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

Media Networks

Studio Entertainment

DTC & International

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 Q1 2021

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

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.

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

Amazon

Netflix

An Indian group representing Netflix, Amazon and Disney has told the government its new tobacco warning rules are impossible to implement for streaming giants and will impinge on content creators' freedom of expression, a letter seen by Reuters showed.

Netflix, Amazon, Disney-backed group protests India's tobacco rules

One of the biggest unions representing striking workers at Disneyland Paris has warned that the situation "could become explosive" after the theme park operator refused to renegotiate staff pay until August.

Disneyland Paris Staff Warn Of 'Explosive' Escalation In Dispute With Management

SeaWorld Entertainment

Comcast

Orange County tourist tax collections declined in April for the first time in more than a year. A couple of conventions have also pulled out of the Orlando market.

Can Disney World, Universal Orlando, and SeaWorld Survive a Slowdown?

Disney's Hotstar will offer free streaming of cricket tournaments to mobile users in India, following Reliance's JioCinema comparable approach that helped it attract millions of viewers.

Disney's Hotstar to offer free mobile cricket streaming in India to take on Reliance's JioCinema

Disney's Hotstar will offer free cricket streaming of tournaments in India on mobile devices. The move echoes one made by rival JioCinema, which was successful in attracting millions of viewers in the cricket-crazy nation.

Disney's Hotstar to offer free mobile cricket streaming to Indian customers

Disney investors have braved significant downside volatility since DIS fell from its February 2023 highs. DIS has underperformed the S&P 500 and Netflix stock, as investors worry over its ability to chart its growth through its direct-to-consumer business. However, dip buyers returned to help stem the recent slide and bolster the stock against further pessimism, making the current buy levels constructive.

Disney: Buying With Both Hands As Shares Plunge

LOS ANGELES, CA / ACCESSWIRE / June 9, 2023 / The Schall Law Firm, a national shareholder rights litigation firm, reminds investors of a class action lawsuit against The Walt Disney Company ("Disney" or "the Company") (NYSE:DIS) for violations of §§10(b) and 20(a) of the Securities Exchange Act of 1934 and Rule 10b-5 promulgated thereunder by the U.S. Securities and Exchange Commission. Investors who purchased the Company's securities between December 10, 2020 and November 8, 2022, inclusive (the "Class Period"), are encouraged to contact the firm before July 11, 2023.

SHAREHOLDER ACTION ALERT: The Schall Law Firm Encourages Investors in The Walt Disney Company with Losses of $100,000 to Contact the Firm

Walt Disney Co's Hotstar will offer free streaming of cricket tournaments in India on mobile devices, a move that follows rival JioCinema's recent success in garnering millions of viewers with a similar strategy in the cricket-crazy nation.

Disney bets on free mobile cricket streaming in India in battle with JioCinema

Apple

American Express

Bank of America

Chevron

Dollar General

Etsy

FedEx

Alphabet

Intuitive Surgical

Coca-Cola

MercadoLibre

Microsoft

Realty Income Corp

Pinterest

PayPal

Shopify

Block

Vanguard Total World Stock ETF

Walgreens

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Disney (DIS) is expanding the Star Wars universe with the launch of Star Wars: Ahsoka on Aug 23, exclusively on Disney+.

Disney (DIS) to Expand Disney+ Content With Star Wars: Ahsoka

Warner Bros Discovery Inc

The two entertainment giants are longtime rivals across a range of media platforms. Warner Bros.

Better Buy: Warner Bros. Discovery vs. Walt Disney

Anheuser-Busch InBev

Target

V.F.

In recent weeks, a growing number of companies found themselves at the receiving end of a widening wave of criticism.

Bud Light, Target, and 2 other stocks in the midst of controversy

Johnson & Johnson

PepsiCo

The stock market has been led higher by just a handful of names so far this year. Unfortunately, that means many stocks have performed poorly vs.

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The Magic Kingdom has had a roller-coaster year in the middle of a political firestorm but posted strong enough results to remain in the top 100 of the Global 2000.

The World's Largest Media Companies In 2023: Comcast And Disney Stay On Top

LOS ANGELES, CA / ACCESSWIRE / June 8, 2023 / The Schall Law Firm, a national shareholder rights litigation firm, reminds investors of a class action lawsuit against The Walt Disney Company ("Disney" or "the Company") (NYSE:DIS) for violations of 10(b) and 20(a) of the Securities Exchange Act of 1934 and Rule 10b-5 promulgated thereunder by the U.S. Securities and Exchange Commission. Investors who purchased the Company's securities between December 10, 2020 and November 8, 2022, inclusive (the "Class Period"), are encouraged to contact the firm before July 11, 2023.

DEADLINE ACTION NOTICE: The Schall Law Firm Encourages Investors in The Walt Disney Company with Losses of $100,000 to Contact the Firm

Disney's Bob Iger said his company will develop "remarkable experiences" for Apple's new Vision Pro headset. The big question is how successful Apple's launch of Vision Pro will be.

Bob Iger and Tim Cook Are Teaming Up On Tech's Next Big Venture

Estee Lauder

NVIDIA

Zscaler

Semiconductor stocks are surging as investors anticipate a cyclical recovery and growth fueled by AI. Retail and consumer staples stocks struggled through troublesome economic data and weak quarterly earnings.

4 Stocks That Moved the Market in May

NIKE

Walgreens remains a business going through significant changes. Walt Disney has lost investor sentiment, but it might not stay down for long.

Is It Time to Buy the Dow Jones' 3 Worst-Performing May Stocks?

Amgen

Cisco Systems

Dow Inc

Goldman Sachs

Intel

"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 June's Dogs of the Dow: KO, CSCO, GS, AMGN, CVX, IBM, DOW, MMM, WBA, and VZ, averaged a 4.79% annual yield. 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 June net-gains ranged 17.45%-35.7%, topped by WBA 6/5/23.

News for Disney Stock (DIS)