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

Shares of Walt Disney Co. DIS, +3.98% shot up 9.8% toward a four-month high in premarket trading Thursday, after the media and entertainment giant beat fiscal third-quarter earnings expectations as subscriptions to its streaming service jumped, and said it would launch an ad-supported subscription tier. The stock was by far the biggest of the Dow Jones Industrial Average's DJIA, +1.63% premarket gainers, as second-place Salesforce Inc.'s stock was up just 1.6%.

Disney's stock surge would add more than 70 points to the Dow's price

Walt Disney Co. plans to raise prices on various streaming offerings as it gears up for the Dec. 8 launch of an ad-supported tier, marking the latest sign that the streaming market isn't what it used to be.

Disney earnings suggest the ‘streaming wars' are officially over

Shares of the media and entertainment giant jumped after the company reported better-than-expected results for its latest quarter.

Disney Stock Rallies on Strong Earnings

Netflix

Disney+ has finally knocked Netflix off its streaming throne, gaining more subscribers than its arch-rival for the first time.

Disney+ overtakes Netflix in race for subscribers

Analysts at Guggenheim upgrade Disney to Buy and raise their price target to $145 from $110.

Disney Stock Upgraded After Subscribers Beat. Here's What Wall Street Thinks.

The House of Mouse is making moves to bulk up its streaming catalog of renowned franchises.

Disney's Latest Media-Streaming Move Could Be Huge

Investors will be watching for the latest inflation figures in the form of producer prices as well as the latest jobless claims.

Producer prices, Disney shares rise and more: Thursday's 5 things to know

The Walt Disney Company (NYSE:DIS) left its video streaming rivals coughing in its wake after growing its subscriber numbers for the past quarter and reiterated its breakeven target for the Disney+ service. There were 14.4mln net additions in what was the group's third quarter, driving its total paying customers to 221mn, claiming to be just above rival Netflix's 220.67.

Disney beats expectations, claiming more streaming subscribers than Netflix

Walt Disney Co. said Wednesday it is raising prices for streaming subscribers in the U.S. who want to watch Disney+ without ads, as more viewers switch to what CEO Bob Chapek described as the "best value in streaming."

Disney+ ad-free subscription cost to rise by 38% in December

Viewers will have to pay 38% more for Disney+ later this year, but there's a trick up the media giant's sleeve.

Is Disney About to Repeat Netflix's Mistake?

The Walt Disney Company (NYSE:DIS ) Q3 2022 Earnings Conference Call August 10, 2022 4:30 PM ET Company Participants Alexia Quadrani - Senior Vice President of Investor Relations Bob Chapek - Chief Executive Officer Christine McCarthy - Senior Executive Vice President & Chief Financial Officer Conference Call Participants Doug Mitchelson - Credit Suisse Ben Swinburne - Morgan Stanley Steven Cahall - Wells Fargo Michael Nathanson - MoffettNathanson Jessica Reif Ehrlich - Bank of America Kutgun Maral - RBC Capital Markets Kannan Venkateshwar - Barclays Phil Cusick - JPMorgan Brett Feldman - Goldman Sachs Bryan Kraft - Deutsche Bank Operator Good afternoon and welcome to The Walt Disney Company's Third Quarter 2022 Financial Results Conference Call. All participants will be in a listen-only mode.

The Walt Disney Company (DIS) CEO Bob Chapek on Q3 2022 Results - Earnings Call Transcript

Disney not only beat comfortably on both top and bottom lines, but did so in segments investors have long been waiting to see get to this point.

July CPI Numbers Super-Charge Indices; Disney (DIS) Crushes Q2

A revised long-term forecast coupled with price hikes means Disney+ still needs to deliver big for the entertainment giant.

Disney Barely Hedges Its Streaming Bet

Shares of Walt Disney Co (NYSE: DIS) are up 7.0% in extended trading after the entertainment conglomerate reported strong results for its fiscal third quarter. Key takeaways from Disney Q3 earnings report Net income printed at $1.

Disney just surpassed Netflix in ‘total' number of subscribers

You'll have to pay more if you want to keep an ad-free version of Disney Plus starting in December.

Disney Plus is Raising Prices and Introducing an Ad-Supported Tier

Walt Disney Co. is launching an advertising-supported version of its flagship Disney+ streaming service later this year, and plans to raise prices on many of its streaming services in conjunction with the move.

Disney+ and Hulu prices are changing — here's how much your streaming plan will soon cost

Disney today cut its Disney+ subscriber growth target to between 135 million and 165 million by the end of fiscal 2024 as it expects users in India to migrate after losing streaming rights to cricket, a huge draw in the region. Disney+ Hostar is the offering there.

Disney+ Cuts Streaming Subscriber Target To 135M-165M After Losing India Cricket, But Promises Service Profitable By FY 2024

The Walt Disney Company reported on Wednesday that total Disney+ subscriptions rose to 152.1 million during the company's third-quarter, after posting better-than-expected results. The streaming service added 14.4 million subscribers in the quarter, beating expectations of 10 million.

Disney+ soars to 152.1 million subscribers after adding 14.4 million in Q3

Disney sees total of 221 million customers at the end of the June quarter compared to Netflix's 220.7 million

Disney edges past Netflix in streaming subscribers as it raises ad-free prices

Disney is lowering its Disney+ subscriber guidance to 215 million to 245 million by the end of fiscal 2024.

Disney lowers 2024 forecast for Disney+ subscribers by 15 million

The offering will launch before Netflix offers a similar ad-supported subscription.

Disney+ Launching Cheaper Ad-Supported Tier In December

Disney announced they have a total of 221.1 million subscribers across streaming platforms and also announced a price increase for Hulu and Disney+

Disney tops Netflix streaming subscribers, announces price hike for Hulu and Disney+

Disney+ is introducing an ad-supported tier that will be the cost of the current ad-free plan, and Hulu is getting a price increase, too.

The cost of Disney+ and Hulu are going up — here's how much each plan is increasing

Walt Disney's total DTC subscribers all in totaled 221.1 million for the company's fiscal third quarter ended in June. That was a big beat for Disney+ and its parent, and also marked the first time anyone has passed Netflix in total streaming subs. Netflix reported 220.

Disney's Streaming Services Just Passed Netflix In Total Subscribers

The Festival of Fantasy parade tonight at Disney World is going to have some extra bounce its step after today's quarterly earnings report from the House of Mouse.

News for Disney Stock (DIS)