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

DraftKings

DraftKings (NASDAQ: DKNG ) stock is rising on Friday as investors react to reports of a new partnership with EPSN. According to Reuters , ESPN is close to signing a deal with DraftKings that will promote legalized sports betting through its services.

DraftKings (DKNG) Stock Climbs on ESPN Partnership News

DraftKings may rename its sportsbook to include ESPN and pay the Disney subsidiary as much as $3 billion, according to Action Network.

DraftKings Shares Spike On Reports Of Multibillion-Dollar Deal With ESPN—Here's Why It's A Big Deal For Disney

DraftKings DKNG, -3.95% is close to signing an exclusive partnership with sports network ESPN, according to a report from The Action Network, sending shares 7.9% higher after hours. The terms of the deal between the sports-betting platform and sport-media giant are not yet clear.

DraftKings stock jumps on report of partnership with ESPN

Walt Disney Co's ESPN is nearing a large new partnership deal with sports-betting firm DraftKings Inc , Bloomberg News reported on Thursday, citing people familiar with the matter.

Disney's ESPN nears large partnership deal with DraftKings - Bloomberg News

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Chevron

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General Electric

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Microsoft

Johnson & Johnson

Morgan Stanley

Earlier this week, Matthew Tuttle's Tuttle Management filed to create two new exchange-traded funds (ETFs) to track the activity of CNBC's Mad Money host Jim Cramer. The first, called the Inverse Cramer ETF, will carry the symbol SJIM and bet against stocks recommended by Cramer.

Want to Bet Against Jim Cramer? Short These 10 Stocks.

Halloween marks the start for Disney of the peak theater season. The backlog of future movies is impressive.

Disney: Sanderson Sisters Lead The Fourth Quarter

NIKE

Procter & Gamble

You'll want to hold on to these players for the long term.

3 Dow Stocks to Buy More of in October

Disney (DIS) is benefiting from the strong content portfolio of Disney+, which is driving its user base.

Disney (DIS) Rides on Disney+ Growth, Strong Content Portfolio

LAKE BUENA VISTA, Fla. , Oct. 5, 2022 /PRNewswire/ -- It's (almost) the most wonderful time of the year, and holiday cheer is already in the air at Walt Disney World Resort.

Walt Disney World Resort Offers Magical Holiday Experiences for the Entire Family

We cautioned investors not to chase DIS stock's momentum through its summer rally. Accordingly, DIS has collapsed more than 25% from its August highs to its recent lows. We assessed that the battering is justified to de-risk Disney's execution risks through worsening macroeconomic headwinds. However, management is confident of its performance through the cycle.

Disney: If You Didn't Chase The Rally, Don't Miss Buying This Pullback

BURBANK, Calif.--(BUSINESS WIRE)--The Walt Disney Company (NYSE: DIS) will discuss fiscal full year and fourth quarter 2022 financial results via a live audio webcast beginning at 4:30 p.m. ET / 1:30 p.m. PT on Tuesday, November 8, 2022. Results will be released after the close of regular trading on November 8, 2022. To listen to the webcast, please visit www.disney.com/investors. The webcast presentation will be archived.

The Walt Disney Company Executives to Discuss Fiscal Full Year and Fourth Quarter 2022 Financial Results via Webcast

The Walt Disney Co ( DIS , Financial) is trading back below $100, around the same level the stock was trading at when the Coronavirus pandemic caused the stock market to crash in March 2020.

Walt Disney: Look to the Long Term

DISH Network

In a rarity in the cable network industry, after the Walt Disney Company pulled down its networks from satellite video provider DISH Network including ACC Network, ESPN and SEC Network on October 1, they went back on the air prior to signing an official contract.

DISH Network And Walt Disney Company Do A Rare “Handshake” Carriage Agreement For Cable Networks

Netflix

Paramount Global

Warner Bros Discovery Inc

Battered media stocks and major indexes bounced higher Monday, reversing course after opening in the red on the first trading day of the fourth quarter. A correction, however brief, was due.

Showbiz Shares Surge In First Trading Day Of Fourth Quarter

Home Depot

The Dow Jones is down more than 20%, which puts it in the bear market territory.

Dow Jones Bear Market: 2 Stocks To Buy In October

Dish Network said Disney-owned TV channels would be restored after the two companies reached an agreement. Dish customers lost access to the channels over the weekend.

Dish Network announces Disney, ESPN channels restored to network following contract dispute

The Walt Disney Co. has reached a tentative deal with Dish Network to extend the companies' carriage arrangement for ABC, ESPN and other networks. “We have reached a handshake agreement with DISH/Sling TV, which properly reflects fair market value and terms for The Walt Disney Company's unparalleled content,” Disney said in a statement.

Disney Reaches “Handshake Deal” With Dish Network, Revolving Carriage Dispute

It's lights out for now, after Disney and Dish fail to hash out a deal on a contract extension.

Disney Channels Like ESPN, FX Pulled Off Dish, Sling TV

Disney has blocked its content from being shown on Dish TV and Sllng TV channels after the companies were unable to reach agreement over a contract extension.

Disney pulls its content from Dish and Sling TV over rate disagreement

Choosing the right stock to hold when the market gets tough can be difficult.

1 Streaming Stock to Buy and 1 to Sell in a Market Downturn

In a bold move, the Walt Disney Company forced Charlie Ergen's DISH Network and Sling TV to pull down the signals of all of its cable networks, including ESPN, ACC and SEC Network.

ESPN, ACC, SEC And Other Disney Channels Gone From DISH Network

Disney made a surprising announcement. It will add Carolyn Everson, a former executive at Facebook parent Meta, to its board.

Disney Folds

Disney disclosed that Carolyn Everson, who previously served as an executive for delivery company Instacart as well as Facebook, will join the board as of Nov. 21.

Disney Names New Board Member in Deal With Activist Investor Third Point

The stock is already down in 2022, and investors would prefer not to see further downside.

Could Disney's Stock Crash During a Recession?

These two businesses have stood the test of time.

News for Disney Stock (DIS)