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 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

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

None of the problems that have plagued Disney (NYSE: DIS ) for several years appears to have eased recently. Meanwhile, CEO Bob Iger's efforts to right the ship will not move the needle sufficiently to boost DIS stock, and the firm is facing significant new challenges while its valuation remains elevated.

Bob Iger Can't Save Disney. Sell DIS Stock Now.

After a brief hiatus, Nelson Peltz of Trian Fund Management renewed his proxy fight with Disney. The activist investor is seeking multiple board seats, including one for Peltz, according to reports.

Can Nelson Peltz Help Bob Iger Make Disney Stock Magical Again?

Disney is the world's leading entertainment business with a massive portfolio of iconic original IP content. The company has a diverse set of revenue streams and a strong economic moat, providing stability and potential for future profitability. Disney's DTC business is making solid strides towards profitability with Q1 2024 expected as a turning point for the firm.

Disney: The Deep-Value Play Of 2023

The activist adds shares, while the company plans changes to ESPN, Hulu and its streaming business.

Why Nelson Peltz Grew Impatient With Disney's Turnaround Efforts

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The Writers Guild of America has officially ratified its new three-year contract with Hollywood studios.

Hollywood writers ratify new contract with studios

Activist investor Nelson Peltz is seeking "multiple" seats on Disney's board, according to reports. Peltz's Trian Fund Management reportedly owns a roughly $2.5 billion stake in Disney.

Disney facing activist investor Nelson Peltz again

As the linear television ecosystem crumbles, does the National Football League need to consider a dramatic move to ensure it has ample viewers in the future?

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Activist investor Nelson Peltz has reportedly upped his stake in Disney. This means pressure is on for CEO Bob Iger to turn the company's stock around.

The pressure just got stronger for Bob Iger to carve up Disney

Disney (NYSE: DIS ) may be headed for a turnaround in the coming months. The past two quarters have been difficult for the entertainment giant, which has primarily trended downward.

Nelson Peltz vs. Bob Iger: Who Can Save Disney (DIS) Stock?

Trian Fund Management's Nelson Peltz is reportedly back for another proxy battle at Disney. Peltz has increased his stake substantially in recent months, but it's still less than 2% of the total shares outstanding.

Is Disney Ready for Another Proxy Battle?

Walt Disney Co (NYSE: DIS) is in focus this morning following a report that Nelson Peltz has increased his stake in the entertainment conglomerate. Peltz now has an over $2.5 billion stake in Disney The activist investor has bought another 30 million shares plus of the mass media company.

Nelson Peltz is seeking board seats at Disney again

The shares of Walt Disney Co (NYSE:DIS) are up 1% at $83.79 at last check, following news that Trian Fund Management, which is owned by activist investor Nelson Peltz, increased its stake in the entertainment name to $2.5 billion.

Walt Disney Stock Pops on Higher Nelson Peltz Stake

Activist investor Nelson Peltz, who dropped his long battle with Disney in February, has amassed a large stake in the media giant and is said to be seeking board seats.

Another Headache For Disney: Activist Investor Nelson Peltz Is Back And Said To Be Seeking Board Seats – Report

Nelson Peltz's activist firm Trian has upped its stake in Disney, and plans to push for multiple board seats, according to people familiar with the matter.

Nelson Peltz increases Disney stake, reignites potential proxy battle

Nelson Peltz, the billionaire founding partner behind Trian Fund Management, reportedly wants multiple board seats at Walt Disney -- including one for himself -- after his fund upped its stake in the media giant.

Billionaire Nelson Peltz renews push for seats on Disney board as stock slumps

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In the volatile stock market landscape, investors often seek guidance from the most successful figures in the industry. Warren Buffett, often called the Oracle of Omaha, is undeniably one of our time's most revered and accomplished investors.

Channeling Warren Buffett: 3 Stocks the Oracle of Omaha Would Snap Up Today

The Walt Disney Company (NYSE:DIS) is expected to come under pressure to grant board seats to Nelson Peltz's Trian Fund Management after the activist investor amassed a $2.5 billion stake in the company, according to a report in the Wall Street Journal. Trian has taken advantage of weakness in Disney's share price this year to buy additional stock, taking its stake to more than 30 million shares from roughly 6.4 million at the end of March, the WSJ reported.

Disney board seat back in the sights of activist investor Nelson Peltz - report

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Royal Caribbean Cruises

We are very close to 2024 and before we embark on the new year, we have the holiday season. This is typically when consumer spending is at its highest, and the economy sees a strong recovery.

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The activist investor is making a second push for a seat on the company's board after his Trian Fund Management increased its holding to more than $2.5 billion.

Disney Again In Sights of Activist Peltz as He Ups Stake

Activist investor Nelson Peltz's Trian Fund Management is reportedly expected to push for several board seats at Walt Disney Co., whose share have been under pressure from Hollywood strikes and struggles for its streaming businesses.

Disney faces pressure for more board seats from activist Nelson Peltz: report

Activist investor Nelson Peltz is planning a new board challenge at Walt Disney less than 10 months after the home of Mickey Mouse laid out plans that addressed his criticism.

Activist Peltz wants 'multiple' seats at Disney, owns $2.5 bln stake in Mouse House

The activist's Trian Fund Management has accumulated stake worth more than $2.5 billion to become one of the entertainment giant's top holders.

Nelson Peltz Boosts Stake, Seeks Board Seats at Disney

Disney became a bloated media company, which left it vulnerable to failure. It is realizing it can't rely on box office success or Disney+ for near-term growth.

My Top Dow Stock to Buy in October (and It's Not Even Close)

Asia's richest person, Mukesh Ambani, was also previously reported as being involved in asset-sale talks with Disney.

Indian Billionaires Adani And Maran Reportedly Involved In Acquiring Disney's India-Based Assets

Walt Disney Co. has its challenges — but it's also “the only credible” challenger to Netflix Inc., and that's one reason Bernstein recommends buying the stock.

News for Disney Stock (DIS)