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

AT&T

Disney and DirecTV are nearing an agreement to end a blackout, according to people familiar with the matter. The deal could come as soon as Saturday, they said.

DirecTV, Disney near deal to end blackout

24/7 Wall St. Insights Jim Cramer blamed Walt Disney Co.

Jim Cramer Attacks Disney CEO

The Emmy Awards, the highest honors in television, had evolved into an annual battle for bragging rights between two prestige-TV powerhouses - HBO and Netflix . This year, Walt Disney is the company expected to land on top.

Disney TV chief Walden steers company to historic Emmy gains

FuboTV

FuboTV's antitrust trial against the launch of a new sports streaming service by Walt Disney , Fox and Warner Bros Discovery is set to begin on Oct. 6 next year, according to a court filing on Thursday.

FuboTV's antitrust trial against Disney, media giants set to begin in October 2025

Disney chief executive officer Bob Iger has less than two years left on his contract, and speculation is ripe over who will succeed him—for a second time. Four years ago, Iger nominally handed over the company's reigns to Disney Parks and Resorts Chairman Bob Chapek, whose successful tenure in that position included the launch of Shanghai Disneyland and led the unit to impressive increases in operating income.

What Does Disney Need From Its New CEO? Five Things To Look For.

DirecTV said its licensing dispute with Walt Disney is costing its customers, in remarks Thursday at the Goldman Sachs Communacopia + Technology conference.

DirecTV says Disney dispute costing it customers

Ford Motor Company

UPS, Disney, and Ford are trading more than 22% from their 52-week highs and more than 45% below their all-time highs. UPS has turned to layoffs in coping with rising costs and shrinking revenue, but a return to growth is expected in the coming quarters.

3 Magnificent S&P 500 Dividend Stocks Down 45% to Buy and Hold Forever

LOS ANGELES--(BUSINESS WIRE)--Topps announced an expansion of their existing deal with Disney Consumer Products to include global Disney, Pixar and Marvel trading card rights.

Topps Expands Existing Trading Card Deal With Disney Consumer Products to Include Global Disney, Pixar and Marvel Card Rights; Continues Existing Global Star Wars Collaboration

Netflix

Consumers have plenty of options when it comes to streaming platforms. New traffic data could point to one winner and a close second place performer when it comes to the streaming sector.

Netflix Vs. Disney: Internet Traffic Crowns One Streaming Giant, While Both Leave Competitors In The Dust

DirecTV has rejected Walt Disney Co's offer to restore the ABC network to subscribers to watch Tuesday's U.S. presidential debate, which ABC News is hosting.

DirecTV rejects Disney offer to restore ABC for presidential debate

UPDATE. 12:43 PM: There will be no presidential debate on ABC for DirecTV customers tonight. “Unfortunately, DirecTV has rejected our offer,” a Disney spokesperson bluntly told Deadline just now.

DirecTV Rejects Disney Offer To Restore ABC News Tonight Only For POTUS Debate – Update

Alibaba

PayPal

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.

Top 3 Stocks to Secure Strong Returns Through Market Uncertainty

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

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 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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"The Dow® [adds a stock] if the company has an excellent reputation, demonstrates sustained growth, and is of interest to a large number of investors

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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?

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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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