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.

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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

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Income tax payable

Non-current liabilities

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Stockholders equity

Minority interest

Total liabilities & equity

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Book value per share

Cash from operations

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Purchase/sale of investments

Purchase/sale of business

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Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

Netflix

Paramount Global

Disney+, Paramount+, and other streaming services saw subscriber growth this year, but Wall Street still isn't satisfied.

Hollywood is learning it's hard trying to be Netflix

Disney is planning to freeze hiring and cut some jobs as it strives to move the Disney+ streaming service to profitability against a backdrop of economic uncertainty, according to a memo seen by Reuters on Friday.

Disney plans to freeze hiring and cut jobs, memo shows

Disney's streaming service is turning three, but let's talk about the terrible twos.

Was Disney+ a Big Mistake?

Plus we interview Bernie Marcus, co-founder of The Home Depot, about the retailer's early days and other observations from his book.

The Disney Disappointment

The company is in a transitional period, but patient investors could see significant gains down the road.

Should Investors Buy the Dip On Disney Stock?

Fourth-quarter results disappointed Wall Street, but there are many growth drivers in the works.

Is Now the Right Time to Buy Disney Stock?

The House of Mouse is adding millions of streaming subscribers, but the segment is losing money.

Is Disney Stock a Buy Right Now?

Investment guru Jim Cramer said that Disney CEO Bob Chapek “has to go.” This was immediately after earnings dropped Disney's stock by 13% to a 52-week low.

Disney CEO Chapek To Bleed Disney

Disney CEO Bob Chapek has warned staff members in an internal memo that they should expect to see the company take cost-saving measures, including layoffs and a hiring freeze.

Disney announces upcoming layoffs, hiring freeze to cut costs in internal memo from CEO Bob Chapek: report

Chief Executive Bob Chapek announced company-wide cost-cutting measures and told division leaders that layoffs are likely, according to an internal memo viewed by the Journal. The moves come days after Disney reported lackluster earnings.

Disney to Cut Costs, Says Layoffs Likely

Coinbase

Coinbase, Meta, Disney: Stocks That Defined the Week

Plans include a review of spending at all divisions and follows large losses in its streaming business.

Disney Details Plans for Cost Cuts, Layoffs and Hiring Freeze in Memo

Investors received several pieces of good news on Friday.

Why Disney Stock Rallied Today

CNBC says the move follows the company's disappointing quarterly earnings.

Disney is reportedly planning to pause hiring and make some job cuts, joining other media titans like Netflix and Warner Bros

Walt Disney Co. DIS, +5.03% will tell employees that layoffs are likely as the media and entertainment giant will announce a series of cost-cutting measures, according to a memo to executives from Chief Executive Bob Chapek. Hiring and non-essential work travel across all Disney divisions has been frozen, and an administrative review of recommended spending cuts are to be released, according to the Wall Street Journal, which viewed the memo.

Disney to announce layoffs, cost cutting measures: WSJ

Reeling from a roller coaster stock market and earnings misses, the Walt Disney Company is about to start cutting spending, costs, and staff, CEO Bob Chapek said today.

Disney Plans Layoffs, “Rigorous Review” Of Spending & Hiring Freeze; “Tough & Uncomfortable Decisions” Coming, CEO Bob Chapek Tells Staff

Walt Disney Co is planning to freeze hiring and cut some jobs, as it strives to move the Disney+ streaming service to profitability amid a period of economic uncertainty, according to a memo seen by Reuters on Friday.

Disney plans to freeze hiring, cut some jobs -memo

Disney plans to slow down hiring across its content and distribution division as the company's stock bounces off a new 52-week low.

Disney plans targeted hiring freeze and job cuts, according to memo

The Walt Disney Company has seen a tough end to the fiscal year 2022. Disney's revenues are recovering nicely, yet margins are hurting overall results for years now.

Walt Disney Stock: No Fairy Tale

The biggest problem for investors is near-term uncertainty on streaming profitability.

Why Walt Disney Stock Was Falling This Week

Disney is an iconic company with incredible media assets, but the industrywide fight in the streaming is getting ugly.

Disney is Down 50% From Its High. Time to Buy?

The entertainment powerhouse overestimated the strength of its streaming hand.

Disney+ Isn't Apt to Boost Disney Stock Anytime Soon

While over 60 thousand residents were without power in surrounding Lake and Orange counties this morning, Walt Disney World Resort was left relatively unscathed by the passing of Tropical Storm Nicole overnight. The system dropped 4-5 inches of rain on Orlando, portions of which were flooded six weeks ago by Hurricane Ian.

Disney World Begins Reopening After Tropical Storm Nicole Dumps 5 Inches Of Rain On Orlando

CNBC's Jim Cramer called Bob Chapek's characterization of Disney's dismal earnings "delusional" and called for the CEO to be "fired."

Jim Cramer rips Disney CEO Bob Chapek, says he ‘absolutely' must be fired

Apple

Cricut

Logitech

Sony

Take-Two Interactive Software

Warner Bros Discovery Inc

After splurging on PCs and consumer electronics during the pandemic, people may not have an appetite to buy more devices this holiday season. The post Holiday Season Looking Grim For Consumer Electronics, PC Sales appeared first on Investor's Business Daily.

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