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

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Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

Netflix

Liberty Media Chairman told CNBC he's doubtful that adding commercials to long-form streaming content would help media companies be successful in the long run.

John Malone says he's skeptical of ad-supported content as Netflix, Disney roll out ad tiers

Losses are piling up, but Disney says profits are on the horizon.

Here's Exactly When Disney+ Plans to Become Profitable

Beyond Meat

Clorox

FedEx

FuboTV

Hanesbrands

J. M. Smucker

Trade Desk

Like many investors, I'm sure you'll be more than happy to bid adieu to 2022, and to portfolio laggards. In fact, to help get you started, here are several growth stocks to sell.

7 Growth Stocks to Sell Right Now

Your ride on Space Mountain is about to cost you a few more dollars.

Disney World Raises Ticket Prices

Walt Disney World will start park-specific pricing on Dec. 8. with Magic Kingdom, the most popular, becoming the costliest. Starting then, theme park reservations will be automatically included with one-day, one-park tickets.

Walt Disney World To Introduce Park-Specific Ticket Prices

Amazon

Etsy

Intuitive Surgical

MercadoLibre

Realty Income Corp

Pinterest

Shopify

Block

Here are 10 stocks that could be excellent additions to your portfolio for the rest of 2022 and for years to come.

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Entry to the Magic Kingdom, Epcot and Hollywood Studios in Florida will cost as much as $189 a day.

Disney World Announces Another Round of Price Increases

Disney is raising ticket prices at the world's most popular theme park resort.

How Much Would You Pay for a Day at Disney World?

The Michaels Organization, a prominent developer with community housing properties in more than 35 states, set to build, own and operate more than 1,300 units on Disney's land in southwest Orange County, Florida. LAKE BUENA VISTA, Fla.

Walt Disney World Selects Developer for 80-Acre Affordable and Attainable Housing Initiative in Central Florida

PayPal

Visa

These stocks have market caps from $48 billion to $430 billion today, but have massive long-term potential.

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Disney World's most popular park, Magic Kingdom will increase in price from $109 between $124 and $189.

Disney World to hike Magic Kingdom ticket prices to as high as $189 for entry

Disney World is raising the cost for some of its one-day, one-park tickets with some prices reaching as high as $189. Some of the park's annual passes will also increase in price.

Disney World to raise prices for tickets, annual passes

Disney World Seemingly Raises Ticket Prices

Nintendo

Both of these entertainment companies are beloved by kids and families. But a few factors separate one from the other at the moment.

Better Buy: Nintendo vs. Disney Stock

The new "Black Panther" sequel brought big crowds to the movie theater over the weekend, but it probably won't be enough to turn 2022 around.

Can Disney Save the Multiplex?

Hyundai is the Exclusive U.S. Automotive Partner for Disney100 Celebration in 2023 360-degree Integrated Campaign to Include Experiential Activations, All-new Content and Advertising, Merchandising, Social Extensions and More FOUNTAIN VALLEY, Calif. , Nov. 15, 2022 /PRNewswire/ -- Hyundai Motor America celebrates Disney 100 Years of Wonder as the exclusive automotive partner for Disney100.

Hyundai Joins Disney 100 Years of Wonder Celebration as First Official Sponsor

It is time to pick the worst CEO of 2022. This year, it is not much of a contest.

Disney's Chapek Is the Worst CEO of 2022

Micron Technology

Appaloosa Management LP, run by billionaire David Tepper, dumped its holdings in Walt Disney Co. DIS, -0.77% , Netflix Inc. NFLX, +3.15% and Micron Technology Inc. MU, -1.18% , according to a Securities and Exchange Commission filing late Monday. In the filing, Appaloosa no longer listed shares of Disney or Netflix, which it reported having a 50,000-share stake in each in August, or Micron, which it listed as having 575,000 shares previously.

Tepper's Appaloosa dumps Disney, Netflix, Micron

Shares of Disney (NYSE: DIS ) have been put under pressure in recent days after a leaked internal memo showed that the entertainment has plans to put a pause on hiring and eliminate an unspecified number of jobs.

Disney Layoffs 2022: What to Know About DIS Job Cuts, Hiring Freeze

A rough report finds some calling for a change at the top, but Disney's been here before.

Does Disney Need a New CEO?

On CNBC's “The Final Call,” Carter Worth of Carter Braxton Worth Charting recommended that traders reduce some exposure if they had opened long positions and use the money to go short.

Go Short To Play The Downturn, These Experts Say

Alphabet

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Media and entertainment giant The Walt Disney Company (NYSE: DIS) stock has seen better days as shares cratered under the $90.71 double bottom on its weak

Walt Disney Stock is Set to Reset Expectations

Disney's streaming subscriptions are soaring, but so are costs.

Disney Overtakes Netflix, Again. Who Will Win the Streaming Wars?

Disney has been hit by three ill-timed waves that have driven its stock price downward. Within only three years of its launch, Disney's premier streaming platform, Disney+ has overtaken Netflix in total subscribers, making it the leader in the most-watched metric in the media world.

News for Disney Stock (DIS)