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

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Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

Dutch Bros

An anticipated return to profitable growth for Walt Disney could spell significant upside for the stock. Dutch Bros' low-market penetration has the makings of a monster winner in the restaurant industry.

A Bull Market Is Here: 2 Top Stocks to Buy Hand Over Fist

Boeing

Salesforce

Cisco Systems

Chevron

Dow Inc

Goldman Sachs

Honeywell

Intel

Johnson & Johnson

JPMorgan Chase & Co

Coca-Cola

NIKE

UnitedHealth Group

Verizon

Walgreens

"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.” – DowJones & Co. The highest-yield 10 stocks are February's Dogs of the Dow: GS, JNJ, KO, CSCO, IBM, CVX, WBA, DOW, VZ, and MMM. They only averaged a 4.19% annual yield, as prices. Thirty Dow stocks represent nine of eleven sectors. DowJones tracks utilities as a separate index and omits real estate. Broker top-ten target-estimated February net-gains ranged 10.99%-23.09%, topped by MMM 2/2/24.

February Dogs Of The Dow: Buy 2, Watch 5

Disney's aggressive capital spending has dug the company a big financial hole. However, management is moving in the right direction to turn its money-losing streaming business around.

Should You Buy Walt Disney Stock While It's Below $100?

Disney reports its fiscal first-quarter results on Feb. 7. With Disney's annual shareholder meeting recently set for Apr. 3, this is the company's best chance at succeeding in its upcoming proxy battle.

3 Dates for Disney Stock Investors to Circle in February

While franchise-rich movies slates are on the docket for 2024 and 2025, Wall Street doesn't foresee ticket sales exceeding $10 billion domestically until 2026.

Wall Street is watching for a $10 billion domestic box office in 2026. Disney could get it there

Walt Disney Co. DIS, +1.05% on Thursday said its board of directors is urging shareholders to “protect their investment and the future of the Company by voting the WHITE proxy card for only Disney's 12 nominees and not the Trian Group or Blackwells nominees.” The latter groups are activist investors who are trying to place representatives on Disney's board.

Disney's board urges shareholders to reject activist investors attempting to join board

BURBANK, Calif.--(BUSINESS WIRE)--The Walt Disney Company (NYSE:DIS) today sent a letter to shareholders outlining the strength of the Board of Directors and its oversight of Disney's strategy and management team as the Company navigates a new era of building that will drive meaningful growth and shareholder value creation well into the future. Disney's Board of Directors urges shareholders to protect their investment and the future of the Company by voting the WHITE proxy card for only Disney'.

The Walt Disney Company Highlights Strength of its Highly Qualified Board and Clear Strategy to Deliver Growth and Shareholder Value

Bob Iger's leadership at Disney has been marked by ambitious acquisitions and a focus on creative storytelling, setting the stage for the company's future growth. Iger's tenure through 2026 is pivotal for Disney as he prepares to rescind the reins of a creatively revitalized and financially streamlined company.

Where Will Walt Disney Stock Be in 3 Years?

Disney's stock is currently 50% below pre-pandemic levels, but fundamental analysis reveals numerous catalysts for growth. The video streaming business, including Disney+ and Hulu, is expected to achieve profitability and international expansion could drive further growth. The "Experiences" segment, including theme parks and resorts, is gaining momentum as international tourism recovers.

Disney: Loads Of Positive Catalysts With Attractive Valuation

Comcast

Warner Bros Discovery Inc

Competition is indeed heating up for streaming players as many households are starting to use Free-ad supported streaming services and the “average viewing time” of paid streaming services is dropping. In October, research firm Kantar reported that, as of the third quarter “Free-ad supported streaming ( FAST ) (was) the fastest growing streaming tier in the U.S., with 47% of U.S. households using a FAST service each week.

3 Streaming Stocks to Sell as Competition Gets Too Hot

Comcast unveiled more details on the new theme park it will open in Orlando next year. Theme parks make up less than 10% of Comcast's revenue, but that should change as it fleshes out its presence in Central Florida with a new park and three new hotels.

Will Disney World Be Ready for Its Top Rival Next Year?

NEW YORK--(BUSINESS WIRE)--To commemorate Groundhog Day, Lay's® and Disney Advertising signed a unique sponsorship deal for eight custom ads, produced by Maximum Effort and KIMMELOT, set to run on ABC on Friday, February 2. Starring actor, Stephen Tobolowsky, who played an iconic character from the 1993 cult classic feature film of the same name, and Artemis Pebdani from “It's Always Sunny in Philadelphia,” the ads, which spotlight eight flavors of Frito-Lay chips, bring viewers into a question.

Lay's® and Disney Celebrate Groundhog Day With First-Ever Daylong Timeloop Ad Takeover on ABC

The Walt Disney Company (NYSE:DIS) investors have again been urged by billionaire activist investor Nelson Peltz's Trian Partners vehicle to vote out two current board directors.  Trian, which built a near-$3 billion stake in the media giant last year as it shares slumped to a decade low, made its request via a proxy filing.

Disney activist Nelson Peltz calls for replacement of two directors

Walt Disney and Mukesh Ambani's Reliance are continuing talks for an India merger, with Reliance likely to take a roughly 51-54% stake in the merged entity, three sources with direct knowledge of the matter told Reuters on Thursday.

Reliance, Bodhi Tree discuss 60% stake in Disney India merger talks - sources

Reliance-backed Viacom18 has reached an agreement to buy 60% of Disney's India unit, WSJ reported Thursday citing unnamed sources, creating a pathway for the Indian conglomerate to form a $10 billion media giant in the South Asian market. The deal, which WSJ says will close this month, values Disney's India unit at $3.

Reliance-backed Viacom18 agrees to buy 60% of Disney's India unit, report says

Viacom18's purchase of 60% of Disney's India business reunites the company with two executives who built it.

Disney's India Unit Takes Valuation Hit in Planned Sale

Nelson Peltz wants Disney shareholders to elect him and former Disney executive Jay Rasulo to the company's board, and today he unveiled the two current directors he'd like unseated to make room.

Nelson Peltz Names Disney Directors He Wants Ousted In Proxy Fight

Nelson Peltz's Trian Fund Management has urged Walt Disney shareholders not to re-elect two board directors at the media conglomerate's annual general meeting, according to a proxy filing on Wednesday.

Peltz's Trian wants Disney shareholders to reject two board directors at AGM

Paramount Global

Hollywood studios may release more mid-budget films in theaters as Wall Street pushes for profitability not subscriber growth.

To stream or not to stream: Hollywood studios could send more films to the big screen as Wall Street pushes for profits

Lockheed Martin

Procter & Gamble

Welcome to the intriguing intersection of dividends and growth, where 2024 unveils a captivating ensemble of seven must-have dividend stocks. Among investment choices, striking the right chord between consistent income and potential growth is a delicate art.

7 Must-Have Dividend Stocks for Consistent Income in 2024

Netflix

Activist investor Nelson Peltz believes Walt Disney can achieve profitability in streaming by bundling its ESPN+ online service with a larger player interested in sports, such as Netflix , Bloomberg News reported on Tuesday, citing people familiar with the matter.

Peltz's plan to fix Disney includes bundling ESPN+ with Netflix - Bloomberg News

Here, we pick two media companies - PARA and DIS - that are likely to pull off a beat this earnings season.

2 Media Stocks Set to Beat Estimates This Earnings Season

Disney hasn't traded at $100 or higher since May 10, 2023. A strong quarterly report next week could change that.

Will Disney Stock Finally Get Back to $100 Next Month?

With the entertainment behemoth Walt Disney Co. (NYSE: DIS) facing continuous challenges over 2023, including job cuts and the decline in the number of its subscribers that exerted downward pressure on its stock, another streaming giant could take its place as the global leader.

This streaming stock could replace Disney as global leader

Six Flags Entertainment Corporation

Six Flags

Can a merger of Six Flags and Cedar Fair give the amusement park operators a boost against much bigger, deeper-pocketed rivals at Disney and Universal?

News for Disney Stock (DIS)