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

DIS stock dips are still buying opportunities. The overall market poses a threat into early 2022 but eventually it will be in the front.

Why Disney Still Belongs in the Lead Pack on Wall Street

Comcast

Comcast's (CMCSA) content carriage agreement renewal with Disney along with a line-up for strong content is expected to boost paid subscribers.

Comcast (CMCSA) Disney Renews Content Carriage Agreement

The House of Mouse has a plan to fuel its growth.

Disney Is Doubling Down on This Critical Spending Category

On Tuesday, Walt Disney Co. (NYSE:DIS) shares declined by nearly 3% despite agreeing to a renewal of channel carriage deal with Comcast Corp (NASDAQ:CMCSA). The stock has now plunged more than 18% over the last two weeks, pushing it to new 12-month lows.

Is it time to invest in Disney stock as shares plunge to new 12-month lows?

Two major "frenemies" in the streaming wars strike a deal that kicks open conflict a little further down the road.

Comcast, Disney Resolve Impasse, Strike Content Deal

Shares of Walt Disney Co (NYSE: DIS) are trading at a 52-week low on Tuesday. While it surely is enticing for investors to buy it this low, the looming concerns related to Omicron dictate its theme parks could take another hit in the coming months.

Disney stock at a 52-week low: buy the dip or sell the rip?

A wave of negativity has hit Disney stock over the past few weeks post earnings. Fears of the new Covid variant (Omicron) has put further pressure on the stock.

Disney Could Be A Huge Winner In 2022

PHILADELPHIA & BURBANK, Calif.--(BUSINESS WIRE)--Comcast and The Walt Disney Company announced today the companies have renewed their content carriage agreement and will continue to make Disney's robust lineup of sports, news, kids, family and general entertainment programming available to Xfinity TV customers. Additionally, Comcast will distribute the ACC Network to its Xfinity customers, allowing fans and followers of the Atlantic Coast Conference to access the multiplatform network in the co

Comcast and The Walt Disney Company Announce Content Carriage Agreement

Kroger

Instead of spending on items for consumption, consider buying these three stocks. Your future self will thank you.

3 Stocks to Put on Your Holiday Wish List

Loop Capital analyst Alan Gould lowered the price target on The Walt Disney Co (NYSE:DIS) to $190 from $205, implying a 28.5% upside, but reiterated a Buy.  The company disclosed a much more significant planned increase in content spend than previously anticipated, which should pressure Disney+ profits over the next couple of years and help the company hit its 230 million – 260 million subscriber target.

Loop Capital Slashes Disney Price Target By 7.3%; Remains Bullish

Walt Disney Co (NYSE: DIS) shares have lagged the S&P 500 in 2021, generating a year-to-date loss of 18.5%. Disney stock has had a wild ride in recent years, but investors may be wondering whether there's any value in Disney shares after the recent pullback.

Is Walt Disney's Stock Overvalued Or Undervalued?

Walt Disney Co (NYSE:DIS) is trading lower Monday amid increasing COVID-19 omicron variant concerns. The pullback is a buying opportunity, according to Jim Cramer.

Why Jim Cramer Is Buying More Disney Stock Today

Our discipline — which is what we rely on to keep us level headed and unemotional — dictates that we step in and add to our position.

Cramer's Investing Club: We're looking long term and buying more Disney on the dip

Coppersteel Holdco Inc

SeaWorld Entertainment

Six Flags

Regional amusement park operators and national theme park chains sold off on Friday as fears of a new COVID-19 variant began to spread.

Are Theme Park Stocks Tall Enough to Ride the Omicron Wave?

Slowing subscriber growth in its streaming business disappointed Wall Street.

Why Disney Stock Dropped After Q4 Earnings

Adyen NV

eBay

eBay 6 % Notes 2016-1.2.56 Global

Honeywell

Mastercard

PayPal

Raytheon Technologies

Block

STORE Capital

Texas Instruments

Visa

COVID Omicron has recently burst onto the scene by way of the variant discovered by South African doctors. This has caused a rush by countries to reimplement travel restrictions.

New COVID Crash? Get Your Shopping List Ready

ViacomCBS

ViacomCBS' (VIAC) acquisition of Fox TeleColombia and Estudios TeleMexico will help it cater to higher demand for Spanish content in Latin America.

ViacomCBS (VIAC) Buys Majority Stake in Disney Properties

Disney said it plans to amp up what it spends on new movies and shows next year as it looks to unseat the world's largest streaming service, Netflix.

Disney to spend $33B next year on new shows, outspending Netflix

Carnival

Marriott

Norwegian Cruise Line

Royal Caribbean Cruises

More bad news for an already-crushed industry is making investors wonder how much more these companies can take.

Will a New COVID-19 Variant Sink These Long-Struggling Stocks for Good?

Here's a look at Disney's latest plan to add millions of new subscribers.

Can a New Bundle Help Disney+ Keep Growing?

Cisco Systems

Intel

This coming new digital world will need things like content and data processing that a range of tech and media stalwarts can provide.

How Disney, Intel, and Other Old Reliables Stand to Gain From the Metaverse

Box office analysts are optimistic that more families will head to movie theaters this Thanksgiving since some kids have received Covid vaccinations.

Disney's 'Encanto' and the launch of vaccines for kids raise Thanksgiving box office hopes

Netflix

Apple

FuboTV

Roku

AT&T

Invest in pure-play streaming stocks or those exposed to the channel, as users spend more time online to consume content. The post 7 Streaming Stocks to Tune Into After Netflix Struck Gold With Squid Game appeared first on InvestorPlace.

7 Streaming Stocks to Tune Into After Netflix Struck Gold With Squid Game

Walt Disney World announced today that it is pausing new annual pass sales for certain levels of its annual pass program.

News for Disney Stock (DIS)