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

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

Legendary investor Warren Buffett advises to be fearful when others are greedy, and be greedy when others are fearful. One way we can try to measure the level of fear in a given stock is through a technical analysis indicator called the Relative Strength Index, or RSI, which measures momentum on a scale of zero to 100.

Relative Strength Alert For Walt Disney

Disney was the top stock in the Dow 30 until May of this year, but now it's trailing all of the major market averages. There are a lot of positive catalysts this summer that could breathe new life into the sluggish investment.

Will Disney Stock Really Lose to the Market for the Fourth Year in a Row?

A visitor to Disney World can pay as little as $89 for a three-day ticket to Hollywood Studios, EPCOT and Animal Kingdom.

Disney tries to win back fans by easing prices on food, rides and hotels

India's antitrust body has asked Reliance Industries and Walt Disney around 100 questions linked to their $8.5 billion India media assets merger, including details on sports rights as it heightens its scrutiny of the deal, two sources told Reuters.

India sends 100 antitrust queries for Reliance, Disney $8.5 bln merger, sources say

Disney's (NYSE: DIS) theme parks are a pillar of its financial health, which shows up in earnings reports.

Disneyland Theme Park Workers Set To Strike Company

Thousands of Disneyland workers have voted to authorise a strike.

Disneyland workers vote for potential strike

Oracle CEO Safra Catz, who began serving on Disney's board of directors in 2018, is exiting her board post. No reason was given for the move, which the company said would result in the board shrinking from 12 members to 11. Directors are elected by shareholders every year at the company's annual meeting.

Disney Board Member Safra Catz Exits; Oracle CEO

BURBANK, Calif.--(BUSINESS WIRE)--The Walt Disney Company (NYSE: DIS) announced today that Safra A. Catz, Chief Executive Officer of Oracle Corp., is departing its Board of Directors after six years of distinguished service. “Throughout her tenure on Disney's Board of Directors, Safra has provided invaluable insight that has helped shape the company's long-term strategic planning amid a rapidly changing technological landscape that affects our businesses,” said Robert A. Iger, Chief Executive O.

The Walt Disney Company Announces Departure of Board Director Safra A. Catz

A Disneyland strike vote is set to take place today as workers at “The Happiest Place On Earth” are seeking better pay from Disney (NYSE: DIS ). The Disneyland strike vote today will determine if workers at the amusement park go on strike to protest current wages.

DIS Stock Fans: A Disneyland Strike Vote Is Happening Today

Disney's stock is below levels it hit back in 2015. The company is in the midst of a turnaround with old CEO Bob Iger back at the helm.

Should You Buy Disney Stock Below $100?

Disney is set to extend its media rights package with the WNBA through ESPN, hoping to boost enthusiasm for women's basketball led by rising star Caitlin Clark. Management has reiterated expectations for the streaming businesses to reach profitability by the end of the year. Despite the high debt load and past underperformance, I see the potential for 40% upside in the stock.

Disney: Caitlin Clark And The WNBA Might Spark Some Disney Magic

BURBANK, Calif.--(BUSINESS WIRE)--The Walt Disney Company (NYSE: DIS) will host a live audio Q&A webcast to discuss fiscal third quarter 2024 financial results beginning at 8:30 a.m. ET / 5:30 a.m. PT on Wednesday, August 7, 2024. Disney will release results and post prepared written management remarks at www.disney.com/investors before the opening of regular trading on August 7, 2024. To listen to the Q&A webcast, please visit www.disney.com/investors. The webcast will be archived. Mat.

The Walt Disney Company Executives to Discuss Fiscal Third Quarter 2024 Financial Results via Q&A Webcast

Alibaba

EPR Properties

Intel

Lithium Americas Corp

Pfizer

Western Union

The stock market has been on a tear lately, but not all stocks are sharing in the gains. A handful of industries and outlier companies are driving the broader market rally, while many other stocks have been left behind.

7 Hated Stocks Set to Make a Major Comeback This Year

AMC Entertainment

AMC Networks

Comcast

Twenty-First Century Fox

Paramount Global

Warner Bros Discovery Inc

Media and entertainment shares are having a great day as are markets with the Dow, S&P and Russell 2000 all decisively on the upswing. Investors are baking in an interest rate cut this fall with some pushing for relief as early as the Federal Reserve's July 31 meeting.

Media Stocks Jump With Broader Market As Interest Rate Relief Seems Certain

NullBulge group said it was leaking files from Disney's internal Slack channel to ‘protect artists' rights'

Hackers claim Disney data theft in protest against AI-generated artwork

Disney DIS 1.85%increase; green up pointing triangle spent years trying to attract new subscribers to its Disney+, Hulu and ESPN+ streaming services. Now it is trying to make sure those customers spend more time glued to the screen.

Inside Disney's Mission to Keep Viewers Glued to Their Screens

Disney has confirmed it is investigating an apparent leak of internal messages by a hacking group that claims to be “protecting artists' rights.” The group, known as Nullbulge, stated it gained access to thousands of communications from Disney employees and downloaded “every file possible.

Disney probes major internal message leak by ‘hacktivist' group Nullbulge

Boeing

NIKE

The Dow Jones Industrial Average hit a new high on Monday. And analysts think you haven't seen the end of the gains — if you look in the right places.

Analysts Say 10 Dow Stocks Will Be The Next Big Winners

Disney has reportedly suffered a hack of its Slack system, with data from thousands of the channels of the company's workplace collaboration system being leaked online.

Report: Disney Data Leaked After Hack of Its Slack System

Ten years after a crippling cyberattack on Sony Pictures, Disney said it's investigating a reported hack of its internal Slack workplace messages by a group calling itself Nullbulge.

Disney Investigating Possibly Major Hack Of Internal Slack Channels

Data from Disney's internal Slack workplace collaboration system have been leaked online, including discussions about ad campaigns, studio technology and interview candidates.

Internal Disney communications leaked online after hack

Disney is the latest big company to have its data leaked online. Hacking group Nullbulge said it published internal Slack information from "almost 10,000 channels.

Disney's internal Slack message data leaked in latest hack

The leaked information includes talks on managing Disney's corporate website, software development, job applicant evaluations among others, with the data spanning back to at least 2019, The Wall Street Journal reported.

Disney's internal communications leaked online after hack: report

Data from Walt Disney's internal Slack workplace collaboration system have been leaked online, including discussions about ad campaigns, studio technology and interview candidates, the Wall Street Journal reported on Monday.

Disney's internal communications leaked online after hack, WSJ reports

Data from Disney's DIS -0.27%decrease; red down pointing triangle internal Slack workplace collaboration system have been leaked online, including discussions about ad campaigns, studio technology and interview candidates, according to files viewed by The Wall Street Journal.

News for Disney Stock (DIS)