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

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 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

Earnings data Q1 2025

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.

Disney reports robust Q4 results, focuses on streaming and Experiences growth

Disney's Q4 earnings call highlights strong performance across key segments, creative content offerings, and strategic investments. While facing challenges in certain areas, the company is focused on leveraging opportunities in streaming, DTC margins, and international expansion. Overall, Disney remains optimistic about its growth trajectory and future prospects.

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

Netflix

Roku

The focus has turned away from subscriber growth and toward profits, and that's a much bigger challenge.

3 Clues That Premium Streaming Has Finally Peaked

Colgate-Palmolive

Coinbase

CVS Health

Procter & Gamble

Starbucks

Silvergate Capital Corp

With the Nasdaq nearly in a bull market (believe it or not), many companies reporting solid earnings, and the stock market coming off a scorching hot January, I'm very optimistic about stocks. But just as “there's always a bull market somewhere,” as CNBC's Jim Cramer loves to say, there are always overvalued stocks to sell.

7 Overvalued Stocks That Will Get Clobbered This Year

Digital Realty Trust

Genuine Parts

Like a good relationship, a great investment can actually get better over time.

3 Stocks I'd Give My Long-Term Valentine

Union members voted down a contract proposal covering tens of thousands of Walt Disney World service workers.

Disney World unions say no to latest contract offer

There has been a noticeable drop-off in the quality of Netflix originals on the platform.

Netflix Password Sharing: Why I like Disney Stock More for 2023

Uber

The results will shed light on the evolving state of the economy as companies face a streak of layoffs, consumers slow their spending, and the Fed works to quell inflation.

Uber, Disney Set to Report During Lackluster Earnings Season

The Florida Legislature will have a special session next week in which lawmakers are expected to see bills on the Reedy Creek Improvement District and other topics.

Disney a focus of Florida special legislative session next week

Apple

Amgen

Boeing

Salesforce

Cisco Systems

Chevron

Dow Inc

Intel

JPMorgan Chase & Co

Coca-Cola

Microsoft

UnitedHealth Group

Verizon

Walgreens

"The Dow® [adds a stock] if the company has an excellent reputation, demonstrates sustained growth, and is of interest to a large number of investors. Sector representation.is also a consideration.” – Dow Jones & Co. The highest-yield 10 are February's Dogs of the Dow: KO, CSCO, AMGN, CVX, DOW, IBM, INTC, MMM, WBA, and VZ, averaging a 4.41% annual yield.

Buy 3 February Dogs Of The Dow, Watch 2 More

AbbVie

Amazon

Johnson & Johnson

Eli Lilly

NVIDIA

Pfizer

Tesla

The stock market finished January on a positive note. This is a good sign for investors, who incurred huge losses last year.

5 Best and Worst Performing Mega-Cap Stocks in January 2023

Disney (DIS) shares have climbed 27% to start 2023 with the company scheduled to release its first-quarter fiscal 2023 earnings report on Wednesday, February 8.

Analyzing Disney Stock with Q1 Earnings Looming

Disney has made a huge change at the top, which is probably a good call, but there's one big problem that won't be easily solved.

There's a Lot to Like About Disney, But There's No Easy Fix for This Problem

The start of a new year is the perfect time to refresh your portfolio.

Want to Get Richer? Where to Invest $10,000 in 2023

The House of Mouse is getting ready for the next bull market.

A Bull Market Coming? If So, Disney Is a Must-Buy Stock

Mr. Peltz's open letter calls for the removal of a director and criticizes the pay given to executives like CEO Bob Iger, who has realized $1.1 billion in total compensation since 2007.

Activist Investor Nelson Peltz Steps Up Pressure on Disney Board

Walt Disney Co.'s activist investor has found a target, but the Magic Kingdom is striking back.

Activist investor targets Disney board member in open letter to shareholders

BURBANK, Calif.--( BUSINESS WIRE )--The Walt Disney Company Board of Directors (NYSE:DIS) today responded to materials issued by the Trian Group. The Disney Board of Directors is focused on delivering long-term sustainable value and continually works to ensure it is comprised of the right mix of experience, skills and perspectives to guide Disney, particularly as it navigates this dynamic period.

The Walt Disney Company Underscores Board Strength and Focus on Value Creation, Sends Letter to Shareholders

With Nelson Peltz angling for a seat on Disney's board, the company today blasted the activisit investor, his firm, and his son, Matthew Peltz, whom Trian is proposing as a possible alternate candidate. “The Disney Board of Directors does not endorse Nelson Peltz (or his son Matthew, who is running as an alternate Mr.

Disney Says Nelson Peltz On Board Would “Threaten Strategic Management” At Crucial Time As Proxy Battle Boils

Trian Fund Management asked Disney investors to elect Nelson Peltz to the board to replace Michael Froman, who has been a Disney director since 2018.

Trian Wants Nelson Peltz on Disney's Board and One Director Gone

Activist investor Nelson Peltz's hedge fund Trian Fund Management wrote to Walt Disney Co shareholders on Thursday on replacing the company's board director Michael Froman.

Disney, Nelson Peltz fight escalates in board battle

Nelson Peltz's proxy fight with Disney went to a new level, as his firm, Trian, pushed for the removal of board member Michael Froman.

Trian presses Disney to replace board member Michael Froman with Nelson Peltz

NEW YORK--( BUSINESS WIRE )--Trian Fund Management, L.P. (“Trian”), whose investment funds collectively own approximately 9.4 million common shares of The Walt Disney Company (NYSE: DIS) (“Disney” or the “Company”) valued at approximately $1 billioni, sent a letter and proxy statement to its fellow Disney shareholders highlighting that:

News for Disney Stock (DIS)