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

Iger had previously told CNBC that he had no intention to stay longer than two years in the post after he returned in November.

Disney extends CEO Bob Iger's contract through 2026, two years longer than planned

BURBANK, Calif.--(BUSINESS WIRE)--The Walt Disney Company (NYSE: DIS) Board of Directors announced today that Robert A. Iger has agreed to continue to serve as Chief Executive Officer through December 31, 2026. In voting unanimously to extend Mr. Iger's contract by two years, the independent members of the Board of Directors noted that Iger's extension provides continuity of leadership during the Company's ongoing transformation, and allows more time to execute a transition plan for CEO success.

The Walt Disney Company Board of Directors Extends Robert A. Iger's Contract as CEO Through 2026

It's not just anecdotal anymore: County tourist tax collections show weak travel trends in Florida. There are plenty of reasons for the slowdown, but the park operators have expanded the potential of per-capita revenue in recent years.

Disney World Isn't Dying

NEW YORK , July 12, 2023 /PRNewswire/ -- Pomerantz LLP is investigating claims on behalf of investors of  The Walt Disney Company ("Disney" or the "Company") (NYSE: DIS).   Such investors are advised to contact Robert S.

SHAREHOLDER ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of The Walt Disney Company - DIS

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Wipro Limited Sponsored ADR

Investing in growth stocks is not for the faint of heart. That's particularly true when it comes to acquiring the shares of companies trying to develop a brand new product or service or investing in the names trying to make big comebacks.

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Intel

Johnson & Johnson

The Dow Jones Industrial Average has been one of the world's most-followed stock indexes for well over a century. The Dow Jones is composed of 30 historically profitable, time-tested businesses.

3 Dow Stocks That Are Stand-Out Buys for July (and Beyond)

Walt Disney is exploring options to sell or find a joint venture partner for its India digital and TV business, a source with direct knowledge said on Wednesday.

Disney exploring sale or partners for India business, source says

The Walt Disney Co. DIS, +1.58% is looking at options for its Star India streaming business, including a sale or joint venture, The Wall Street Journal reported Tuesday, citing people familiar with the dealings. Talks are in early stages and it is unclear whether Disney would take action.

Disney looking at ‘options' for streaming business in India: WSJ

The talks are a sign of how Star India's fortunes have changed since Disney's purchase of Fox entertainment assets.

Disney Explores Strategic Options for India Business

BURBANK, Calif.--(BUSINESS WIRE)--Robert A. Iger, Chief Executive Officer, The Walt Disney Company (NYSE: DIS), will appear on CNBC's Squawk Box in an interview with David Faber from Allen & Company's Sun Valley conference on Thursday, July 13, 2023, at approximately 8:00 a.m. ET/ 5:00 a.m. PT. To watch live, please visit CNBC.

Disney CEO Robert A. Iger to Appear on CNBC's Squawk Box From Allen & Company Sun Valley Conference July 13

FOX Business' Stuart Varney discusses how Disney's woke politics, high prices, and fight with Gov. DeSantis has contributed to its sharp decline in attendance.

Stuart Varney: Walt Disney must be turning over in his grave

Dow Jones giants 3M and Disney were early movers Tuesday on new updates from analysts. DIS stock, MMM rise despite price target cuts.

Dow Jones Giants Disney, 3M Climb On Analyst News

“This is shaping up as a difficult period for Disney,” Rosenblatt Securities analyst Barton Crockett wrote in a note to clients Tuesday, as he lowered his price target on the media giant's stock DIS, -0.61% to $111 from $118.

Disney's stock is slumping, but one analyst sees a silver lining

Sonos

Buying stocks trading below their long-term worth is a smart way to avoid the pitfalls of chasing hot stocks. The sum of Walt Disney's parts is worth more than the market is pricing the stock at right now.

2 Bargain Stocks That Are Worth Buying for the Long Term

Moderna

Amazon Prime shopping days are here, and everyone loves good deals, Barron's looked for some in the stock market, and found 15 stocks primed to go higher.

Prime Day for Stocks? Disney, Moderna and 13 More That Look Like Bargains.

The Walt Disney Company, plagued by trouble in its streaming business, TV networks, and studios, now faces problems at its mighty theme parks.

Disney Faces Deepening Trouble

NEW YORK , July 11, 2023 /PRNewswire/ -- The Klein Law Firm announces that a class action complaint has been filed on behalf of shareholders of The Walt Disney Company (NYSE: DIS) alleging that the Company violated federal securities laws. Class Period: December 10, 2020 to November 8, 2022 Lead Plaintiff Deadline: July 11, 2023 No obligation or cost to you.

DIS ALERT: The Klein Law Firm Announces a Lead Plaintiff Deadline of July 11, 2023 in the Class Action Filed on Behalf of The Walt Disney Company Shareholders

Has Disney stock reached a bottom or are things getting worse?

Disney Has a Problem It Hasn't Had in Years

LOS ANGELES--(BUSINESS WIRE)--The Law Offices of Frank R. Cruz reminds investors of the upcoming July 11, 2023 deadline to file a lead plaintiff motion in the class action filed on behalf of investors who acquired The Walt Disney Company (“Disney” or the “Company”) (NYSE: DIS) common stock between December 10, 2020 and November 8, 2022, inclusive (the “Class Period”). If you are a shareholder who suffered a loss, click here to participate. On November 8, 2022, Disney released its fourth quarter.

The Law Offices of Frank R. Cruz Reminds Investors of Looming Deadline in the Class Action Lawsuit Against The Walt Disney Company (DIS)

Touring Plans compiled data comparing the average wait times for rides at the four Walt Disney World parks in Orlando, Fla.

Disney theme parks surprisingly empty this summer as ticket prices remain high

NEW YORK , July 10, 2023 /PRNewswire/ -- Attention The Walt Disney Company ("Disney") (NYSE: DIS) shareholders: The Law Offices of Vincent Wong announce that a class action lawsuit has commenced on behalf of investors who purchased between December 10, 2020 and November 8, 2022. If you suffered a loss on your investment in Disney, contact us about potential recovery by using the link below.

CLASS ACTION ALERT: The Law Offices of Vincent Wong Remind Disney Investors of a Lead Plaintiff Deadline of July 11, 2023

Shorter wait times for rides and more discount offers are signs of thinning crowds at the theme parks.

Disney World Hasn't Felt This Empty in Years

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The beginning of a new month, and a new earnings season gets investors thinking about which stocks to buy. They'll also be thinking about which stocks to sell, which should include these seven blue-chip stocks to sell immediately.

7 Blue-Chip Stocks to Sell Before They Do Your Portfolio In

The Walt Disney Company ESPN streaming idea is a very good one. This idea may spread to other linear divisions or businesses. Management will not just "sit and take it" when a business is declining. Instead, expect management to find a way to change to take advantage of the future.

Disney: Everyone Move Over Because It Is Time To Make Room

The market has rallied since the start of the year, but Disney has been absent from the party. The stock increased less than 3% in the first six months of the year.

News for Disney Stock (DIS)