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

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Earnings data Q1 2022

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

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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.

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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

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Cash from investing

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Novavax

Teladoc

These stocks suffered in 2022. And they have reason to rebound.

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It was a stunning move to bring back former CEO Bob Iger after the company missed fourth-quarter estimates. Here is what investors need to know moving forward.

Former Disney CEO Bob Iger Is Back Again And Shareholders Are Loving It

"He's killing the soul of the company," Bob Iger reportedly said of Bob Chapek, before returning to Disney as CEO.

Disney CEO Bob Iger reportedly thinks park prices are too steep

Bob Chapek is officially out from the Land of Mouse, with some expecting Bob Iger to acquire WBD. Unlikely, in our opinion. D2C streaming remains a major cash burn, significantly worsened by intense competition, elevated debt loads, and peak recessionary fears.

Disney: The Unprofitable Streaming Wars Continue, With Netflix Reigning Supreme

The company could bolster its market position, but will consumers revolt?

Disney Is Considering One of the Riskiest Moves in Its 99-Year History

1st problem: Disney+ burns more and more money. 2nd problem: Disney parks are too expensive.

Disney: The 2 Biggest Problems Bob Iger Will Have To Solve

Bob Iger should test internal candidates to succeed him based on how well they answer four questions — the most important is 'Can Disney's streaming service grow profitably?'

52% Below Peak, How Bob Iger Can Boost Walt Disney Stock

The FT reports that Bob Iger never left Disney entirely when he retired.

Disney's Iger Got Outrageous Special Payments

Foot Locker

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Walt Disney Co (NYSE: DIS) renamed Bob Iger as its Chief Executive last week. He now has two years to conjure a turnaround and find a suitable successor.

This award-winning editor says Bob Iger could sell Disney to Apple Inc

After a long and illustrious career, Bob Iger stepped down as Walt Disney Co.'s ( DIS , Financial) CEO two years ago, but, in an unexpected turn of events, has agreed to resume the role once more after Bob Chapek's sudden departure.

Disney's Bob Iger Is Back With a Bang

Netflix

Roku

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Newly returned Disney CEO Bob Iger notified employees on Monday of his plans to "restructure thingsc," in a memo obtained by Fox Business.

Disney CEO Bob Iger warns of 'restructuring' in memo to employees

Disney CEO Bob Iger to speak with Disney employees at town hall on Monday, a week after he was rehired.

Disney CEO Bob Iger to hold town hall with employees on Monday

This is a case of a hand-picked successor failing to fill his predecessor's shoes.

Succession Planning Is No Fairy Tale For Bob Iger And Disney

Disney stock jumped around 9% after Monday's announcement of Bob Iger coming back as CEO of Disney, replacing his predecessor, Bob Chapek. We expect Iger's return to boost the company's revenue growth as Disney+ expands and Disney's entertainment parks pick up post-pandemic.

Disney: Switching Bobs For The Better, Buy

Bentex recalled on Wednesday about 87,000 children's clothing sets in nine different Walt Disney Co. DIS, +1.23% characters and themes for a lead poisoning hazard, according to the U.S. Consumer Product Safety Commission. The clothing sets, made in Egypt and imported by The Bentex Group, of New York, contain levels of lead that exceed either the federal lead paint ban for the federal lead content ban.

Bentex children's clothes with Disney characters recalled for lead poisoning hazard

The company is raising prices and trying to slash costs.

Can a New CEO Save Disney Stock?

Finding a qualified financial advisor doesn't have to be hard. SmartAsset's free tool matches you with up to 3 fiduciary financial advisors in your area in 5 minutes.

Iger Helped Ruin Disney

Here's why investors are so optimistic about this leadership change.

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Wall Street liked the leadership change, but that doesn't guarantee shareholder returns.

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Disney shares are heading for almost a 40% drop this year.

Does This Startling Move Make Disney a Buy?

The Walt Disney Company has decided to bring Bob Iger, the company's prior CEO, back into the fold. This move brings back perhaps the most successful CEO the company has ever had and is a rallying cry for those seeking change in the business.

The Walt Disney Company: The Magic Of Bob Iger

Many leaders who returned to their former companies have fallen short of expectations.

Robert Iger Is Back at Disney. See How Other 'Boomerang' CEOs Have Fared

A group of YouTube TV subscribers has filed an antitrust lawsuit against Disney, claiming that the company's business deals with competitors have inflated the amount consumers pay for streaming live TV services.

News for Disney Stock (DIS)