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

Walt Disney Co (NYSE: DIS) shares are making new 52-week lows on Monday after the stock fell more than 17% over the last month. Disney shares have been trending lower since Netflix Inc (NASDAQ: NFLX) reported a decline in its subscriber base, the company's first.

Disney Shares Hit 52-Week Low: What's Going On?

First-quarter earnings season keeps rolling on. Headlining this week's earnings calendar will be entertainment giant Walt Disney (DIS, $110.71), oil name Occidental Petroleum (OXY, $62.97) and buy now, pay later company Affirm Holdings (AFRM, $25.04).

Walt Disney (DIS) Earnings Expected to Surge as Theme Parks Pop

The management team at The Walt Disney Company is due to report financial data covering the second quarter of the company's 2022 fiscal year on May 11th. Heading to that moment, investors are extremely pessimistic about the firm.

The Walt Disney Company: Don't Underestimate The Mouse

"Doctor Strange in the Multiverse of Madness," the latest film in the Marvel Cinematic Universe, made an estimated $185 million domestically for its opening this weekend, according to Disney.

'Doctor Strange' conjures big box office opening for Marvel

BioNTech SE

Occidental Petroleum

Palantir Technologies

Rivian Automotive

First quarter earnings reports this week include BioNTech, Palantir, Simon Property Group, Tyson Foods, Electronic Arts, Occidental Petroleum, and Walt Disney. Plus, inflation data.

Disney, Occidental, Rivian, Palantir, BioNTech, and Other Stocks to Watch This Week

Disney's latest flick "Doctor Strange in the Multiverse of Madness" snared $185 million domestically over the weekend, the top haul of any movie released in 2022.

'Doctor Strange in the Multiverse of Madness' snares $185 million in domestic debut

In a little over a year, Disney's theme parks have rebounded from massive pandemic-related operating losses.

Disney investors are focused on streaming, but don't forget about theme parks

Amazon

BHP Billiton

Cisco Systems

Intel

Fisher Asset Management, the firm led by Ken Fisher (Trades, Portfolio), disclosed in a regulatory filing that its top trades during the first quarter included boosts to its holdings of BHP Group Ltd. ( BHP , Financial) and Amazon.com Inc. ( AMZN , Financial) and reductions to its positions in Cisco Systems Inc. ( CSCO , Financial), The Walt Disney Co. ( DIS , Financial) and Intel Corp. ( INTC , Financial).

Top 5 Trades of Ken Fisher's Firm in the 1st Quarter

Trade Desk

Their readings on different parts of the economy will offer insightful guidance for investors.

These Are the Stocks to Watch Next Week

The "House of Mouse" has headaches as far as the eye can see.

Why Now Might Be the Time to Buy Disney

The market has gotten sour on streaming services and could look to Disney's theme parks to boost the share price.

Investors Should Not Overlook Disney's Theme Park Performance

Investors favored streaming revenue during the initial stages of the pandemic but might be changing their minds as economies reopen.

Disney's Streaming Segment Might Be Challenged but Theme Parks Could Drive Profits in 2022

Alibaba

Coinbase

Electronic Arts

Roblox

Simon Property Group

Toyota Motor

With just over half (55%) of S&P 500 companies having reported Q1 results, 80% of S&P 500 companies have announced better-than-expected earnings per share (EPS), and 72% have reported better-than-expected revenue, according to data from FactSet. The post 7 Stocks Reporting Earnings the Week of May 9, 2022 appeared first on InvestorPlace.

7 Stocks Reporting Earnings the Week of May 9, 2022

Shares of several gaming, streaming and social media companies, including Walt Disney Co (NYSE: DIS), are trading lower amid overall market weakness as traders continue to digest Wednesday's Fed rate hike announcement. An increase in yields has pressured tech and growth stocks.

Why Disney Shares Are Falling

The stock's slump has created an opportunity for long-term investors to scoop up this iconic brand at a discount.

Down 42%, This Dow Stock Is a Screaming Buy in May

DIS stock is still not worth investing in until Disney can show it will produce consistent positive free cash flow. The post DIS Stock Is Not a Buy Until Disney Produces Consistently Positive FCF appeared first on InvestorPlace.

DIS Stock Is Not a Buy Until Disney Produces Consistently Positive FCF

Disney's theme parks business is recovering at rapidly offering healthy upside potential for DIS stock despite DeSantis' bill to revoke Disney of its special district status. The post Why You Shouldn't Be Concerned Over Disney's Tussle With Florida appeared first on InvestorPlace.

Why You Shouldn't Be Concerned Over Disney's Tussle With Florida

Shares of the entertainment giant fell on bad news from Netflix.

Why Disney Stock Fell 19% in April

Warner Bros Discovery Inc

Investors should take a second look at streaming stocks after the recent developments in the industry, particularly concerning Netflix. The post 3 Streaming Stocks to Buy on the Netflix-Induced Dip appeared first on InvestorPlace.

3 Streaming Stocks to Buy on the Netflix-Induced Dip

While Disney has seen some negative news flow in recent weeks relating to its spat with Florida lawmakers over a controversial law, much of the stock's correction appears to be driven by apparent concerns about the Disney streaming business, following Netflix's tough Q1 earnings.

Streaming Headwinds An Opportunity To Buy Disney Stock?

The dramatic loss of subscribers by Netflix may mean industry consolidation is coming.

Do Amazon and Disney Have a Netflix Problem?

A trend reversal might happen sooner rather than later given Disney's robust fundamentals. The post The Walt Disney Company: 2022 Could Be a Payback Year appeared first on InvestorPlace.

The Walt Disney Company: 2022 Could Be a Payback Year

Travel trends and streaming growth continue to benefit Disney, yet DIS stock continues to get thrashed. Is there opportunity?

Buy Disney Stock After Near-50% Decline Amid Strong Trends

Earnings, a new roller coaster, and fresh content for movie theaters and Disney+ will highlight the month ahead at the House of Mouse.

4 Dates for Disney Stock Investors to Circle in May

Investors should keep an eye on DIS stock. However, at the moment, it might be a bit too risky for the average investor.

News for Disney Stock (DIS)