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

Airbnb

These two excellent businesses are poised to thrive as consumers shift their spending from goods toward services.

2 Sensational Summer Stocks to Buy Now

American Express

Microsoft

Apple

The U.S. Stock Market has had a rough 2022 so far and the SPDR Dow Jones Industrial Average ETF Trust (NYSEARCA: DIA) has been no exception to that. Since the start of the calendar year, the index has lost close to 6,000 points as inflation continues to rise and consumer spending falls.

Apple, Microsoft, Disney And American Express Continue To Plummet: Dow Jones Index Has Worst First Half In Decades

The closure cost Disney roughly $117 million per month in operating losses.

Great News for Disney: Shanghai Disneyland Has Reopened

Amazon

Stock Market Dip: 3 Companies to Buy and Hold for the Long Term

AMC Entertainment

Cinemark Holdings

Netflix

Paramount Global

Soon, for the first time in 74 years, major film studios will be allowed to own movie theaters. Here's a glimpse of what could happen next.

5 Stocks That Could Benefit From a Coming Seismic Shift for Hollywood

The Walt Disney Company (NYSE: DIS) has taken significant losses in 2022, and sadly for market participants, they are not.

Disney stock could ‘surpass prior peak earnings', says Morgan Stanley analyst

Walt Disney Co (NYSE: DIS) stock down roughly 40% from its year-to-date high is an “absolute” buy, says Nicole Webb. She's the SVP and Financial Advisor at Wealth Enhancement Group.

Disney stock for long-term investors is an ‘absolute buy-in'

Disney's newest cruise ship sets sail at a time of transition and recovery for the cruise industry, which was battered by the pandemic.

Captain Minnie Mouse, 'Frozen' and a $5,000 Star Wars cocktail: Disney pins big hopes on new Wish cruise ship

Disney (DIS) introduces new cruise ship, Disney Wish, its first new cruise ship in a decade. The Shanghai Disneyland also reopens after three months closure.

Disney (DIS) Unveils New Cruise Ship, Shanghai Park Reopens

Cisco Systems

NIKE

Many high-quality businesses have seen their stock prices fall in recent months.

Should You Buy Blue Chip Stocks Right Now?

Offering multiple streaming platforms gives the company more power in the industry.

Disney's Streaming Strategy Is a Home Run -- Here's Why

If extending Bob Chapek's tenure as Disney boss was designed to reassure markets, the tepid share price reaction suggests few, if any investors, were toasting the news.  On Wednesday, Disney shares were indifferent at best to the news its seemingly unpopular chief executive would be sticking around for three more years.

Walt Disney's damaging years under CEO Bob Chapek

Disney's board unanimously voted to extend CEO Bob Chapek's contract for three more years, the company announced yesterday. His current deal expired in February 2023.

Disney extends CEO Bob Chapek's contract for three more years despite difficult tenure

Chief Executive Bob Chapek is set to christen Walt Disney Co's first new cruise ship in a decade on Wednesday, the culmination of the first project the former theme parks executive championed to the company's board of directors.

Disney introduces first new cruise ship in a decade, dips toe into metaverse

The economic reopening has not cleared The House of Mouse of all its troubles.

3 Red Flags for Disney's Future

Disney's board extends its CEO through 2025, but these won't be easy years for the media giant.

Sorry, Disney Fans, CEO Bob Chapek Is Getting Three More Years

Disney could soon begin firing on all cylinders.

This Stock Is Set to Soar During the Next Bull Market

Chair Susan Arnold called the chief executive “the right leader at the right time” and said the board has full confidence in him.

Disney Extends CEO Chapek's Contract by Three More Years

Chief executive officers at America's big companies often get obscene pay packages paying them tens, if not hundreds, of millions of dollars a year.

With Stock Down 45%, Disney Gives CEO New Contract

Disney will be one of the streaming giants left standing a decade from now.

Why Disney Is the Top Streaming Stock Today

Home Depot

With share prices depressed and the Street seeing brighter prospects in 2023 and beyond, a turnaround is coming for these three unusual Dow laggards.

3 Dow Laggards Poised for a Second Half Comeback

Disney CEO Bob Chapek gets new three year contract

Walt Disney CEO Bob Chapek won praise in many corners in 2020 for ably steering the company through the devastation of Covid after taking the baton from Bob Iger early in that fateful year. The year-and-a-half since has seen much more blowback along with bouquets, with the sharp pullback in Disney's share price reflecting in...

After Contract Renewal, Disney CEO Bob Chapek Looks To Prove Wishes Can Come True With Him Helming The Ship

Johnson & Johnson

Morgan Stanley

Starbucks

"You've got to treat ugly moments like this one as buying opportunities," the "Mad Money" host said.

Jim Cramer picks 4 'buyable' stocks to snap up after ugly market days

Walt Disney boss Bob Chapek will remain in charge of the beleaguered Mouse House after the board unanimously voted to give him a three-year contract extension Tuesday. Chapek had succeeded Robert Iger in February 2020, just months before the pandemic forced the company to shutter its theme parks.

News for Disney Stock (DIS)