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 Q2 2022

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Earnings data Q2 2023

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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

Disney had just renewed Bob Chapek's contract in June, and Bob Iger had said publicly he wouldn't return.

Disney board's decision to replace Bob Chapek with Bob Iger makes everyone look bad

Bob Chapek was abruptly ousted over the weekend and replaced by Bob Iger, who led Disney for 15 years. But Chapek won't be leaving empty-handed.

Ousted Disney CEO Bob Chapek will reportedly walk away with at least $23 million

Disney kicked out its latest Bob and replaced him with the first one. The company's stock jumped Monday morning.

Disney Ousts CEO Bob Chapek and Brings Back Bob Iger

The shares of Walt Disney Co (NYSE:DIS) are surging today, up 8.1% at $99.17 at last glance, after news that Bob Iger is returning as chief executive officer.

Disney Stock Surges on Return of Bob Iger as CEO

Investors cheer the return of longtime leader's steady hand to tackle issues and identify a successor.

Disney Shares Rally as Former CEO Robert Iger Returns

The Disney CEO's ouster came amid an uproar from loyal Disney fans that the theme parks had become too costly.

Disney Theme Parks: Price Hikes And Ride Failures Angered Customers Ahead Of Bob Chapek's Departure

Investors reacted like happy children to news Bob Iger is returning as CEO of Walt Disney (NYSE: DIS ). DIS stock rose nearly 10% in pre-market trade.

CEO Switcharoo Sends Disney (DIS) Stock Higher

Disney shares busted out of the starting gate, rising 8% in early trading on a wave of optimistic sentiment about Bob Iger's return engagement as CEO. The stock pushed near the $100 mark after rising in pre-market trading.

Disney Shares Surge As Investors See Bob Iger Wielding Magic Wand In Return To CEO Role

Disney's board reached out Bob Iger on Friday over concerns about the company's soft earnings report this month.

Disney board reached out to Iger on Friday following concerns over earnings

Shares of Walt Disney Co. DIS, +8.86% shot up 8.5% in morning trading Monday, to make it them the biggest gainers in both the Dow Jones Industrial Average DJIA, +0.02% and S&P 500 SPX, -0.33% , as Wall Street cheered the return of Bob Iger as chief executive officer. The stock's $8.16 price gain is adding about 52 points to the price of the Dow, which is down 12 points, or less than 0.1%.

Disney's stock soars to add more than 50 points to the Dow's price, leads S&P 500 gainers

Amazon

Both companies have suffered steep declines in their stock prices in 2022, potentially offering investors a bargain.

Better Buy: Disney vs. Amazon

But one firm says “there's no easy fix for Disney's challenges, and Iger will likely have just as hard a time as Chapek in navigating the changing media landscape.”

Disney Shares Jump 9% On Return Of Bob Iger's ‘Magic'

Markets looked poised to decline despite a sizable share-price gain at the House of Mouse.

Disney's Surprise Move Tries to Give the Dow a Lift

Disney stock leapt premarket Monday after the Dow Jones giant announced Bob Iger is returning as CEO to replace current chief Bob Chapek The post Disney Stock Jumps With Return Of Bob Iger appeared first on Investor's Business Daily.

Disney Stock Jumps With Return Of Bob Iger

Don't make a mistake of falling into a tryptophan induced sleep just yet.

A Major Shakeup At Disney Kicks Off The Holiday Week

Problems had been mounting for Bob Chapek, who stepped down Sunday. Disney+ posted a big loss in the latest quarter, and the company's theme parks have been squeezed by inflation.

Disney Surges on Iger's Return as CEO. Will Magic Follow?

Disney shares surged as much as 10% pre-market, as Wall Street celebrated the surprising return of Bob Iger as Disney's CEO. The change of leadership comes after investors' confidence in Chapek soured and DIS stock has lost more than 40% YTD.

Disney: Bob Iger Is Back - Comes Now The Push Into The Metaverse?

Bob Iger must show Wall Street a new side to his character as he returns to lead Walt Disney Co by cutting costs and restoring profits in just two years after splurging cash on acquisitions and a streaming business last time round.

Disney's Iger may have to cut costs as streaming loses money

Shares of The Walt Disney Company were up by some 10% in pre-market trading early on Monday morning.

Disney stock soars after Bob Iger replaces Bob Chapek as CEO

Disney gets its third Bob in a row as a CEO, but the new one is well known as the old one.

Bob Iger Is Back at Disney

Walt Disney Co. shares were surging more than 9% in premarket action Monday after the surprise weekend announcement that former chief executive Bob Iger was returning to lead the media giant after Bob Chapek's ouster.

Disney stock rockets upon Bob Iger's return, as ‘perhaps the best leader in media' is back

Disney shares rose on the news that Bob Iger, who previously held the CEO role for 15 years, is taking the reins again after the ouster of Bob Chapek.

Disney shares jump as Bob Iger returns to lead the company after shock dismissal of CEO

A financial advisor can help you understand the advantages and disadvantages of investment properties.

Disney's Horrible Board of Directors

Disney (NYSE: DIS) is up over 9% in pre-market trading hours. The news that Bob Iger, its previous CEO, is back triggered a sharp rally after the company missed the estimates on the last quarterly earnings.

Bob Iger is back as Disney's CEO. Is it safe to buy Disney stocks?

Bob Iger is back at The Walt Disney Company (NYSE:DIS) as CEO, replacing his own handpicked successor, Bob Chapek, after two and half years. Iger has agreed to serve as chief executive for two years, the media and entertainment company said in a shock statement last night.

News for Disney Stock (DIS)