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

James Gorman, CEO of Morgan Stanley and soon to be a member of Disney's board of directors, is not fazed by the possibility of the media giant going through a proxy fight.

Disney's Potential Proxy Battle No Issue For Incoming Board Member James Gorman: “That Doesn't Bother Me One Little Bit”

Gorman won praise for managing the CEO succession process at Morgan Stanley.

James Gorman talks Disney succession, proxy fight as he gears up to join board

Disney (DIS) launches Zootopia, the much-anticipated new land based on the Academy Award-winning Walt Disney Animation Studios film.

Disney (DIS) Unveils Zootopia-Inspired Theme Park in China

NEW YORK, Dec 21 (Reuters Breakingviews) - Walt Disney (DIS.N) and Apple (AAPL.O) have a history together. A future partnership could be on the cards too. Disney Chief Executive Bob Iger is seeking a team-mate for sports network ESPN. Apple head Tim Cook is expanding into soccer and baseball coverage for its streaming service. In 2024, Iger could look to Cook for a deal.

Disney's 2024 lifeline leads to Tim Cook

It's the third annual anonymous media predictions list: 13 media, sports and entertainment executives make their best 2024 industry-shaking predictions.

Big M&A and Bob Iger's future: 13 media executives make their anonymous 2024 predictions

American Tower

Intel

AT&T

IBM's turnaround is gaining traction, while Intel's foundry strategy looks like a winner. AT&T and American Tower are growing despite a tough economy, and Disney is adapting to the streaming era.

5 Top Stocks I'm Betting on in 2024

Energy Transfer LP Unit

Altria

Realty Income Corp

Wells Fargo

Exxon Mobil

Unlocking the secrets to long-term financial prosperity lies in strategic investments and the art of dividend stock selection. In the dividend income context, this article delves into seven cornerstone passive income stocks across diverse sectors.

Dividend Goldmine: 7 Essential Stocks to Buy for Sustained Passive Wealth

Disney continues executing Bob Iger's bold strategic turnaround plan, and recent developments suggest that the plan is working. The company has a strong positioning in the streaming industry, which will likely be the main revenue growth driver. The management's strict financial discipline will help improve profitability as the company is already notably ahead of its initial cost-savings targets.

Disney: Stellar Turnaround In Action

Chevron

McDonald's

In the contemporary age, the concept of top Dow stocks to buy seems rather anachronistic. After all, the underlying Dow Jones Industrial Average only covers 30 companies.

3 Dow Stocks You'll Regret Not Buying Soon: December Edition

Comcast

Paramount Global

Warner Bros Discovery Inc

It's human nature to be optimistic entering a new year, but it's hard not to view 2024 as a year of uncertainty for media and telecommunications companies.

Will 2024 bring good tidings to media and telecom companies? That's unlikely

Palantir Technologies

The stock market is on track to end the year on a high note. According to the latest round of Form 13F filings, billionaires can't stop buying shares of three brand-name, fast-paced companies.

3 Growth Stocks Billionaire Money Managers Absolutely Want to Own in 2024

Amazon

The S&P 500 is close to surpassing a high it hasn't seen since July 2022, suggesting a bull market could be around the corner. Meanwhile, Amazon has delivered multiple quarters of growth.

2 Top Stocks to Buy During a Bull Market (and It's Not Even Close)

Netflix

Spotify

The subscription economy is revolutionizing business models, fostering an environment where companies thrive on predictable, high-margin revenues. This innovative approach has seen a meteoric rise in recent years.

3 Stocks to Play the Rise of the Subscription Economy

Calavo Growers

Lyft

Disney is getting back to building, and its streaming business should soon be profitable. Lyft is on the verge of GAAP profitability and introducing new growth drivers.

3 Top Stocks Poised for a Comeback in 2024

Aged corporate raider Nelson Peltz wants two Walt Disney Co. (NYSE: DIS) board of directors seats.

Disney Meets an Enemy

Meta's business has seen a powerful resurgence and still has plenty of room for long-term expansion. A number of catalysts should drive Disney stock higher next year.

2 Stocks Down 15% and 55% to Buy Right Now

Activist investor Nelson Peltz nominated himself and former Walt Disney executive James "Jay" Rasulo to the board of the 100-year-old media company on Thursday, his second attempt this year to gain sway over the firm's strategy.

Activist investor Peltz reignites proxy battle with Disney

A merger of Walt Disney's India business and Reliance's media unit Viacom18 would create an entertainment powerhouse in the world's most populous nation but is likely to face an intense antitrust review.

Reliance and Disney's streaming and TV assets in India

A merger of Walt Disney's India unit and billionaire Mukesh Ambani's media business would create an entertainment powerhouse in India, but lawyers say any deal would draw intense antitrust scrutiny and assets would likely need to be shed.

A Disney-Reliance India entertainment merger may be beset with antitrust headaches

Apple

Blackrock Inc

Brookfield Corp

Home Depot

Magna International

Microsoft

Starbucks

SPDR S&P 500 ETF Trust

Texas Instruments

Visa

My interest rate on my line of credit was around 3%. As interest rates are likely to hit a plateau soon, chances are that it's a good thing to be invested in tech stocks. Home Depot reported declining numbers as revenue was down 3% and EPS was down 10%, but it was in line with management's expectations.

3-2-1, Action! - November Dividend Income Report

Walt Disney Co shares rose as much as 2% on Thursday after Trian Fund Management announced plans to nominate its founder Nelson Peltz and former Disney chief financial officer Jay Rasulo to the entertainment giant's board.  The activist investor reignited its proxy battle with Disney last month, saying it was seeking two board seats following what it called "significant value destruction and missteps" that the board oversaw.

Disney stock higher as activist investor Trian pushes for board seats

The move is the latest twist in a high-profile proxy battle between Peltz's Trian Fund Management and the entertainment giant.

Nelson Peltz to Nominate Himself, Former CFO to Disney's Board

Disney has formally responded to activist shareholder Trian Fund Management's unsolicited nominations of Trian chief Nelson Peltz and former Disney CFO James Rasulo to the media giant's board of directors. The company acknowledged the nominations and also noted that Trian has teamed up with former Marvel Entertainment boss Ike Perlmutter.

Disney Responds To Unsolicited Nominations Of Nelson Peltz And Ex-Disney CFO James Rasulo To Board Of Directors, Defends Existing Board As “Highly Qualified”

News for Disney Stock (DIS)