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 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

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Earnings data Q4 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

Despite being a beneficiary of the reopening trade, DIS stock was sold off but we cannot say the valuation cut was entirely unjustified. Disney has a much higher debt position than Netflix, despite having just over a two times larger market capitalization, but Bob Iger is not Jeff Immelt of GE.

What Is Disney Stock's Future Outlook? Fortunately, Bob Iger Is No Jeff Immelt

AMC Entertainment

Hasbro

Check out the entertainment stocks for your watchlist today.

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Disney's shares have been cut in half from a far too high level around $200 in spring of last year. Shares have not gained any ground over the past seven years, as performance has been a mixed bag.

Walt Disney: Still A Mixed Bag

Despite the best efforts of Walt Disney Co. (NYSE: DIS) management and board, the company's poor image on Wall Street will not go away.

Trouble at Disney Will Not Go Away

Character dining is returning to more locations at Disney's Florida resort, and that's big business for the House of Mouse.

Disney World Is Bringing Back a Big Moneymaker

"You can either run from it or learn from it" is one of my favorite quotes from wise Rafiki, the monkey from Lion King. Investing in a blue chip company with a strong economic moat, like Disney, during market turmoil has been a winning strategy for a long time.

Disney: 'Oh Yes, The Past Can Hurt'

"Thor: Love and Thunder" tallied $143 million during its domestic debut, pushing the overall weekend haul to more than $200 million.

'Thor: Love and Thunder' pulls in $143 million in domestic opening

Disney has sustained relevance, which is good for shareholders.

What Disney 'Lightyear' Controversy Means for Shareholders

Airbnb

Chegg

Netflix

It may be challenging to buy stocks during a crashing market, but it can potentially provide some of the best rewards.

My Top 5 Stocks to Buy for the Second Half of 2022 (and Beyond)

DIS stock hasn't performed well during Disney's CEO's tenure. However, investors should consider the macro-level challenges during this time.

Disney's Shareholders Should Give Bob Chapek a Chance … Again

Apple

Amazon

NFL plans to choose a winning bidder for Sunday Ticket by the fall, Commissioner Roger Goodell said Friday.

NFL will select new Sunday Ticket partner by fall, Commissioner Roger Goodell says

Disney came into 2022 with a lot of hope, but the magic hasn't materialized.

Why Disney Stock Is Down 37% This Year

Disneyland Resort's Facebook and Instagram accounts were hacked earlier on Thursday with a series of inappropriate posts that were subsequently taken down, Walt Disney Co said.

Disney says Disneyland's Facebook, Instagram accounts hacked

The stock has taken a beating in recent months, but there are reasons to believe the entertainment behemoth is on the verge of a rebound.

5 Important Developments From Last Week That Could Push Disney Stock Higher

Antero Midstream Partners

Salesforce

Chevron

Realty Income Corp

Vornado Realty Trust

These stocks represent the best investments for the second half of 2022, offering a unique blend of growth, value, and dividend income. The post The 7 Best Investments for the Second Half of 2022 appeared first on InvestorPlace.

The 7 Best Investments for the Second Half of 2022

Walt Disney Co said on Wednesday Kristen Finney will lead content curation for the media giant's international division that is pushing to make more regional content for streaming.

Disney picks Kristen Finney to lead international content curation

Comcast

In an era of flagship streaming services like Disney+ and Peacock, Hulu is caught in the middle.

Hulu is facing an existential crisis as Disney approaches a 2024 deadline to buy Comcast's 33% stake

BURBANK, Calif.--(BUSINESS WIRE)--The Walt Disney Company (NYSE: DIS) will discuss fiscal third quarter 2022 financial results via a live audio webcast beginning at 4:30 p.m. ET / 1:30 p.m. PT on Wednesday, August 10, 2022. Results will be released after the close of regular trading on August 10, 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 Third Quarter 2022 Financial Results via Webcast

Disney CEO Bob Chapek will nab a $20 million bonus every year, fresh on the heels of winning a three-year contract extension despite recent upheaval at the company over hot-button political issues. The details of Chapk's three-year contract were revealed in a recent SEC filing, which said that the beleagured exec will reel in “no.

Disney CEO Bob Chapek to reel in $20M yearly bonus despite controversies

Stock market crashes are one of my favorite times to buy shares because of the potential for bargain prices.

2 Stocks I Own and Will Buy More if the Stock Market Falls Further

Cisco Systems

Home Depot

Coca-Cola

Merck

NIKE

Companies in the Dow "tend to be boring, mature companies that typically pay nice dividends," the "Mad Money" host said.

Jim Cramer picks 7 Dow stocks that investors should consider owning

Disney's future is becoming increasingly more dependent on the streaming industry, but Hulu continues to underperform competitors. Disney should return its focus on children's content, and a great way to do so would be to sell Hulu and buy Roblox.

Disney: Swap Hulu For Roblox

Costco

Microsoft

Invest today so you can profit from the market's eventual recovery.

The Stock Market Just Suffered Its Worst First Half in 50 Years. It's Time to Buy These 3 Stocks

Long-time shareholders of The Walt Disney Company are enraged. Its shares are down 45% over the last year, and much more from when they peaked last November.

Disney Shares Drop Almost 50%, Destroying Shareholders

Carnival

Norwegian Cruise Line

Royal Caribbean Cruises

Defiance Hotel Airline and Cruise ETF

Lindblad Expeditions

OneSpaWorld Holdings Limited

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News for Disney Stock (DIS)