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

Disney stock is down over 50% since its 2021 highs. Is DIS stock a buy now?

Disney Stock Is at a 9-Year Low. Is This a Screaming Buy or a Trap?

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Disney's strong parks business and improved streaming services should drive growth. Target's inventory woes are in the past and profitability is trending up.

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Amazon

Amazon.com Inc (NASDAQ:AMZN) is in talks with The Walt Disney Company (NYSE:DIS) to develop an ESPN streaming service and potentially take a small stake in the cable sports network, according to a report from The Information which cited people with knowledge of the matter. The report said that ESPN and its majority owner Disney are still determining an appropriate price for the new service.

Amazon and Disney in talks for ESPN streaming service

The Walt Disney Co ( DIS , Financial) is nearly 30% down in the past year, with several issues keep on pressuring the company, including a Q3 earnings report that revealed fewer Disney+ subscribers amid escalating competition.

Does Disney Have Value at 9-Year Low?

Disney At A 9-year Low, Should You Buy?

The Walt Disney Company (NYSE:DIS) shares are trading at about a nine-year low as investors remain skeptical over returning CEO Bob Iger's turnaround plan for the company.   Since Iger's return to the top job on November 20, 2022, Disney's market capitalization has shed about $15 billion.

Disney stock hits nine-year low as investors question CEO's turnaround plan

Walt Disney Co. (NYSE: DIS) stock fell to 2014 levels.

Disney Is Destroyed

The shares of Walt Disney (NYSE: DIS) continue to decline, making an almost 18% drop in six months. This shouldn't come as a surprise after the recent controversies, such as partnering with a male influencer dressed as Minnie Mouse on TikTok who angered parents on social media, as well as replacing the Seven Dwarfs from the classic fairytale ‘Snow White' in an upcoming remake with a mix of non-Dwarf characters.

Disney stock crash as DIS shares hit lowest closing price in 9 years

Berkshire Hathaway has generated fortunes for its long-term investors, and it's likely to continue to do so for decades to come. Walt Disney's shareholders have many ways to profit.

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ESPN is considering charging between $20 and $35 amonth for the new streaming service, which could make it the most expensive streaming service in the US, the report added.

Disney, Amazon reportedly in talks about ESPN streaming partnership

Amazon.com is in early talks with Walt Disney Co about working on the streaming version of ESPN it is developing, while possibly also taking a minority stake in the sports network, the Information reported on Thursday, citing people familiar with the matter.

Amazon in talks with Disney about ESPN streaming partnership - The Information

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Winners and losers emerge from every earnings season. And this year's second quarter has been no different.

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Shares of Walt Disney fell 3.9% on Thursday, closing at their lowest level in nearly nine years, with some investors betting that a further price drop is on the cards in the next few months.

Disney closes at lowest in nearly nine years as investors turn bearish

Shares of Walt Disney Co. DIS, -2.35% are flirting with what could become their lowest close since 2014. The stock was off 2.2%, trading at $83.95 in Thursday morning action, and thus on pace to finish lower than it did Dec. 28, 2022, when it ended the session at $84.17.

Disney's stock flirting with lowest close in nearly 9 years

Disney grapples with declining streaming subscriptions and attendance at its amusement parks, leading to a complex market scenario. CEO Bob Iger has highlighted the company's unprecedented transformation revolving around creativity and efficiency.

Does Disney's Streaming and Attendance Slip Offer a Buy-the-Dip Scenario?

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When it comes to finding Wall Street's favorite stocks, investors would do well to look at analysts' ratings. Analyst ratings can have a strong influence on the direction of a stock.

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Disney's latest quarterly results showed that it's making progress, but work remains. Consumers are focusing on necessities over discretionary items -- a challenge for Target.

Better Buy: Disney vs. Target

For Walt Disney Co. NYSE: DIS shareholders, their brokerage statements haven't exactly been the happiest place on earth. The stock has lagged the S&P 500 for the past 10 years, although it's certainly grown earnings and had numerous business successes during that time.

Disney's Big Breakup? Wall Street, Iger Ponder A Magical Split

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Walt Disney, Netflix and their fellow movie-and-TV companies have released the terms of their latest contract offer to striking writers. The Writers Guild of America has dismissed the offer and criticized its release.

Disney, Netflix Make Latest Offer to Striking Writers. It's Not Going Down Well.

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DraftKings is a dominant player in the betting market, but its status faces a test with the emergence of ESPN Bet from Penn Entertainment. Strong revenue growth, efficient customer acquisition, and enhanced customer experience contribute to DraftKings' positive growth trajectory.

Can DraftKings Maintain Its Super Status After the ESPN Bet Announcement?

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This is a somewhat perilous time to be long U.S. stocks. While the economy is rapidly growing and inflation is dropping, the market seems to be on the verge of a meaningful correction.

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The dilemma currently facing Disney is eerily reminiscent of the troubles that have been plaguing Bud Light this year. What is the company thinking as it plots a woke-apalooza remake?

Disney's Bud Light problem is all over plans for a new remake

Disney has extended Iger's second CEO run -- a sign of the challenges it faces. Its content has underwhelmed lately even as Disney+ ups its subscription fees.

Where Will Walt Disney Be in 3 Years?

The Disney+ recovery is happening ahead of schedule, and the media giant now expects to exceed its initial companywide cost savings goal. Disney movies and its theme parks are holding up better than worrywarts are saying.

News for Disney Stock (DIS)