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

Media and entertainment giant The Walt Disney Company NYSE: DIS has seen a continued decline in its Disney+ subscribers and live-action box office debuts. Disney+ lost four million subscribers in fiscal Q2 2023 as memberships fell to 158 million after losing 2.4 million subscribers in fiscal Q1 2023.

Here's Why Disney's MCU is Sinking in Quicksand

LOS ANGELES, CA / ACCESSWIRE / June 5, 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 DEADLINE: The Schall Law Firm Encourages Investors in The Walt Disney Company with Losses of $500,000 to Contact the Firm

Disney no longer has the excuse of a pandemic-induced slowdown. Investors are doubting the sustained profitability of Disney+.

This 1 Chart Sums Up What's Wrong With Disney Stock

The cuts, which took place May 23, are part of Walt Disney Chief Executive Bob Iger's previously announced plan to eliminate 7,000 jobs and slash $5.5 billion in costs.

Walt Disney's Pixar targets ‘Lightyear' execs among 75 job cuts

Walt Disney's Pixar Animation Studios has eliminated 75 positions, including that of the director of and producer of the box office disappointment “Lightyear,” in the first significant job cuts at the studio in a decade, sources say.

Walt Disney's Pixar Animation eliminates 75 positions

LOS ANGELES, CA / ACCESSWIRE / June 3, 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 $1,000,000 to Contact the Firm

A report on Saturday that the Chinese city of Wuhan was in talks with Walt Disney Co over a potential project was fake, Chinese official media said, citing the company.

Report of Wuhan-Disney talks was fake, Chinese official media says

Company said it removed certain produced content from its DTC segment on May 26.

Disney Sees Potential $1.9 Billion Charge From Removing Streaming Content

Disney made it official with an SEC filing after the markets closed Friday, saying it would take $1.5 billion in writedowns associated with removing streaming programming from its platforms. The number came in on the low end of a range provided by the company last month when it released its quarterly earnings.

Disney Officially Discloses $1.5B In Writedowns For Yanked Streaming Content, As It Signaled It Would On Its May Earnings Call

Walt Disney Co said on Friday that it has removed certain produced content from its direct-to-consumer (DTC) services and will record a related $1.5 billion impairment charge in its fiscal third-quarter financial statements.

Disney removes some produced content from its direct-to-consumer services

Streaming losses are improving as management prioritizes cost-cutting. The new, ad-supported tier of Disney+ is proving successful.

3 Strong Reasons to Buy Disney Stock Before a Big Rally

Amazon

Netflix

Streaming giants Netflix, Amazon and Disney on Friday privately discussed a possible legal challenge and other ways to stall India's new tobacco warning rules, amid fears they will need to edit millions of hours of existing web content, sources said.

Netflix, Disney, Amazon to challenge India's tobacco rules for streaming-sources

A federal judge on Thursday disqualified himself from hearing Walt Disney Co's DIS.N civil suit against Florida Governor Ron DeSantis and other state officials, citing a small financial interest in the company by a relative.

Federal judge disqualifies himself from hearing Disney lawsuit

Disney's live-action remake of The Little Mermaid generated $185.8 million globally in its opening weekend, despite claims that the company is suffering from consumer backlash due to its stance on social issues. Disney's box office market share remains above its historical average, indicating that consumers are still flocking to the content it produces. The company's recent struggles are likely due to the lingering effects of the COVID-19 pandemic at the box office, rather than a lack of popularity.

Disney's The Little Mermaid Proves The Company Is Just As Popular As Ever

Bob Iger's plan to reduce Direct-to-Consumer losses appears to be working but there is a long way to go yet. Disney's Parks, Experiences and Products segment continues to perform strongly. Near-term weakness in advertising revenues and the potential for a recession to reduce Parks customer visitation and spend are obvious concerns.

Disney: Near-Term Downside Risks, Potential Long-Term Rewards

NEW YORK , May 31, 2023 /PRNewswire/ --  WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of common stock of The Walt Disney Company (NYSE: DIS) between December 10, 2020 and November 8, 2022, both dates inclusive (the "Class Period"), of the important July 11, 2023 lead plaintiff deadline. SO WHAT: If you purchased Disney common stock during the Class Period you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement.

DIS SHAREHOLDER ALERT: GLOBALLY RECOGNIZED ROSEN LAW FIRM Encourages The Walt Disney Company Investors to Secure Counsel Before Important Deadline in Securities Class Action - DIS

Disney's live-action remake of "The Little Mermaid" had a solid opening weekend, but the film's longevity at the box office will depend on word of mouth.

'The Little Mermaid's' box office will say a lot about Disney's live-action remake strategy

Bank of New York Mellon

Tesla

Hedge funds continue to exert outsized influence over equity markets. The world's 20 largest hedge funds collectively hold $45 trillion of assets under management.

3 Stocks That Hedge Funds Have Ghosted Big-Time

Starring Halle Bailey and Melissa McCarthy, Mermaid is projected to be the fifth-highest Memorial Day weekend opening.

Disney's The Little Mermaid Tops Memorial Day Movies

Disney shares have fallen below $90 again, trading below where they were when Bob Iger was reintroduced as CEO six months ago. Disney's "The Little Mermaid" was the top draw at the movies this weekend.

3 Reasons Why Disney Stock Will Bounce Back in 2023

Anheuser-Busch InBev

Target

V.F.

As the summer of 2023 is fast approaching, some stock market participants have been feeling particular heat over their products, content, or marketing decisions during recent weeks, which has led to massive losses in the value of these stocks on their monthly charts.

4 stocks facing backlash right now

Walgreens

Buying stocks and purchasing homes are similar in some ways. For example, homebuyers want to buy a house at a cheap price, but they get suspicious if the price is too low.

3 ‘Bargain Stocks' You Better Avoid at All Costs

Disney's decision to scrap its $1 billion campus could affect projects nearby.  CoStar Group told The Wall Street Journal that thousands of homes were built after Disney announced its campus in 2021.

Disney scrapping a $1 billion campus in Florida could screw over adjacent developers banking on it to build their own projects: report

Disney may be the most widely written about public company over the last two weeks.

Disney's Beating Continues

Ford Motor Company

Intel

It might be time to start looking for stocks to ditch. Stock markets continue to be volatile and plenty of well-known companies are seeing their share prices fall to new lows.

News for Disney Stock (DIS)