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

Apple

iShares Russell 2000 ETF

The Santa Claus rally suggests higher prices are coming for equities. Here are three stocks to buy for traders to ride the ramp.

3 Santa Claus Rally Stocks to Buy

Shares of several companies in the entertainment sector, including The Walt Disney Co (NYSE:DIS), are trading higher amid an overall market rebound as stocks rise following Monday's weakness. Stocks traded lower Monday amid increasing COVID-19 omicron variant uncertainty.

Why Disney Shares Are Rising Today

The Walt Disney Co (NYSE: DIS) Chair and former CEO Bob Iger began thinking about stepping down as CEO after feeling he was becoming too dismissive of other people's opinions, CNBC reports. Iger, 70, is leaving Disney after running the company from 2005 - 2020.

Disney Chair Discusses Exit Plans, Strategic Acquisitions

YouTube TV seems to have acquiesced, but bigger and more developed cable TV providers aren't in the same boat.

One of These Days, a Cable Company Isn't Going to Flinch at Disney's Hardballing

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Disney Chairman Bob Iger explained why he's finally leaving Disney and how he convinced Steve Jobs, George Lucas and others to sell Disney their prized assets.

Disney Chairman Bob Iger explains why he's leaving the company and how he acquired Pixar, LucasFilm and Marvel

Bob Iger says the acquisition of Pixar is his 'proudest decision' because it led to the revitalization of Disney animation and the Marvel and Lucasfilm deals.

Bob Iger says Pixar was 'probably the best' acquisition he made during his tenure with Disney

In order to hit lofty subscriber goals, Disney+ needs "more content for more people," said former Walt Disney CEO Bob Iger.

Bob Iger says Disney+ needs 'more content for more people,' but company is addressing the gap

One of the ARK Invest exchange-traded funds run by ETF star Cathie Wood sold over 90,000 shares of Walt Disney Co.

Cathie Wood's ARK Invest Sold Nearly $14 Million Worth of Disney Stock

The stock tanked in November. What should you do in December?

Is Disney Stock a Buy This Month?

Cathie Wood reduced its stake in Walt Disney Co (NYSE: DIS) on a day the media and entertainment company's stock fell on fears related to the fast-spreading Omicron variant.  The popular money managing firm sold 93,598 shares — estimated to be worth $13.7 million — in the entertainment company's stock that owns Disney parks and resorts and other properties.

Cathie Wood Reduces Disney Stake By 25% On Monday Amid Omicron Concerns

Costco

These two companies have demonstrated the pricing power necessary to protect profits during inflationary cycles.

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Disney may not profit from ticket sales of the Sony-produced Spiderman film, but the House of Mouse stands to gain from merchandise sales.

Disney (DIS) Could See Big Profits From Spiderman Merchandise

A Bank of America (NYSE:BAC) analyst has reiterated a Buy rating and a $191 price objective for the Walt Disney Co. (NYSE:DIS), citing perceived disappointments in the company's theatrical releases while expressing optimism for its Disney+ streaming service and near-future attendance at its theme parks. On The Small Screen: In a new paper, BofA research analyst Jessica Reif Ehrlich stated Disney “remains well positioned for the recovery, driven by a continued increase in capacity at theme parks and an improving content slate in 2HFY22.

Is Now The Right Time To Buy Disney? Why BofA Analyst Says Stock Is Heading Higher

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Alibaba Group Holdings, Ltd (NYSE:BABA), Walt Disney Co (NYSE:DIS) and Tilray, Inc (NASDAQ:TLRY) are all trading higher in strong downtrends. A downtrend occurs when a stock consistently makes a series of lower lows and lower highs on the chart.

Alibaba, Disney, Tilray Stocks Continue To Feed The Bears: When Will A Reversal Come?

Alphabet

After a brief blackout that began on Friday night, ABC, ESPN and several other Disney-owned channels will return to YouTube TV after the Google-owned company and Disney reached a carriage agreement on Sunday afternoon.

Disney-Owned Channels Return To YouTube TV After Brief A Blackout

The world's most-visited theme park resort is bracing for a seasonal surge in visitors, and some long overdue attractions are returning.

A Lot Is Changing at Disney World This Week

If you use YouTube TV, you have access to Disney content like National Geographic, ESPN, ABC and FX again.

YouTube TV reaches deal with Disney to restore ESPN, ABC and FX channels

YouTube TV viewers lost access to Disney programming briefly after the two sides failed to resolve a carriage dispute, but it has now been restored.

YouTube TV Reaches Agreement to Keep Disney (DIS) Channels

The media bellwether and tech giant come to terms to keep Disney channels on the leading live TV streaming service.

Disney and YouTube TV Play Nice -- Just in Time

Disney (DIS) renews content distribution agreement with YouTube, returning access to the former's content after a two-day blackout.

Disney (DIS) Renews Distribution Deal With Google-Owned YouTube

Last week, YouTube warned customers they may lose access to Disney-owned channels on its YouTube TV streaming service by the end of the week if the two companies couldn't come to a new carriage agreement. As of Friday, negotiations fell through and YouTube TV alerted customers it would have to drop Disney channels from its […]

YouTube TV settles its contract dispute with Disney, credits customers $15

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Every year, the major Wall Street firms we cover here at 24/7 Wall St. come out with their lists of stocks that they feel will be the top performers for the coming year.

BofA Securities Out With Its 11 Top Stock Picks for 2022

Disney and Google have come to an arrangement to restore ABC, National Geographic, ESPN and other Disney channels to Youtube TV after a two-day blackout due to a disagreement over carriage fees.

News for Disney Stock (DIS)