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

Apple

Amazon

Amazon's e-commerce and cloud businesses have vast potential alongside easing inflation. Meanwhile, Disney's streaming segment is inching toward profitability.

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Disney announced the closing of the two-night "Star Wars: Galactic Starcruiser" hotel and experience on Thursday but did not provide a reason.

Disney to close Star Wars hotel that opened in Florida last year

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Each month and each quarter doesn't necessarily bring a comparable level of excitement. The best thing to do with your portfolio is often not to do anything. That's what I did last month, and this is what I will do for most of 2023.

Sometimes, Investing Isn't Exciting - April Dividend Income Report

NEW YORK--(BUSINESS WIRE)-- #A--Bragar Eagel & Squire, P.C., a nationally recognized stockholder rights law firm, announces that a class action lawsuit has been filed against The Walt Disney Company (“Disney” or the “Company”) (NYSE: DIS) in the United States District Court for the Central District of California on behalf of all persons and entities who purchased or otherwise acquired Disney common stock between December 10, 2020 and November 8, 2022, both dates inclusive (the “Class Period”). I.

DISNEY ALERT: Bragar Eagel & Squire, P.C. Announces that a Class Action Lawsuit Has Been Filed Against The Walt Disney Company and Encourages Investors to Contact the Firm

The moves come as the entertainment company is cutting costs, reversing moves by its previous CEO and fighting with Florida.

Disney Scraps Plan for $900 Million Florida Campus, Closes 'Star Wars' Hotel

Disney stock keeps falling after coronavirus closures took a toll. Here's what fundamental and technical analysis says about buying Disney now.

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Netflix

Warner Bros Discovery Inc

Streaming stocks have not had a very good run lately. For a while, many of these stocks were screaming higher as the companies continued to add tens of millions of new subs.

3 High-Reward Stocks Riding the Streaming Services Boom

"Does the state want us to invest more, employ more people and pay more taxes, or not?" Josh D'Amaro, Walt Disney Parks and Resorts chairperson, wrote in the internal email.

Disney says it has canceled plans to relocate 2,000 jobs to Florida: report

The company's move comes in the wake of GOP Gov. Ron DeSantis' war on the entertainment conglomerate over its objections to his anti-LGBTQ agenda.

Disney Cancels $1 Billion Florida Expansion

Walt Disney Co., locked in an escalating political feud with Republican Florida Gov. Ron DeSantis, has scrapped plans on a nearly $900 million investment in a new corporate campus in Florida that would have relocated more than 2,000 employees.

Disney scraps plans on nearly $900 million investment at new corporate campus in Florida

Walt Disney Co is scrapping plans to relocate 2,000 jobs to Florida in part because of "changing business conditions" in the state, according to an e-mail to employees seen by Reuters on Thursday.

Disney cancels plans to relocate 2,000 jobs to Florida -company email

Disney and Florida Gov. Ron DeSantis are entangled in a bitter feud centered in part around the company's special district and development plans.

Disney scraps plans for new Florida campus, cancels mass employee relocation

ESPN plans to maintain its cable channel even with its streaming service, according to anonymous sources.

Disney Stocks Surge Amid Reports ESPN Plans To Launch Streaming Service

NEW YORK--(BUSINESS WIRE)---- $DIS #classaction--Attorney Advertising--Bronstein, Gewirtz & Grossman, LLC notifies investors that a class action lawsuit has been filed against The Walt Disney Company (“Disney” or the “Company”) (NYSE: DIS) and certain of its officers, on behalf of all persons and entities that purchased, or otherwise acquired Disney common stock between December 10, 2020 and November 8, 2022, both dates inclusive (the “Class Period”). Such investors are encouraged to join this case by visiting t.

Investor Alert: Bronstein, Gewirtz & Grossman, LLC Notifies The Walt Disney Company (DIS) Investors With Losses Exceeding $500K of Class Action and to Actively Participate

--(BUSINESS WIRE)--Disney and Pixar: WHAT: Disney and Pixar's Elemental Experience is an exciting multi-city mall tour that invites fans into the world of “Elemental”—a stunning locale only Pixar artists could create. The tour kicks off Friday, May 19, in New York City's Brookfield Place through May 21.   WHO: VIP press and influencers are invited to join “Elemental” director Peter Sohn to check out the exciting, immersive experience ahead of the official launch.   WHEN/WHERE: Thursday, May 18.

MEDIA ALERT: Disney and Pixar's Elemental Experience Kicks Off This Week at NYC's Brookfield Place

LOS ANGELES--(BUSINESS WIRE)--Glancy Prongay & Murray LLP (“GPM”), a leading national shareholder rights law firm, announces that a class action lawsuit has been 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”). Disney investors have until July 11, 2023 to file a lead plaintiff motion. If you suffered a loss on your Disne.

Glancy Prongay & Murray LLP, a Leading Securities Fraud Law Firm, Announces the Filing of a Securities Class Action on Behalf of The Walt Disney Company (DIS) Investors

Walt Disney Co. DIS, +0.31% is “actively preparing” for a shift that would let ESPN become a standalone streaming service, The Wall Street Journal reported Thursday. The report, which cited multiple unnamed sources, said that Disney has yet to decide when it would make this change.

Disney is ‘actively preparing' for eventual launch of ESPN standalone streaming service: report

Streaming isn't a strength yet, but the parks business is doing incredibly well.

Where Disney Is Still the Best Game in Town

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Disney+ is on a path to profitability. A sale of ESPN could be a game changer.

A Bull Market Is Coming: 3 Reasons to Buy Disney Stock Right Now

Walt Disney will bundle Hulu with Disney+ later this year, but questions remain about Hulu's eventual ownership. The House of Mouse plans to invest $17 billion in Florida -- but it has ongoing issues with state officials.

Walt Disney Stock: Buy, Sell, or Hold?

Disney is growing sales in all of its segments. Parks have rebounded, but streaming is still posting losses.

Investors Are Mixed on Disney Stock. What Does Wall Street Think?

Daniel Loeb's New York-based hedge fund Third Point LLC this week reported its latest trades and movements for the March quarter.

Dan Loeb's Third Point Cuts Disney and More to Bolster Tech Exposure in Q1

A recent lawsuit against Walt Disney claims they shifted marketing and distribution costs to another division to lower streaming costs. Disney denies this.

Disney Class Action Suit Accuses Execs Of Giving Analysts Inaccurate Guidance

Walt Disney CFO Christine McCarthy nudged investors to discard a few narratives that emerged from the latest earnings: that Disney parks growth may be unsustainable and that the company is shedding subscribers and slashing streaming content. “We like to think of ourselves as a company of winners.

News for Disney Stock (DIS)