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

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When people observe the track records of Wall Street titans like Warren Buffett, who hold stocks through any storm and always come out ahead, they often miss the bigger picture. The big picture in this case is that these investors find companies with relatively attractive risk-to-reward ratios and a fundamental belief that there is an upside in the near future for these stocks.

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Disney said its parks and experiences segment felt pressure due to lower consumer demand and inflation in its Q3 2024 earnings.

Why a Disney vacation may have gotten too pricey for the average American family

AT&T

Millions of DirecTV customers lost Disney networks, including pay-TV networks like ESPN and FX, last week amid a battle over contract bundling and fees. The blackout left customers without access to the U.S. Open and the debut of college football this season — and now could mean they won't be able to see the NFL's opening "Monday Night Football" game

DirecTV customers will likely miss 'Monday Night Football' NFL game as carriage fight with Disney continues

More than 11 million DirecTV subscribers are likely to miss out on ESPN's telecast of the season's first “Monday Night Football” game as a contract dispute between the satellite broadcaster and Disney DIS 0.45%increase; green up pointing triangle enters its second week.

Fight With Disney Risks ‘Monday Night Football' for DirecTV Subscribers

Just before the start of Monday Night Football, tensions in the ongoing contract battle between cable provider DirecTV and the Walt Disney Company have ratcheted up another notch, and a resolution is not yet in sight—meaning that millions of Americans may be unable to watch tonight's game.

DirecTV and Disney's public squabble intensifies as Monday Night Football is set to air on ESPN and ABC

DIS' iconic brand and revitalized theme parks and cruise business make the stock worth a watch amid streaming wars and high valuation in fiscal 2024.

Will Parks & Cruises Lift Disney After 22% Stock Decline in 6 Months?

Disney (DIS) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.

Here is What to Know Beyond Why The Walt Disney Company (DIS) is a Trending Stock

Disney is trading lower for the sixth month in a row. There are some near-term challenges for its legacy networks, upcoming sports programming bundle, and theme-park turnstile clicks.

Can Disney Stock Avoid Falling for the Sixth Month in a Row?

24/7 Wall St. Insights Walt Disney Co. (NYSE: DIS) remains one of the great stock market wrecks in recent corporate history.

Disney Remains a Horrible Wreck

Walt Disney Co (NYSE:DIS, ETR:WDP) has been accused of negotiating in bad faith over American football broadcasting deals with DirectTV. Broadcaster DirecTV (NASDAQ:DTV) filed a complaint with America's Federal Communications Commission (FCC) on Saturday after a spat with Disney saw the streaming giant's channels pulled from its network earlier this month.

Disney hit with DirecTV legal complaint over football blackout

As Disney‘s networks remain dark, DirecTV has accused the company of negotiating in bad faith amid carriage renewal talks. After DirecTV filed a complaint Saturday with the Federal Communications Commission, a Disney spokesperson tells Deadline that this is a common tactic DirecTV has used in previous negotiations.

DirectTV Accuses Disney Of Bad Faith Negotiations In FCC Complaint As Carriage Dispute Drags On

Sports will play a bigger role in Disney's future than you might think.

The Biggest Reason to Love Disney Stock Today

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Disney (DIS) reported earnings 30 days ago. What's next for the stock?

Why Is Disney (DIS) Up 3.1% Since Last Earnings Report?

Visa

Since its inception in May 1896, the Dow Jones has evolved from an index of 12 predominantly industrial stocks to one that now houses 30 diverse multinational companies. Although the Dow's 30 components are time-tested, their outlooks can vary significantly.

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Stolen data included sales and revenue figures from its Genie+ theme park passes and the Disney+ streaming service, it was reported.

Leaked Disney data includes secrets on Disney+, ESPN+ and Genie theme park passes: report

Data leaked from a hack on the Walt Disney Company (DIS) earlier this summer contained theme park revenue and more specific streaming revenue information than the company typically releases to investors, the Wall Street Journal reported.

Disney Leak Reportedly Reveals Data on Theme Park, Streaming Revenue

Details about what was contained in a major Disney data leak from earlier this summer have been revealed by The Wall Street Journal, and include guests and staff information.

Disney leak included personal information for some cruise line workers: report

Data from Walt Disney that was leaked online this summer included financial and strategy information, as well as personally identifiable information of some staff and customers, the Wall Street Journal reported on Thursday.

Leaked Disney data reveals financial and strategy secrets, WSJ reports

Passport numbers for a group of Disney DIS 0.13%increase; green up pointing triangle cruise line workers. Disney+ streaming revenue.

Leaked Disney Data Reveals Financial and Strategy Secrets

What began as routine haggling over the rates satellite TV provider DirecTV would pay to distribute Walt Disney's television networks is turning into a referendum on the future of bundled programming, executives and experts said.

Disney, DirecTV battle to reshape TV bundling

The contract dispute could prevent DirecTV subscribers from watching US Open tennis or Monday Night Football.

Disney Pulls ESPN, ABC and More Channels From DirecTV. Everything You Need to Know

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NVIDIA Corporation NVDA's second-quarter report was viewed of the most important earnings prints in recent memory and a gauge for how the overall stock market could perform going forward.

Nvidia Stock Loses The Value Of McDonald's, Disney, Coinbase Combined Since Q2 Earnings: AI Darling's Decline Continues Tuesday

Netflix

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Bango PLC (AIM:BGO, OTCQX:BGOPF) has reached an agreement with Walt Disney Co (NYSE:DIS, ETR:WDP) to offer telecom operators and other service providers Disney+ through its proprietary Digital Vending Machine. Through the agreement, Bango will make Disney+ available in selected markets to sell alongside mobile phone, broadband and other packages.

News for Disney Stock (DIS)