disney Cruise Line Reveals $325 Million Loss

Disney is expected to see strong earnings growth due to its Disney+ streaming service, which has grown a large subscriber base. The company could finally make significant progress deleveraging its balance sheet. A strong earnings outlook could fuel 18% annual returns moving forward.

Walt Disney: The Mouse Is Ready To Rise Again

Walt Disney Co (NYSE: DIS) jumped late on Friday following a report that ESPN is seeking sports leagues as strategic partners. Here's what we know so far The entertainment conglomerate had recently revealed interest in looking for a strategic partnership for ESPN (read more).

ESPN is seeking sports leagues as strategic partners: report

Shares of Walt Disney Co. DIS, +1.32% rose Friday on a report that company chief executive Robert Iger and ESPN chief Jimmy Pitaro have had early discussions with the NFL and NBA about those leagues becoming minority investors in ESPN. The cable sports leader held preliminary talks with the NFL and NBA about new strategic partnerships and investment structures, said a CNBC report, citing people familiar with the situation.

Disney's stock lifted on report ESPN held talks about possible partnerships with NFL, NBA

ESPN has held early talks with the NBA and NFL as potential strategic partners, sources said.

News for Disney Stock (DIS)