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

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Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

The entertainment giant announced earlier this year that it would eliminate 7,000 jobs as part of a widespread cost-cutting measure. The Walt Disney Company has begun its expected third round of job cuts, according to reports from Deadline and CNN.

Disney mass layoffs continue, with new round of job cuts expected this week: reports

Disney is starting its third round of layoffs this year, with more than 2,500 jobs set to be cut. It's the final batch of layoffs expected to collectively remove more than 7,000 roles.

Disney is beginning a 3rd round of layoffs, cutting more than 2,500 jobs: report

The House of Mouse has struggled since the onset of the pandemic.

What's Going on With Disney Stock?

EXCLUSIVE: The third wave of layoffs at Disney got under way today, sources tell Deadline. Estimated to effect around 700 employees across the board at the company, we're told. While Parks and Resorts remain mainly untouched, the pink slipping this week isn't aimed at any particular division.

Disney Begins Third Round Of Planned Layoffs

BENSALEM, Pa.--(BUSINESS WIRE)--Law Offices of Howard G. Smith reminds investors of the upcoming July 11, 2023 deadline to file a lead plaintiff motion in the case filed on behalf of investors who purchased The Walt Disney Company (“Disney” or the “Company”) (NYSE: DIS) common stock between December 10, 2020 and November 8, 2022, inclusive (the “Class Period”). Investors suffering losses on their Disney investments are encouraged to contact the Law Offices of Howard G. Smith to discuss their le.

Deadline Reminder: Law Offices of Howard G. Smith Reminds Investors of Looming Deadline in the Class Action Lawsuit Against The Walt Disney Company (DIS)

Walt Disney Co (NYSE:DIS ) 51st Annual JPMorgan Global Technology, Media and Communications Conference Call May 22, 2023 9:30 AM ET Company Participants Josh D'Amaro - Chairman, Disney Parks, Experiences & Products Conference Call Participants Philip Cusick - JPMorgan Chase & Co. Philip Cusick Welcome to the 51st Annual JPMorgan TMC Conference. I'm Phil Cusick.

Walt Disney Co (DIS) 51st Annual JPMorgan Global Technology, Media and Communications Conference Call Transcript

Walt Disney Co on Monday dismissed the idea of building miniparks in the United States, saying the media company would instead spend on its major theme parks and cruise ships.

Disney dismisses idea of building miniparks in US

Disney's (NYSE: DIS) shares saw a steep decline in recent weeks as the media and entertainment giant continues to face backlash from conservative activists over the company's alleged promotion of liberal or progressive agendas and political bias in their content, among other things.

Here's how much Disney stock is down in a month as boycott continues

Earnings from traditional TV have fallen sharply after helping to offset Disney+ losses in recent years.

Disney's ABC, ESPN Weaknesses Add Pressure to Make Streaming Profitable

Comcast

Netflix

Paramount Global

Movie stocks have performed well in 2023 despite mixed consumer spending trends. While ticket sales are up from a year ago, data show that nothing tops at-home Netflix-and-chill.

The Box Office Bounce Back: Entertainment Stocks Produce Strong Returns

SAN DIEGO , May 20, 2023 /PRNewswire/ -- Robbins Geller Rudman & Dowd LLP announced that it has filed a class action lawsuit seeking to represent purchasers of The Walt Disney Company (NYSE: DIS) common stock between December 10, 2020 and November 8, 2022, both dates inclusive (the "Class Period"). Captioned Local 272 Labor-Management Pension Fund v.

DIS INVESTOR NOTICE: Robbins Geller Rudman & Dowd LLP Files Class Action Lawsuit Against The Walt Disney Company and Announces Opportunity for Investors with Substantial Losses to Lead Class Action Lawsuit

The Political Tussle That Could Redefine an Entertainment Giant.

Will Disney's Big Risk Pay Off?

Warner Bros Discovery Inc

The following research was contributed to by Christine Short, VP of Research at Wall Street Horizon. Ditching the dual monitors to take in a big-screen flick is not a bad way to unwind after a long day and busy earnings season.

Box Office Bounce-Back: Entertainment Stocks Produce Strong Returns

Media companies made their pitches to advertisers in the past week, going all-in on ad-supported streaming.

Desperate for streaming profits, media giants look to a soft ad market for help

The stock market has not taken too kindly to The Walt Disney Co.'s ( DIS , Financial) second-quarter earnings reveal. The 2% dip in paid Disney+ subscriptions is under the microscope, and investors have felt deflated following the development.

Disney: The Silver Linings Amid Streaming Subscription Dip

Walt Disney Co. is about to face “perhaps its biggest decision yet” as it charts a future for ESPN, and the path forward initially may be a rocky one, according to an analyst.

Disney is about to face its ‘biggest decision yet' over ESPN's future

Hold The Walt Disney Company stock from here on at your possible peril as CEO Robert Iger and the company continue to Band-Aid its own warts. Valuation can creep much farther south unless they wake up. Using political warfare as a rationalization for the cancellation of the Florida campus is a red herring: it was a terrible idea from day one.

Disney: Latest Moves Show Management Still Evading Really Tough Decisions Ahead

SAN DIEGO--(BUSINESS WIRE)---- $DIS #DIS--The Walt Disney Company (DIS) Misled Investors Regarding the Success of the Disney+ Platform.

The Walt Disney Company (DIS) Class Action Alert: Robbins LLP Reminds Investors of Lead Plaintiff Deadline in Class Action Against The Walt Disney Company

Disney is actively preparing to launch a standalone ESPN streaming service, according to a new report from the Wall Street Journal. The report indicates that ESPN is planning to sell its channel directly to cable cord-cutters as a subscription-streaming service in the coming years.

Disney is reportedly preparing a standalone ESPN streaming service

"It looks like an actual maximum security prison from the exterior. What a waste of money for everyone," a Disney fan said on a Reddit board about the hotel closure.

‘Backfired tremendously': Disney fans react to closure of ‘overpriced' Star Wars Hotel

Disney may consider divesting its Hulu streaming platform after acquiring the rest of the company, potentially unlocking significant value for shareholders. Hulu currently has 48.2 million paying subscribers and generates around $11.02 billion in revenue per year.

The Walt Disney Company: Assessing A Sale Of Hulu

Star Wars: Galactic Starcruiser will permanently close at the end of September, ending its 19-month run as Disney World's most expensive lodging experience. Despite recent 30% discounts for the two-night stays, the price points were too high for a business model that couldn't afford to be much cheaper.

Disney World Kills Its $4,089 Experiment

The Walt Disney Company (NYSE:DIS) is cancelling plans to build an almost US$1bln corporate campus in central Florida, according to an email sent to employees on Thursday. The media conglomerate had hoped to use the site to house up to 2,000 employees, including "Imagineers" who design the theme park rides for Disney.

Disney scraps plan for US$1bln campus

Premarket action on Friday had the three major U.S. indexes trading mixed. The Dow Jones industrials were up 0.07% and the S&P 500 up 0.08%, but the Nasdaq was 0.04% lower.

Friday Premarket Newsmakers: Disney Just Says No to Florida; AI Investing Made Simple

According to The Wall Street Journal, ESPN, a division of Walt Disney Co. (NYSE: DIS), will start a streaming service.

News for Disney Stock (DIS)