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

Intensifying his proxy battle with Walt Disney Co. DIS, +1.28% ahead of its annual shareholders meeting, activist investor Nelson Peltz called for the replacement of Disney Chief Executive Bob Iger, improved streaming margins and a turnaround of its struggling studios. Peltz's Trian Fund Management urged shareholders to add Peltz and former Disney executive Jay Rasulo to the company's board, in a preliminary proxy statement filed with regulators Thursday.

Activist investor Peltz calls for Iger's ouster

Walt Disney Co (NYSE: DIS) is trending up this morning after Nelson Peltz revealed performance targets he'll pursue at the entertainment conglomerate if he's elected to its board.

Nelson Peltz reveals performance targets he'll pursue if elected to Disney's board

Walt Disney stock tested resistance Thursday after Nelson Peltz's Trian Fund targeted Netflix-like margins and other demands.

Disney Stock Edges Up As Proxy Battle Seeks 'Netflix-Like' Margins

Activist investor Trian Fund Management on Thursday pushed in a regulatory filing for election of its nominees to Walt Disney's board of directors, saying fresh perspective can help restore "the magic" to the entertainment company.

Activist investor Peltz seeks 'meaningful change' on Disney board

The proxy battle comes as CEO Bob Iger tries to streamline the sprawling media company to rein in spending and make its Disney+ streaming platform profitable.

Nelson Peltz states his case for joining the Disney board

The Trian Group's Nelson Peltz has formally asked Disney shareholders to elect himself, as well as former Disney executive Jay Rasulo, to the company's board of directors at the annual meeting this spring. The activist investor, who is allied with Ike Perlmutter, holds a war chest of about $3 billion- worth of Disney stock.

Fight On! Nelson Peltz Officially Stands Himself, Former Disney Exec Jay Rasulo For Board Seats

The activist investor's Trian Fund Management lists that goal among others in its preliminary proxy statement for Disney's annual meeting.

Nelson Peltz Calls for Disney to Target 'Netflix-Like' Streaming Margins

Reports of an ESPN and NFL deal could be big news for the future of streaming.

The NFL Could Help Make Disney Even Bigger Than Netflix

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The entertainment giant's slump is due to a structural shift that the CEO can weather but can't change.

Iger's Problem at Disney: Power Has Moved to the Viewers

Disney chief executive Bob Iger raked in upwards of $31 million in compensation in 2023, more than double what he made the year before as the media giant shed thousands of jobs.

Disney CEO Bob Iger pulls in massive pay package

Disney CEO Bob Iger saw his pay hit $31.6 million in 2023, as the company struggles to rebuild itself and fend off activist investor Nelson Peltz.

Disney CEO Bob Iger's pay hits $31.6M as Mouse House struggles to rebuild

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The U.S. Department of Justice prevailed in a lawsuit to stop the merger of two low-cost airlines, while the House of Mouse nominated its slate of 12 candidates for its board of directors.

Federal Judge Blocks JetBlue-Spirit Merger; Disney Names Board Candidates

Walt Disney has nominated its slate of directors and pushed back against attempts by Nelson Peltz to join its board. That was expected but the entertainment company didn't take the opportunity to try and add a more friendly activist to its board.

Disney Rejects Nelson Peltz's Push for Board Seat. There Was a More Surprising Omission.

As Walt Disney Co. (NYSE: DIS) stumbled through a horrible year financially, CEO Bob Iger, who was brought back to fix the company in November 2021, made $31.6 million.

Failing Disney CEO Bob Iger Made $31 Million

The Walt Disney Company (NYSE:DIS) has formally rejected board member candidates put forward by activist investors, including Nelson Peltz. Chief executive Bob Iger wrote that the company had embarked on an “unprecedented transformation” in becoming cost efficient and that he did “not endorse” the nominees in a letter to shareholders on Tuesday.

Disney rejects Peltz and acitivist investor board nominees

Disney directors said Nelson Peltz "had not actually presented a single strategic idea for Disney," and that his experience was not in the media or technology sector.

Disney tells shareholders to reject Nelson Peltz, other activists' nominees to board

Walt Disney Co.'s DIS, +2.99% board on Tuesday nominated a slate of 12 directors that notably left out activist investors from Trian Fund Management (Nelson Peltz, James Rasulo) and Blackwells Group (Craig Hatkoff, Jessica Schell, Leah Solivan), both of which have been highly critical of Disney Chief Executive Robert A. Iger. The company instead unanimously recommended current board members, including: General Motors Co. GM, +0.37% CEO Mary T.

Disney board nominates dozen nominees that does not include activist investors

The rise in Iger's compensation was mainly due to stock awards, the company said in a separate filing.

Walt Disney Nominates 12 to Board of Directors, Says CEO Iger's Compensation Doubled in 2023

Walt Disney said on Tuesday it "does not endorse" the candidates nominated by activist shareholders in a preliminary proxy filed with Securities and Exchange Commission.

Walt Disney makes its case for rejecting activist shareholder

Disney stock rallied Tuesday on reports the NFL is interested in buying a stake in ESPN, and a Disney+, Apple partnership.

Big Day For Disney Stock: Apple, NFL Deal Chatter Sends Shares Into A Buy Zone

BURBANK, Calif.--(BUSINESS WIRE)--The Walt Disney Company (NYSE: DIS) Board of Directors disclosed its recommended slate of 12 nominees for election at the 2024 Annual Meeting of Shareholders in preliminary proxy materials filed today with the Securities and Exchange Commission. The Board has unanimously recommended that shareholders vote for Mary T. Barra, Safra A. Catz, Amy L. Chang, D. Jeremy Darroch, Carolyn N. Everson, Michael B.G. Froman, James P. Gorman, Robert A. Iger, Maria Elena Lagom.

The Walt Disney Company Nominates 12 Directors for Election at Upcoming Annual Meeting of Shareholders

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If an agreement goes through, NFL Media, which includes NFL Network, would fall under the Disney umbrella.

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