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

Disney added 11.8 million Disney+ subscribers last quarter, easing investor concern of a slowdown in the streaming market.

Disney makes up ground on Netflix with blowout Disney+ subscriber adds

Disney's theme parks business came roaring back to life in the most recent quarter -- while the company also added more watchers to its Disney+ service than expected, sending shares of the Mouse House up more than 9% in late trade.

Disney's theme parks lift earnings as company beats Q1 expectations

Disney announced during the call Disney has a total of 129 million subscribers as of January 1, 2022, which is an increase of 11.8 million in the last quarter.

Disney Earnings: Quarter One 2022 Shows Disney's Resilience Despite A Challenging 2021

NVIDIA

Twilio

Nvidia, the S&P 500 ETF, Disney and Twilio were our top stock trades for Thursday. Let's look at how the charts are setting up now.

4 Top Stock Trades for Thursday: S&P 500, NVDA, DIS, TWLO

Walt Disney Co reported better-than-expected first-quarter revenue on Wednesday, buoyed by a steady recovery in its domestic theme parks during the holiday season and strong streaming subscriber growth.

Disney beats quarterly revenue estimate; shares rise

The Walt Disney Co. blew away expectations for the holiday season, producing a record revenue total and more than $1 billion in profit by adding more subscribers to Disney+ and other streaming services than expected amid a rebound for theme parks.

Disney stock soars after record revenue, $1 billion-plus in earnings and a streaming success

Disney reported better-than-expected results for its latest quarter. The good news came from both Disney+ and theme parks.

Disney Stock Jumps on Strong Results From Both Streaming and Theme Parks

Disney beat Wall Street expectations for earnings, revenue and streaming subscriber growth in its fiscal first quarter, sending its beleaguered shares up almost 10% in after-hours trading. Flagship streaming service Disney+ reached 129.8 million subscribers, ahead of analysts' consensus expectation for 125.4 million. Earnings per share jumped to 63 cents from two cents a year...

Disney Shares Jump As Company Tops Subscriber, Earnings Expectations In Its Q1

BURBANK, Calif.--(BUSINESS WIRE)--The Walt Disney Company (NYSE: DIS) today reported earnings for its first fiscal quarter ended January 1, 2022. Diluted earnings per share (EPS) from continuing operations for the quarter increased to $0.63 from $0.02 in the prior-year quarter. Excluding certain items(1), diluted EPS for the quarter increased to $1.06 from $0.32 in the prior-year quarter. “We've had a very strong start to the fiscal year, with a significant rise in earnings per share, record re

The Walt Disney Company Reports First Quarter Earnings for Fiscal 2022

Walt Disney Co DIS was trading about 3% higher on Wednesday as it headed into its first-quarter 2022 earnings print scheduled to be released after Wednesday's market close. Traders and investors will be watching to see if Disney has been able to increase visitor numbers at its theme parks and whether the company has been able to sustain or increase its Disney+ subscription numbers, which surged during the peak of lockdown orders brought on by the COVID-19 pandemic.

How To Trade Disney's Stock Heading Into Q1 Earnings: Should Bulls Be Confident?

Peloton

Activist investors suggest Peloton sell itself. Should the House of Mouse take a bite out of the fitness market?

Should Disney Buy Peloton?

Disney is set to report earnings for its fiscal first quarter of 2022 after the bell on Wednesday.

Disney set to report earnings after the bell

Advanced Micro Devices

CNBC's Jim Cramer dishes out analysis on Disney ahead of earnings and AMD after the chip designer caught an analyst upgrade.

Investing Club: Jim Cramer previews Disney earnings, reacts to AMD upgrade

Expedia

Tapestry

Uber

Earnings season continues to roll on, and some investor favorites will report this week. Will they beat?

5 Must-See Earnings Charts This Week

Disney is expected to show modest growth at the streaming service Disney+ when it reports earnings on Wednesday, as the service, known for "The Mandalorian" and "Encanto," looks to revive momentum after showing massive gains during the first year of the pandemic.

Disney poised to report tepid Disney+ growth, but gains at theme parks

Disney made its first live streaming broadcast this morning with coverage of the 2022 Oscar nominations as it ratcheted its battle with Netflix up another notch. In a statement, Disney+, the entertainment company's streaming arm, said "We are pleased with the results and will continue to test as part of our ongoing and iterative approach to deliver the best user experiences to consumers.

Disney+ ups the ante against Netflix with first live stream

Wall Street was not kind to Netflix when the streaming giant released its year-end results last month. Weak financial guidance sent its stock tumbling. Is Disney+ — the other big name in streaming — about to take a similar beating?

Netflix got slammed by Wall Street. Is Disney next?

Sony

ViacomCBS

The Walt Disney Co (NYSE: DIS), Sony Group Corp's (NYSE: SONY) Sony Pictures Networks India, and Viacom18 are companies planning to bid for the rights to the Indian Premier League, the Wall Street Journal reports. Viacom18 is a joint venture between ViacomCBS Inc (NASDAQ: VIAC) and Reliance Industries Ltd.

Disney, Sony, ViacomCBS To Bid For Rights To This Popular Indian Cricket League

The results will be a chance for the company to deliver on the upbeat thesis shared by many boosters for the stock.

Disney's Earnings Are Today. Parks and Streaming Are Key.

Disney's first-quarter fiscal 2022 earnings results can have an impact on ETFs, especially those with the largest allocation to this media and entertainment conglomerate.

Disney ETFs in Focus Ahead of Q1 Earnings

One of the leading streaming platforms in the U.S. quietly tested a live streaming option Tuesday. Could this be a potential item to watch?

Could Disney+ Be Entering The Live Streaming Market?

Microsoft

Unity Software

Is the Metaverse Overrated?

It has been nearly two years since Bob Chapek took the reins as chief executive of Walt Disney Co., and so far he's navigated a treacherous landscape straight out of one of Marvel's popcorn flicks.

Earnings Outlook: After ‘baptism by fire,' Disney CEO looks for a rebound

A growing number of call options remain in the open interest for Disney stock, and option premiums are unusually high ahead of earnings.

Disney (DIS) Option Traders Mildly Bullish

Coca-Cola

LVMH Moet Hennessy Louis Vuitton

Procter & Gamble

Taiwan Semiconductor Manufacturing

Visa

Exxon Mobil

These stocks to buy have shown that they grow no matter what the markets throw at them, making them strongly worth considering. The post 7 Stocks That Will Win Whether It's a Bull or Bear Market appeared first on InvestorPlace.

News for Disney Stock (DIS)