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 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

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Cash from financing

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Cash from other sources

Net change in cash

Free cash flow

James Gorman, the former Morgan Stanley CEO who joined Disney's board earlier this year in a signal to investors about the company's succession process, has been named chairman. He will succeed Mark Parker on January 2, 2025. Parker is leaving the board after serving on it for nine years.

Disney Names James Gorman Chairman Of The Board

Disney announced shakeups to its top leadership positions Monday, tapping veteran banker James Gorman as the chairman of its board and indicating it expects to name a successor to its 73-year-old famed CEO Bob Iger by 2026.

Disney Will Name Bob Iger CEO Replacement In 2026, Taps Banker James Gorman As Chairman

Gorman pledged on Monday that finding a successor to CEO Bob Iger is a "critical priority."

Disney names ex-Morgan Stanley CEO James Gorman its next chairman of the board

The entertainment giant names James P. Gorman as chairman, effective early next year.

Disney to Name CEO Iger Successor in Early 2026

Walt Disney said on Monday it has named James Gorman as chairman of the board, effective Jan. 2, replacing Mark Parker, who is leaving the company after nine years.

Disney names James Gorman as new chairman, to announce next CEO in early 2026

Disney will name a successor to CEO Bob Iger in early 2026, the company said in a statement. Former Morgan Stanley CEO James Gorman will replace Nike Executive Chairman Mark Parker as chairman in January.

Disney will name Bob Iger's replacement in early 2026; James Gorman to become board chair next year

BURBANK, Calif.--(BUSINESS WIRE)--The Walt Disney Company (NYSE: DIS) Board of Directors (the “Board”) has named James P. Gorman as Chairman of the Board, effective January 2, 2025. He will succeed Mark G. Parker, who is departing the Disney Board on January 2 after nine years of service. Gorman is Executive Chairman of Morgan Stanley and, as previously announced, will be stepping down from that role on December 31, 2024. He is currently Chair of the Disney Board's Succession Planning Committee.

The Walt Disney Company Board Names James P. Gorman as Chairman, Effective January 2, 2025

The House of Mouse is recovering aggressively from the devastations caused by the pandemic.

Is Disney an Undervalued Growth Stock to Buy?

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Famed investor Jim Cramer has expressed interest in buying more shares of Walt Disney Co. if its stock price drops below the $90 mark. Despite a challenging year for Disney investors since April, Cramer remains optimistic about the company's future, citing potential rate cuts as a key factor that could boost consumer-facing businesses like Disney.

Jim Cramer eyes Disney stock below $90, predicts 35% upside potential

Companies want to extract every dollar they can from customers, say experts. But many consumers welcome the opportunity to feel like big shots.

Disney will now charge up to $449 extra for front-of-line access. Why this VIP-ification is now common in America.

Disney World and Disneyland introduce a new premium-priced ticket.

Disney Shareholders Will Love This New Theme Park Ticket

TOKYO--(BUSINESS WIRE)-- #Disney--GungHo celebrates 1 million downloads of Disney Pixel RPG with various bonuses and rewards for the users.

Disney Pixel RPG Topped 1 Million Downloads Worldwide in just 7 Days Since Launch!

A new cake shop coming to Disney's Florida theme park is being criticized for its high prices, with fans calling the cost of food items "obscene" and "offensive."

Disney fans blast 'obscene' prices at new cake shop: 'Shockingly offensive'

Disney (DIS) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

Will Disney (DIS) Beat Estimates Again in Its Next Earnings Report?

When Hurricane Milton hit Orlando, all its major theme parks closed, including Universal Orlando, Busch Gardens, and LEGO Florida.

Disney Revenue Hurt By $200 Million From Hurricane Milton.

Disney's original theme park resort announced higher ticket prices this week. It's not as bad as you think.

Did Disneyland Go Too Far This Time?

American Airlines

Allstate

Delta Air Lines

Everest Group Ltd

JetBlue Airways

Southwest Airlines

Progressive

United Continental Hlds

Insurance companies such as Allstate, Progressive and Everest Group, had seen stocks plummet in anticipation of Milton. Airlines have canceled flights, and Disney and Universal have shut Florida theme parks.

Hurricane Milton Hits Florida. What It Means for Airlines, Theme Park Stocks.

Walt Disney World said on Wednesday its theme park in Florida would remain closed on Thursday, joining other major Orlando attractions preparing for Hurricane Milton, which is expected to make landfall in the state on Thursday.

Disney World to close Orlando theme park as Hurricane Milton looms

Weekends and holidays, which are the highest volume days, will be hiked 6.2% from $194 to $206 a day effective immediately.

Disney abruptly hikes pass and ticket prices at two theme parks

Despite an elevated valuation and competitive pressure, DIS' iconic brand and revitalized theme parks and cruise business make the stock worth a watch.

Is Disney Stock a Buy, Sell or Hold at a P/S Multiple of 1.77X?

Disneyland has decided to raise the price of its non-entry-level tickets by $7 to $12. Additionally, the price of the park's annual pass will increase by up to $125, according to an announcement made by the Walt Disney Co. (NYSE: DIS) on Wednesday.

Disneyland raises prices, but Hurricane Milton poses headwind for earnings

Disney has raised ticket prices for its two Southern California theme parks by approximately 6% on its most popular days. The lowest-tier ticket remains at $104, but other single-day, single-park tickets, and multi-day park combination tickets will see a rise of 5.9% to 6.5%.

Disney Increases Ticket Prices for Popular Days at California Parks

Walt Disney (DIS) closed the most recent trading day at $92.51, moving +0.13% from the previous trading session.

News for Disney Stock (DIS)