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

Baidu

Fastly

Green Thumb Industries Inc.

Upstart Holdings

Though all three U.S. stock indexes fell into a bear market in 2022, the Nasdaq Composite was hit hardest. Every double-digit decline throughout history in the major stock indexes has proved to be a rock-solid buying opportunity for long-term investors.

Nasdaq Bear Market: 5 Colossal Growth Stocks You'll Regret Not Buying on the Dip

Apple

Apple and Disney have leading market shares in two crucial industries: consumer tech and entertainment. Apple has proven its worth as a compelling investment by offering consistent long-term gains.

Better Buy: Apple Stock vs. Disney Stock

Disney's three streaming services each has a clear target audience, an analyst said. DIS stock rose to lead the Dow's advance.

DIS Stock Chases Netflix Higher As Analyst Sees This Edge For Disney+ Vs. Its Brand-New Rival Max

American Express

Boeing

General Electric

McDonald's

Walmart

Exxon Mobil

Most readers will be aware of the virtues blue-chip stocks possess: They're large, well-established companies with a financially sound business that lends great credibility to their equity in general. These companies are household names with track records of steady growth and operational profitability in some cases over decades.

7 Blue-Chip Stocks That Are Crushing the Market in 2023

The entertainment giant saw its shares plummet over 40% last year. However, returning CEO Bob Iger has plans to get the business back on track.

Stock Market Sell-Off: Is Disney a Buy?

While its earnings have fallen since the pandemic, the company is undergoing a transformation to boost profitability. That profit resurgence could drive a rally in its stock price.

Why a Big Rally Could Be Coming for Disney Stock

Disney has revealed that the cost of making its upcoming superhero team-up movie The Marvels hit $130 million after just two months of filming.

Disney's Bill For The Marvels Came To $130 Million Two Years Ago

Disney's streaming segment is losing lots of money, and per-user revenue figures aren't that great. Bob Iger still believes Disney+ will reach profitability by fiscal 2024, but it won't be an easy task.

Want to Buy Disney Stock? Look at These 2 Critical Indicators Before You Do

Subscriber churn is a major focus of streaming players after the land grab of the last couple of years. Disney is better able to hold on to subscribers than competitors, giving it an advantage.

Streaming Services Are Losing Customers, but Disney and Hulu Are the Exception

Danaher

With their extensive reach, here are three conglomerates' investors may want to consider as they are top-rated Zack stocks at the moment.

Time to Buy Stock in These Conglomerates?

The average of price targets set by Wall Street analysts indicates a potential upside of 28.2% in Disney (DIS). While the effectiveness of this highly sought-after metric is questionable, the positive trend in earnings estimate revisions might translate into an upside in the stock.

Does Disney (DIS) Have the Potential to Rally 28.23% as Wall Street Analysts Expect?

Despite a commitment to shave $3 billion a year in filmed and televised content, Disney+ has new programming coming this month. Disney World will resume the selling of annual passes to new buyers on April 20.

3 More Dates for Disney Stock Investors to Circle in April

Netflix

Warner Bros Discovery Inc

Warner Bros., Disney and even Netflix are trying to make their content spending go further.

The Video Streaming Numbers Game Is Shifting

Disney World's future hangs in the balance as the iconic theme park becomes the center of a high-stakes political battle between Florida's governor, Disney, and local government.

A Modern Fairy Tale Starring King Charles III

Moderna

Plus Brad Stone, head of Bloomberg's global tech coverage, shares insights about Amazon and what to watch in the growing AI industry.

Inflation Data, Disney Layoffs, Moderna's Prospects, and More Market News

Sports are seen, by some, as a panacea for streaming's costly content problem. While fantasy and sci-fi have plainly been popular drivers for audience growth so far in the so-called streaming war, nothing beats sports for fanaticism and brand loyalty - as a quick glance at the Premier League proves.

Can sports broadcasting save streamers Netflix, Disney - part 2

The trip highlights the key role tech and media industries play in the U.S.'s increasingly complex relationship with China.

Lawmakers meet with Apple, Disney CEOs as part of talks on competition with China

In late 2021, Disney World rolled out Genie+ at $15 per guest for a day of access to expedited queue reservations. It cost a record $35 a day this week.

Disney World Doesn't Have a Demand Problem

Warner's apparent eagerness to do business with JK Rowling in order to bring Harry Potter's Wizarding World to the small-screen for HBO, despite an inevitable backlash, underlines an obvious and unmissable point - streamers are starving for quality content and ‘fan favourite' intellectual property. It is, at the same time, the reasoning underlying the newly announced US$21bn merger of ‘sports entertainment' and mixed martial arts behemoths WWE and UFC, and, at least partially, what's driving the apparently massive premium in Manchester United's supposed £6bn valuation.

Disney, Warner, Netflix and an unquenchable thirst for content - part one

Effective immediately, Walt Disney Studios President of Marketing and 18-year studio vet, Asad Ayaz, has been named the first-ever Chief Brand Officer of The Walt Disney Company. CEO Robert Iger just announced the news.

Walt Disney Company Names Marketing President Asad Ayaz First-Ever Chief Brand Officer

Disney named Asad Ayaz as its first-ever chief brand officer, as CEO Bob Iger works to refocus the company on its core entertainment properties.

Disney names first brand chief as Iger refocuses on core properties

BURBANK, Calif.--(BUSINESS WIRE)--Asad Ayaz has been named the first-ever Chief Brand Officer of The Walt Disney Company (NYSE: DIS), effective immediately, it was announced today by Robert A. Iger, Chief Executive Officer. In this newly created role reporting to Iger, Ayaz will be responsible for stewarding and elevating the Disney brand globally across the entire ecosystem of company touchpoints and consumer experiences.

Asad Ayaz Named The Walt Disney Company's First-Ever Chief Brand Officer

Disney World will resume annual pass sales for all four of its year-round offerings on April 20. The passes being offered are being described as limited, just as they were two years ago when they didn't last long after hitting the market.

Disney World Brings Back All of Its Annual Passes

Disney has appointed Hulu president Joe Earley as its new head of direct-to-consumer, which could pave the way for a full acquisition of the streaming platform.

Disney Has a New Streaming Head. Why It Could Mean It Is Keeping Hulu.

AbbVie

Abbott Labs

Archer-Daniels-Midland Company

Aflac

Ameriprise Financial

Amazon

Bank of America

Becton, Dickinson and Co.

Blackrock Inc

Bristol-Myers

Citigroup

In 2015, I started publishing updates regarding my dividend growth portfolio, and I keep doing so every quarter. This is part of being transparent with my readers, so they can see what I hold and its correlation with my writing.

News for Disney Stock (DIS)