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

Amazon

Alphabet

SPDR S&P 500 ETF Trust

Amazon, Alphabet, Disney and the S&P 500 were our top stock trades for next week. Let's look at how the charts are setting up now.

4 Top Stock Trades for Monday: AMZN, GOOGL, SPY, DIS

Sunsetting the Reedy Creek Improvement District means that local counties will likely be left to foot the bill for pot holes and emergency services at Disney World.

Florida Gov. DeSantis signs bill revoking Disney's special district status

It's the latest salvo against Disney after the company denounced the so-called "Don't Say Gay" bill, sparking a feud with Florida's Republican leaders

DeSantis signs bill stripping Disney of its self-governing status around its Florida theme parks

The legislation dissolves the Reedy Creek Improvement District, though it's still unclear what will happen next.

Florida Punishes Walt Disney World As DeSantis Signs Bill Dissolving Special District Into Law

DIS stock is a great investment based on long-term growth. But external elements are weighing it down, making it a risky play right now.

Wait for a Better Entry Point to Buy Disney Stock

Netflix

Disney has been under intense pressure as investors dump DIS stock on several different fears. Are those concerns overblown?

Does Netflix's Issues Spell Trouble for Disney?

Snap

Snap has teamed up with Disney to bring its augmented reality (AR) technology to Disney World as part of the park's 50th anniversary festivities. In an announcement posted this week on the company website, Snap says it is working with Disney's PhotoPass service to let guests “commemorate their visit by placing a digital memory on […]

Snap Teams With Disney for 50th Anniversary Celebration

Shares of the entertainment giant are falling after Florida lawmakers voted to change the company's tax status in the state. The post Why Is Disney (DIS) Stock in the Spotlight Today?

Why Is Disney (DIS) Stock in the Spotlight Today?

The Walt Disney Company (DIS) is set to lose the self-governing status enjoyed by its theme park in Orlando, Florida.

Disney (DIS) to Lose Self-Governing Status in Florida

Orange County, Florida, taxpayers could see their property taxes go up by as much as 25%, while Disney would save $163 million per year.

Disney World Losing Its Special District Status Could Be ‘Catastrophic' For Local Taxpayers

BURBANK, Calif. , April 22, 2022 /PRNewswire/ -- The Walt Disney Company announced today that it is accepting applications for the 2022 Disney Accelerator, a business development program designed to accelerate the growth of innovative companies from around the world.

THE WALT DISNEY COMPANY INVITES APPLICATIONS FROM INNOVATIVE GROWTH-STAGE COMPANIES FOR 2022 DISNEY ACCELERATOR PROGRAM

Disney is poised to rank among the worst-performing stocks in 2022 after the company became embroiled in a high-profile political controversy.

Disney stock tumbles amid Florida bill controversy

The bill seeking to repeal Disney's special tax status is the latest development in the company's fight with lawmakers over the "Don't Say Gay" bill.

Florida Gov. DeSantis may repeal Disney's special tax status.

A Florida bill that would eliminate the special tax district that gives the Walt Disney Co the ability to govern its theme parks won approval from lawmakers on Thursday, sending the legislation to Governor Ron DeSantis for his signature.

Factbox-What is the special tax designation Disney might lose?

The Florida House of Representatives on Thursday cleared a bill that would repeal Disney's special improvement district, effective June 2023.

Florida taxpayers could face a $1 billion Disney debt bomb if its special district status is revoked

Shares of Walt Disney Co. DIS, -2.38% slumped 2.3% in afternoon trading, putting them on track for the lowest close in 17 months, after Florida lawmakers reportedly approved a bill to end a special tax district allowing the media and entertainment giant to govern the land housing its theme parks. Also weighing on Disney's stock is continued investor disdain for streaming video providers, in the wake of Netflix Inc.'s NFLX, -2.77% very disappointing first-quarter results.

Walt Disney stock heads for 17-month low as Florida, streaming troubles weigh

Disney's rich content library and generational reach makes it an instant classic.

This Stock Will Still Be Strong in 20 Years

Shares of The Walt Disney Company (NYSE:DIS) fell more than 4% on Wednesday, extending the losing streak for the year. The decline followed an earnings report by Netflix that showed a subscriber outflow of 200,000 in the first quarter of 2022.

Disney stock eyes $117 as Netflix's subscriber outflows urge caution

Florida legislators passed a bill on Thursday that would revoke Walt Disney Co's self-governing status in a move widely seen as tit-for-tat for the company's opposition to a new state law limiting discussion of LGBTQ issues in schools.

Florida lawmakers pass bill that would revoke Disney's special status

Florida Lawmakers Punish Walt Disney World By Passing Bill Dissolving Special District

Netflix fired a shot over Disney's bow, but DIS stock has other cracks in its hull as well that point at a larger bear market cycle. The post DIS Stock Is a Blue-Chip, But It's Not a Buy appeared first on InvestorPlace.

DIS Stock Is a Blue-Chip, But It's Not a Buy

Walt Disney Co (NYSE: DIS) was trading about 1% lower on Thursday after falling in sympathy with Netflix, Inc (NASDAQ: NFLX) on Wednesday, which plunged almost 40% after printing its first-quarter earnings. Disney's decline on Wednesday began to pick up at 11:30 a.m.

Disney Stock Provides Meat For The Bears: Here's Where To Watch For The Bounce

Hugs are back at Disney's theme parks, and it's not the only thing that's coming together at the House of Mouse.

Disney's Theme Park Magic Is Back

The pressure on the board of Walt Disney Company to oust CEO Bob Chapek has just worsened.

Disney's Situation Gets Much Worse

The Florida Senate has passed a bill that would dissolve the special taxing district that allows Walt Disney Co to self-govern in its theme park area.

News for Disney Stock (DIS)