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

Mattel

Mattel Inc. stock jumped 7.7% in Wednesday premarket trading after it announced that it has won the license to sell Disney Princess dolls and those based on the animated “Frozen” film from rival Hasbro Inc.

Mattel shares jump after it wins Disney Princess, ‘Frozen' toy license from rival Hasbro

Duke Realty

This fast-growing industrial REIT could outpace Disney in the coming years.

Will Duke Realty Shares Top Disney's by 2023?

Starting in 2023, Mattel will return to making Disney Princess and Frozen toys. Today the toymaker announced a multi-year global licensing agreement with Disney for its Princess and Frozen lines, to develop lines of toys for the studio's Consumer Products, Games and Publishing, including fashion dolls, small dolls, and figures. Mattel and Disney already hatched a licensing...

Disney Princess & ‘Frozen' Toy Deal Returns To Mattel

Mattel said it will start selling new Disney princess toys in 2023.

Mattel shares jump after toymaker wins back its license to make Disney princess toys

EL SEGUNDO, Calif.--(BUSINESS WIRE)--Mattel, Inc. (NASDAQ: MAT) today announced a multi-year global licensing agreement for the Disney Princess and Frozen franchises. Mattel will have the global licensing rights to develop lines of toys for Disney Consumer Products, Games and Publishing, including fashion dolls, small dolls, and figures. The collection is expected to launch at retailers around the globe at the beginning of 2023. “We are incredibly proud to welcome back the Disney Princess and F

Mattel and Disney Announce Multi-Year Global Licensing Agreement for Disney Princess and Disney Frozen Franchises

Mattel Inc has won the license to make toys based on Walt Disney Co's "Frozen" franchise and princess lineup, grabbing the properties back from rival Hasbro Inc, the Wall Street Journal reported https://on.wsj.com/3H3x3fP on Wednesday, citing the Barbie toymaker's executives.

Mattel wins Disney deal to make "Frozen" toys - WSJ

Investors sent Disney's shares to a 52-week low after Netflix's earnings report. Why?

Why Did Disney (DIS) Fall After Netflix's (NFLX) Earnings?

Stock splits don't change anything fundamental, but Disney still might have a logical reason to enact one.

Stock Split Watch: Is Walt Disney Next?

Netflix

A media research analyst is warning that Netflix Inc. (NASDAQ: NFLX) could see the defection of as many 750,000 subscribers in the U.K. with the loss of several older U.S. sitcoms and action shows that are owned by Walt Disney Co. (NYSE: DIS). But is this warning accurate in its severity, or is it overlooking several key elements regarding both companies?

Analysis: Could Disney Really Cause Netflix To Lose 750,000 UK Subscribers?

Sinclair Inc

Direct-to-consumer sports streaming services are coming, and they could threaten the cable bundle.

Can Pay TV Survive Streaming Sports?

Disney stock dropped in sympathy of the Netflix announcement. However, that sympathy movement is unlikely to last. The cause of the Netflix stock price reaction appears to be low North American subscriber growth combined with negative cash flow in the latest quarter.

Disney: Why It Will Outperform Netflix

While The Walt Disney Co. (NYSE: DIS) can claim a cinematic heritage of beloved classics, it also has a long history of conceiving oddball ventures that never found their ways into theaters. To celebrate this hidden side of the studio's creative dimensions, here are the 10 weirdest Disney films that, for one reason or another, never got made.

10 Weirdest Unmade Disney Films Of All Time

American Express

SPDR Dow Jones Industrial Average ETF

Goldman Sachs

JPMorgan Chase & Co

NIKE

Visa

During corrections and bear markets, avoiding the weakest names at the start of a move often proves a wise investment decision. I am combining three different momentum sorts, including my basic proprietary formula, a StockCharts.com performance gauge, and Seeking Alpha's Quant Ratings.

The 7 Weakest Short-Term Momentum Names In The Dow Industrials

"I want to own the stocks of longstanding, great Americans that are brought down in a guilt-by-association fiasco," such as Disney, the "Mad Money" host said.

Jim Cramer says he'd buy Disney after its shares slid on negative Netflix news

Robinhood

Schlumberger

Could these cyclical stocks be a steal at their current valuations?

Best Stocks To Buy For 2022? 3 Cyclical Stocks In Focus

FuboTV

Roku

Netflix quarterly earnings report threw some cold water on streaming stocks today. Here's how investors can trade them now.

3 Companies Sliding on Netflix's Earnings Debacle

Spirit AeroSystems Hlds

Verizon

Verizon Communications Inc 5.9 % Notes 2014-15.2.54 Sr

Our Focus List Stocks: Long Model Portfolio outperformed the S&P 500 by 35% in 2021. We're starting 2022 by looking at three Focus List stocks that underperformed in 2021 but that we remain bullish on.

3 Focus List Laggards We Still Like

Devon Energy

Ecolab

Ford Motor Company

Lennar

Eli Lilly

Live Nation

Under Armour

The three major U.S. equities indexes closed lower again on Thursday for the third day in a row.

5 S&P 500 Winners, 5 Losers in Friday's Premarket

Amazon

CFRA analyst Tuna Amobi predicts some of the biggest streaming services will break out in a price war amid inflationary pressures.

Disney, Netflix, Amazon Video could soon enter price war, analyst predicts

Disney Just Did Something That Hasn't Happened in More Than 26 Years

AT&T

Shares of streaming companies AT&T, Walt Disney and Roku fall after Netflix issued a weak first-quarter subscriber outlook.

AT&T, Disney and Roku Stocks Slump After Netflix's Weak Subscribers Outlook

Apple

Apple Inc. (NASDAQ: AAPL) and Walt Disney Co (NYSE: DIS) have developed inside bar patterns on the daily chart. An inside bar pattern indicates a period of consolidation and is usually followed by a continuation move in the direction of the current trend.

2 Blue-Chip Stocks Consolidate In A Key Pattern: What Will The Break Bring For Apple And Disney?

Disney's Chief Executive Officer, Bob Chapek, has announced key executive appointments to its Disney Media and Entertainment Distribution segment, which is led by Kareem Daniel as Chairman.

Disney Announces Executives For Its Disney Media And Entertainment Segment

The Walt Disney Company (DIS) has formed a new international content group to produce local and regional content for its streaming service.

Disney (DIS) Reinforces Focus on International Streaming

Disney (DIS) creates the International Content Group to develop and produce a robust portfolio of regional and local content while expanding its DTC business worldwide.

News for Disney Stock (DIS)