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 Q2 2022

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Earnings data Q1 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.

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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

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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

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Cash from financing

Change in stock

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Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

It has emerged that Disney used unconventional financial terminology to calculate its performance in a flattering business presentation designed to convince stockholders to vote in its favor at its annual meeting today.

Revealed: How Disney's Financial Wizardry Boosted Its Return On Investment

The tussle has been bitter and closely watched, serving as a referendum on Disney's efforts to reinvigorate its film and television franchises, make its streaming business profitable and find partners to help build sports network ESPN's digital future.

Disney, Bob Iger poised to win bitter board fight with billionaire Nelson Peltz

Disney has garnered the support of many of its top investors heading into this week's annual shareholder meeting. Even if activists fall short, they could grow more powerful if Disney stock falls after the current board emerges victorious.

What Happens After Disney's Proxy Battle?

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"The Dow® [adds a stock] if the company has an excellent reputation, demonstrates sustained growth, and is of interest to a large number of investors. Sector representation.is also a consideration.”–Dow Jones & Co. The highest-yield 10 stocks are April's Dogs of the Dow: GS, JNJ, KO, AMGN, CSCO, IBM, CVX, DOW, MMM, and VZ. They only averaged a 3.97% annual yield, as prices. Thirty Dow stocks represent nine of eleven sectors. Dow Jones tracks utilities as a separate index and omits real estate. Broker top-ten target-estimated April net gains ranged from 11.38%-26.62%, topped by BA 3/28/24.

April Dogs Of The Dow: Buy 1, Watch 4

Trian Group put forward Nelson Peltz and Jay Rasulo as board nominees late last year, kicking off a heated proxy battle and arguing they could help "restore the magic."

Elon Musk backs Nelson Peltz in Disney proxy fight: 'His track record is excellent'

Billionaire activist investor Nelson Peltz's high-profile proxy battle against Disney will come to a head Wednesday at the company's annual shareholder meeting, and, though reports suggest Disney likely has the votes to emerge victorious over Peltz, the relative success of his campaign speaks to the long-term headaches felt by Disney investors.

Here's Why Disney Will Likely Win Proxy Fight With Peltz—And Why It Still Has To Worry

"Nelson Peltz should definitely be on the Disney board!" Musk wrote on X before dawn on Wednesday.

Elon Musk sides with Nelson Peltz in his battle against common foe Disney CEO Bob Iger

This post originally appeared in the Insider Today newsletter. You can sign up for Business Insider's daily newsletter here.

Disney proxy battle is about a lot more than just two board seats

The proxy battle between Walt Disney (NYSE: DIS ) CEO Bob Iger and Trian Partners' Nelson Peltz is due to end today once the election for Disney directors is over. Reuters says Iger has the votes to win, while Peltz won the late endorsement of Tesla (NASDAQ: TSLA ) CEO Elon Musk.

DIS Stock: Get Ready for the Final Face-Off Between Bob Iger and Nelson Peltz

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Stock futures fell in premarket trading following a strong employment report that amplified concerns the Fed will delay the interest rate cuts markets have penciled in for June.

Dow Jones Today: Stock Futures Slip Following Private Jobs Data; Disney Meeting in Focus

A multimillion dollar, mud-slinging battle over Walt Disney's future will officially end on Wednesday when the company is expected to announce that shareholders rejected two hedge fund bids to shake up the entertainment giant's board.

Disney poised to claim victory in bitter Peltz board fight

Trian Capital has waged a proxy fight against Disney to land two board seats. Disney shareholders will vote yes or no at Wednesday's board meeting.

Disney shareholders to decide Nelson Peltz's board fate at annual meeting

Elon Musk is backing Nelson Peltz in the proxy battle for the future of Disney.

Elon Musk Backs Nelson Peltz In Disney Proxy Fight After Polls Close

Walt Disney Co has secured enough shareholder votes to defeat a challenge against its board mounted by Nelson Peltz's hedge fund Trian Fund Management, people familiar with the matter said on Tuesday.

Exclusive: Disney prevails over Trian in board fight

The minutes are ticking down to the close of Disney's bitter proxy fight with Nelson Peltz, whose attempt to scale the board is a direct challenge to CEO Bob Iger.

As Disney Proxy Fight Nears End, Succession Saga Will Keep Heat On Bob Iger Regardless Of Shareholder Vote Tally

The entertainment giant's past handling of Iger's succession is a key criticism that Trian Partners has raised in pushing for board seats.

Disney Vote Is a Referendum on Bob Iger's Many CEO Contract Extensions

Walt Disney appeared to pull ahead of activist investors in the battle for board seats and the future of the global entertainment conglomerate, with more than half of all shares voted before the company's annual meeting on Wednesday.

Disney edges ahead in the battle for board seats. Things could still change

Vanguard has voted for Disney management ahead of Wednesday's shareholder meeting, Bloomberg News reported citing people familiar.

Disney's largest shareholder Vanguard reportedly backing management over Peltz in board fight

Nelson Peltz's proxy fight with Disney may hinge on three major investors. BlackRock, Vanguard, and State Street voted against Peltz's firm Trian Partners in a 2015 proxy battle.

Nelson Peltz's Disney proxy fight may hinge on the same investors who doomed his DuPont battle nearly a decade ago

Disney shareholders will vote for the company's board at its annual meeting on Wednesday. The vote will bring to an end a long proxy fight between CEO Bob Iger and Trian's Nelson Peltz.

Disney's fight with Nelson Peltz will come to a head tomorrow. Here's where things stand.

The Disney annual stockholders meeting is coming up, with board seats at stake.

Here's What's at Stake in Disney's Proxy Battle With Nelson Peltz

With Walt Disney Co (NYSE:DIS, ETR:WDP)'s annual shareholder meeting now just one day away, the entertainment company has reportedly taken the lead in its proxy battle with activist investor Nelson Peltz. According to a report from The Wall Street Journal citing anonymous sources, Disney's nominated directors have pulled ahead with more than half of the votes already in.

Disney reportedly ahead of Peltz in proxy fight with more than half the votes cast

With the votes of more than half of all shares counted, Disney has pulled ahead of Trian thanks to the backing of BlackRock and T. Rowe.

Disney pulling ahead of Nelson Peltz's Trian in fierce battle for board seats: report

T The grouse within the Mouse House will come to a head on Wednesday. After months of contention stirred by Disney activist shareholder Nelson Peltz within the media and behind closed doors over the direction of the company, Disney holds its annual shareholder meeting at 11 a.m.

News for Disney Stock (DIS)