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

Comcast

FuboTV

Netflix

Paramount Global

Warner Bros Discovery Inc

Media giants Paramount, Comcast, Warner Bros. Discovery, and Disney are struggling to grow their audiences profitably.

Are Streaming Video Stocks Making Promises They Can't Keep?

Disney is the DJIA's worst performer today with shares down over 8% after reporting fiscal second quarter earnings that were mixed and a bit messy as the company and industry reset.

Disney Shares Fall On Mixed Quarter Amid Hulu & Succession Overhang; Wall Street Analysts Say Stock Undervalued

The share slump weighs on the S&P 500 and Dow Jones Industrial Average.

Disney Stock Tumbles as Streaming Losses Spook Investors

I'm seeing some much-needed improvements.

Disney Earnings: Is the Stock a Buy After the Dip?

Last year, investors didn't like the rising losses caused by its spending on content. Now, they don't like how efforts to control that cost are hurting subscribership.

Disney Streaming Plans Call for More Hulu, Less Cricket. Why That Could Work.

Revenue from Disney parks, experiences, and products of $7.8 billion for the quarter beat analysts' estimates, even streaming subscriptions disappointed.

Disney's Earnings Show Kids Want to Meet Woody, Not Stream Toy Story

Disney+ and Hulu are planning to join their content together into a single app after both services reported a drop in subscribers. The two digital streaming services, which are both owned by the The Walt Disney Company (NYSE:DIS), saw the number of paid subscribers fail to grow in the three months to 1 April.

Disney+ and Hulu join forces in battle for streaming crown

Shares of The Walt Disney Company ( DIS , Financial) plunged nearly 5% on Wednesday's after-hours session of trade following the release of a mixed bag of results. Undoubtedly, the woes for the House of Mouse continue, with the struggling media company and popular hedge fund holding reporting some underwhelming subscriber growth over at its streaming service Disney+.

Disney Stock Plunges Again; Is There Value Here?

Put traders are targeting Walt Disney Co   (NYSE:DIS) stock after earnings, with 129,000 bearish bets traded already today, which amounts to 10 times the intraday average amount.

Put Traders Blast Walt Disney Stock After Earnings

The company, which posted profit and revenue for the period that were in line with Wall Street estimates, reported a loss of 4 million Disney+ subscribers.

Disney shares sink after the company reports streaming subscriber losses

Consumers love streaming content, but even the biggest of media companies are still struggling to make that trend work financially.

Disney stock slides as road to the ‘promised land' of streaming profits looks bumpy

Shares of Disney have now underperformed major stock indexes since Iger's November return.

Disney Stock Set For Worst Day Since CEO Bob Iger's Comeback

Disney and ESPN are intent on making ESPN a stand-alone streaming service. But the economics have to make sense before it ditches the big cable bundle.

3 Things That Should Happen Before ESPN Goes All In on Streaming

MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis.

A Royally Good Time To Buy The Walt Disney Company

Disney's Q2 2023 report reveals a mixed bag for its direct-to-consumer segment, with revenue growth but subscriber challenges. Price increases for Disney+ led to a slight drop in domestic subscribers, while international growth largely continued.

When You Wish Upon a Stream: Disney's Tale of Mixed Results

CEO Bob Iger announced on Wednesday's earnings call that Disney will increase the monthly rate for its original Disney+ tier later this year. This follows a 38% hike just five months ago.

Is Disney+ About to Make a Huge Mistake?

Though streaming losses narrowed, the company continues to struggle in its media transition. Meanwhile, the parks division continues to deliver strong profits.

Is Disney Stock an Absolute Bargain Right Now? This Valuation Method Says Yes

Robinhood

Premarket action on Thursday had the three major U.S. indexes trading mixed. The Dow Jones industrials were down 0.16%, while the S&P 500 was up 0.05% and the Nasdaq 0.10% higher.

Thursday Premarket: Disney's Disaster, Robinhood Now Open 24 Hours a Day

Walt Disney Co.'s stock DIS is by far the Dow Jones Industrial Average's DJIA biggest premarket decliner on Thursday, and the only one that is down more than 1%, but it's accounting for less than half of the Dow futures' YM00 decline. Disney's stock dropped 5.8% in premarket trading after the media and entertainment giant's disappointing first-quarter report.

Walt Disney's stock is by far the Dow's biggest premarket loser, but accounts for less than half of the Dow futures' decline

Forget about Disney amusement park problems in Florida. Walt Disney Co. (NYSE: DIS) has become a prime example of how treacherous the streaming media business is now.

Disney's Problems Deepen

Unity Software

Unity Software Inc.‘s stock U jumped more than 10% in premarket trading Thursday, following a strong forecast for the videogame-software company. Rival Applovin Corp. APP also saw its stock increase after its earnings report.

Disney falls, Unity gains and other stocks on the move

Disney chief Bob Iger signaled his company may reconsider its planned investments in Florida as its ongoing feud with the state's Governor Ron DeSantis and his officials continues to escalate.

‘Does The State Want Us To Invest More?': Disney CEO Takes On Florida Gov.

Subscribers to Disney Plus fell for the second straight quarter, the company said on Wednesday, though it stemmed financial losses as it competes with Netflix for viewers.

Disney Plus sheds subscribers for second straight quarter

Disney, the global entertainment conglomerate operating a variety of streaming platforms, suffered a 2% contraction in its total subscriber base for the quarter ending March this year. The decline is largely attributed to one specific streaming service: Hotstar.

Disney's Hotstar loses 8.4 million subscribers as Ambani's JioCinema ascends

Disney+ declines deepen in first three months of the year, marking its second straight quarter of decline. Subscriptions in India are way down following loss of key cricket package.

News for Disney Stock (DIS)