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

Adjoining commercial and residential developments were banking on the relocation of 2,000 Walt Disney employees to Florida.

Disney's Orlando Campus Cancellation a Blow to Neighboring Projects

Anheuser-Busch InBev

Target

American Express

Cardinal Health

Campbell Soup

AT&T

When looking at a number of overvalued blue-chip stocks, “Sell in May and Go away” fits. Typically, blue-chip stocks are generally among the safest stocks to own.

7 Overvalued Blue-Chip Stocks to Sell Before June 2023

adidas AG

With increased anger at major publicly traded enterprises going “woke,” blue-chip stocks facing backlash represent a real phenomenon. For example, big-box retailer Target (NYSE: TGT ) added to its woes when it succumbed to controversy over its Pride merchandising plans.

3 Blue-Chip Stocks to Buy as They Face Backlash and Boycotts

LOS ANGELES — “The Little Mermaid” made moviegoers want to be under the sea on Memorial Day weekend.

Disney's ‘The Little Mermaid' makes box-office splash with $95.5 million opening

The DIS stock has underperformed the wide market thus far, completing a massively volatile seven years while returning to its 2016 lows. While Bob Iger's recent execution appears promising, the elevated interest rate environment remains a headwind to its profitability.

Disney: A Volatile Rollercoaster Trip In 7 Years

Netflix

Prices are going up and advertising will be everywhere.

Why Streaming TV Is About to Get a Lot More Expensive

The cuts come as rivals are also focusing on profitability.

Here's Why Less Spending on Content Is Great News for Disney Stock Investors

The Walt Disney Company is putting a greater focus on profitability.

1 Green Flag for Disney Stock Investors in 2023 (and Beyond)

Comcast

Despite Disney's smaller size, its theme park-related segment drove most of the company's growth. Comcast remains primarily a service provider.

Better Buy: Walt Disney vs. Comcast Stock

Walt Disney Co. reportedly is “actively preparing” to make ESPN a standalone streaming service, a future that's sparked mixed reactions on Wall Street.

Why Disney's ‘inevitable' move to standalone ESPN streaming service would bring ‘little risk, ample reward'

New video platforms could seize 15% of the $820 billion TV ad market by 2028, analysts say

The streaming service's parent companies are in the final phase of a yearslong battle marked by legal threats, broken promises and secret arbitration.

Inside Disney and Comcast's Fight Over the Future of Hulu

Peloton

The pandemic affected these two growth stocks differently.

Best Growth Stock to Buy: Disney vs. Peloton

Walt Disney reported improved financial results last quarter, but not all areas of its businesses are doing well. Operating profits from its media and entertainment segment fell by 42% year over year.

Disney's Streaming Business Is Improving, but Now This Is Weighing on Its Bottom Line

That decision could boost profitability if Disney retains subscribers.

Disney CEO Bob Iger Tells Investors to Expect Higher Prices and Less Content

It's been a rough couple of years for Disney and its stock price. A mix of political headlines and lackluster earnings hit the company hard last year.

Disney Stock (DIS) Seeking Shelter From The Storm

NEW YORK , May 24, 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.

ROSEN, NATIONAL TRIAL COUNSEL, Encourages The Walt Disney Company Investors with Losses to Secure Counsel Before Important Deadline in Securities Class Action - DIS

Warner Bros Discovery Inc

Walt Disney is zeroing in on its streaming costs. Netflix sees opportunities in cloud gaming.

Why Walt Disney, Netflix, and Warner Bros. Discovery Are No-Brainer Buys Right Now

More employees are losing their positions at Disney amid the company reportedly starting its third planned round of layoffs. Deadline reported over 2,500 workers will get laid off.

Round 3 of Disney job cuts starting

Cisco Systems

Intel

Microsoft

The most famous “Hail Mary” in American football history happened in 1984. On the very last play of the Boston College football game, an undersized quarterback named Doug Flutie threw a bomb into the end zone to teammate Gerald Whelan.

Tech Stock Hail Mary

LOS ANGELES--(BUSINESS WIRE)--Glancy Prongay & Murray LLP (“GPM”) reminds investors of the upcoming July 11, 2023 deadline to file a lead plaintiff motion in the class action filed on behalf of investors who purchased or otherwise acquired The Walt Disney Company (“Disney” or the “Company”) (NYSE: DIS) common stock between December 10, 2020 and November 8, 2022, inclusive (the “Class Period”). If you suffered a loss on your Disney investments or would like to inquire about potentially pursu.

Glancy Prongay & Murray LLP Reminds Investors of Looming Deadline in the Class Action Lawsuit Against The Walt Disney Company (DIS)

More than 2,500 staffers are expected to lose their jobs, following two previous rounds of cuts in March and April.

Disney to reportedly cut more than 2,500 jobs in third wave of layoffs

Disney shares have gone from $91.80 before Iger was reintroduced as CEO to $91.82 on Monday, essentially nowhere. Iger has made it a priority to turn Disney+ profitable by the time his two-year contract is over in 2024.

3 Things Disney's Bob Iger Needs to Do Before the End of 2024

Disney is determined to make its direct-to-consumer business highly profitable. But earnings trends will worsen before they start improving.

1 Green Flag for Disney Stock in 2023

SAN DIEGO--(BUSINESS WIRE)--The suit alleges defendants issued false statements concerning Disney business and prospects, resulting in its stock trading at inflated prices.

DIS INVESTOR ALERT: Robbins Geller Rudman & Dowd LLP Announces that The Walt Disney Company Investors with Substantial Losses Have Opportunity to Lead Class Action Lawsuit

News for Disney Stock (DIS)