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

No matter how much you have to invest, choosing good companies that are trading at fair prices is always important. IBM should steadily grow by helping clients modernize with hybrid cloud and AI services.

2 Value Stocks to Buy With $1,000 Right Now

Disney is expected to publish its Q2 2023 results on May 10, reporting on the first full quarter since Bob Iger's return to the helm as CEO.

What To Expect As Disney Reports Q2 Results?

Jerrell Jimerson, chief product officer for Disney Streaming, is departing the company amid ongoing layoffs. An insider confirmed his exit to Deadline. As product chief, Jimerson oversaw the look and feel of Disney+, Star+ and Hulu, steering their user experience and design.

Disney Streaming Product Chief Jerrell Jimerson Exits In Layoffs

Disney has filed a lawsuit in a bid to stop Florida governor Ron DeSantis exerting control over the company's theme parks in Orlando.

Disney sues Florida governor in battle for theme park control

Realty Income Corp

Most companies pay dividends quarterly, but a select few make dividend payments each month. The dividend yield doesn't change based on the payment frequency.

Will You Get More Money From Monthly Dividend Stocks?

Walt Disney's operations are better, and the company is in a strong enough position to make recurring payouts again. If Disney does end up paying a dividend, however, it will be a fraction of the amount it was paying before.

Will Walt Disney Stock Reinstate Its Dividend?

Disney's widespread layoffs are not going quite as deep at ESPN as in other parts of the empire, but the roster of those departing does include at least one high-ranking exec: Russell Wolff, GM of ESPN+.

ESPN Drawn Into Disney Layoffs, Though Most Talent Decisions Coming Later This Year; Streaming Chief Russell Wolff, 43-Year Publicity Vet Mike Soltys Among Dozens Exiting

Corporate parent Disney has undertaken a round of layoffs affecting thousands of employees across company divisions including ESPN.

ABC News to part ways with FiveThirtyEight founder Nate Silver amid Disney layoffs

The layoffs will primarily affect management positions.

2023 Media Layoffs: ESPN Executives, Management Cut Amid Disney Layoffs

Booking Hlds

Hilton Worldwide Holdings

Southwest Airlines

Live Nation

Royal Caribbean Cruises

Uber

As the Covid-19 crisis initially capsized global societies, many daring investors targeted travel stocks to buy for the long haul. Their thinking centered on the eventual comeback effect.

7 Travel Stocks to Buy Right Now

Amazon, Alphabet, Meta, Salesforce and Disney have all slashed staff this year, citing cloudy economic forecasts.

2023 Layoff Tracker: 3M Lays Off 6,000 While Disney Cuts 4,000

Walt Disney Co. (NYSE: DIS) has started another round of layoffs.

Disney Stock Craters

Home Depot

Disney and Home Depot have strong reputations. Disney has promised certain steps to improve the business and return cash to shareholders.

Better Buy: Disney vs. Home Depot Stock

Anheuser-Busch InBev

NIKE

Exxon Mobil

Mondelez

Ammo

Wendy's

With partisan pundits across the ideological spectrum throwing pejoratives such as “woke” or “fascist,” it's time to have a substantive discussion on controversial brands. As investors, we shouldn't let memes and labels define how we conduct business.

7 Controversial Brands That Are Actually Great Stock Buys

ESPN began informing employees of layoffs Monday, which are job cuts that are taking place throughout its corporate owner, the Walt Disney Co.

ESPN announces layoffs as part of Disney's cost cuts

Russell Wolff, a veteran executive who oversaw the ESPN+ streaming service, is among those leaving the company as it pursues its previously unveiled plan to trim 7,000 jobs.

Top ESPN+ Executive Cut in Latest Round of Disney Layoffs

Disney has announced the second phase of its planned layoffs. This is all part of a previously announced reorganization.

Disney Begins Second Round of Layoffs With More on the Way. Should Investors Be Worried?

Walt Disney Co (NYSE:DIS) is in the news today after announcing a second round of job cuts will eliminate "several thousand" jobs from today until Thursday.

Disney Stock Could Struggle Very Soon

Company aims to eliminate 7,000 positions and save $5.5bn in costs across business segments, including ESPN and Disney Parks

Disney cuts thousands of jobs in second wave of layoffs

Walt Disney Co. has the opportunity to “meaningfully improve” streaming profits, and that's one reason Wells Fargo's Steven Cahall sees its stock as attractive.

Disney's stock is the ‘best opportunity in media' with nearly 50% upside: Wells Fargo

Multiple business areas will be affected. CEO Robert Iger is trying to make Disney more profitable.

Disney Starts Second Round of Job Cuts. ESPN and Parks Are Hit.

2023 Layoff Tracker: Disney's Layoffs Top 4,000

Disney is initiating the second and largest round of its planned layoffs Monday and expects to reach 4,000 of its projected 7,000 staff cuts by Thursday.

Disney Begins Largest Wave Of Layoffs, Will Get More Than Halfway To Target Of 7,000 Staff Cuts This Week

Disney plans to reduce its workforce by 7,000 jobs as part of a larger reorganization that will see the company cut $5.5 billion in costs.

Disney begins second, larger round of layoffs, bringing total to 4,000 jobs cut

Amazon

Amazon keeps doing what it's best at, which is launching new businesses. Disney's unmatched content library provides it with tons of growth opportunities.

News for Disney Stock (DIS)