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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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

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Netflix

Executives said Disney will prioritize profitability after its direct-to-consumer arm lost $1.5 billion in the fourth quarter.

Disney To Cut Content Spend Amid Streaming Losses. That's Good News for Netflix.

Walt Disney Co's shares fell around 8% in after hours trading after reporting lower than expected profits and revenue for the fourth quarter and warning that strong streaming growth for its Disney+ platform may slow down going forward. Adjusted earnings per share of 30 cents was below Street forecasts of 55 cents, while revenue of US$20.15bn was below the US$21.24bn expected.

Disney shares slip as earnings disappoint despite strong subscriber growth at Disney+

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The Walt Disney Company (NYSE:DIS ) Q4 2022 Earnings Conference Call November 8, 2022 4:30 PM ET Company Participants Alexia Quadrani - Senior Vice President, Investor Relations Bob Chapek - Chief Executive Officer Christine McCarthy - Senior Executive Vice President and Chief Financial Officer Conference Call Participants Ben Swinburne - Morgan Stanley Philip Cusick - JPMorgan Michael Nathanson - MoffettNathanson Kannan Venkateshwar - Barclays Steven Cahall - Wells Fargo Michael Morris - Guggenheim Operator Good afternoon and welcome to The Walt Disney Company's Fiscal Full Year and Q4 2022 Earnings Results Conference Call. [Operator Instructions] Please also note, today's event is being recorded.

The Walt Disney Company (DIS) Q4 2022 Earnings Call Transcript

The subscriber count for Disney+ grew by 12.1 million subscribers in the fourth quarter, raising the total for the streaming platform to 164.2 million.

Disney+ subscriber base grows by 12.1 million in Q4

Disney (DIS) delivered earnings and revenue surprises of -40% and 4.50%, respectively, for the quarter ended September 2022. Do the numbers hold clues to what lies ahead for the stock?

Walt Disney (DIS) Lags Q4 Earnings and Revenue Estimates

Strong subscriber growth doesn't offset concerns about costs in a slowing economy.

Disney Shows the Limits of Streaming

Shares of Walt Disney Co (NYSE: DIS) lost as much as 10% in extended trading after the entertainment conglomerate said it missed both on top and the bottom line in its fourth financial quarter. DTC to turn profitable in 2024 On the plus side, though, Disney+ added a whopping 12.

Disney+ added a whopping 12.1 million subs in Q4 but investors aren't happy

Addressing Wall Street analysts during Disney's quarterly earnings call, the company's top executives sought to emphasize their progress toward attaining streaming profitability.

Disney Execs Seek To Assure Jittery Investors They Are On Track To Deliver A “Sustainably Profitable” Streaming Operation

Disney found itself between two stories — one of subscriber growth and another of emphasizing profit and revenue — as shares slumped.

Disney gets hit by media world's shift to emphasize profit and revenue over subscriber growth

The cost to build Disney's streaming business led to a $1.5 billion loss in the direct-to-consumer unit, which hurt quarterly earnings.

Disney profits take hit despite increase in Disney+ subscribers

Disney's fourth quarter earnings were a mix of good and bad news.

Disney+ beats subscriber expectations but that growth came at a cost

Disney reported results for the final quarter of its 2022 fiscal year today, revealing a total of 164.2 million Disney+ global subscribers, an increase of 12 million subs from 152.1 million in Q3. The flagship streaming service was only expected to gain 9.35 million subs.

Disney+ reaches 164.2M subscribers as it prepares for ad-supported tier launch

Walt Disney Co. wrapped up its fiscal year Tuesday with record sales and its best revenue growth in more than 25 years, but a miss on earnings and revenue for the fourth quarter hurt the stock Tuesday afternoon.

Disney posts wide earnings and sales miss to wrap up record year, stock falls 6%

Walt Disney Co said on Tuesday its marquee streaming service, Disney+, gained more subscribers than Wall Street had expected, but investment costs dragged quarterly earnings below analysts' targets.

Disney shares drop as streaming costs drag on earnings

Disney fell short of expectations for profit and key revenue segments during the fiscal fourth quarter, but saw strong streaming growth for its Disney+ platform — a rare bright spot in the report out Tuesday.

Disney misses on profit and key revenue segments, but sees strong streaming growth

The Walt Disney Company Reports Fourth Quarter and Full Year Earnings for Fiscal 2022

Is Disney suddenly giving off Netflix vibes? The media giant reported powerhouse streaming numbers in its fiscal fourth quarter, with flagship service Disney+ surging to 164.2 million global subscribers, but some key financial metrics fell short of Wall Street expectations. Total revenue of $20.

Disney Powers Ahead In Streaming, With Disney+ Reaching 164.2M Subscribers, But Fiscal Q4 Results Fall Short Of Wall Street Targets In Some Areas

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Walt Disney Company is scheduled to report earnings after Tuesday's close. Here's a closer look.

Earnings Preview: What To Expect From Disney On Tuesday

Walt Disney's fourth-quarter earnings report Tuesday will be scrutinized for signs that the Disney+ streaming business is making progress toward profitability.

Disney's Earnings to Give Insight on Streaming Business

in its latest print, the company registered a 16% bottom-line beat paired with a 1.8% sales surprise.

Disney Q4 Preview: Another EPS Beat Inbound?

Disney earnings for fiscal Q4 are due late Tuesday. Disney+ subscriber growth will be key, with a price hike and an ad-supported tier looming.

News for Disney Stock (DIS)