Walt Disney Company (The)
110.24-1.41 (-1.26%)
Oct 29, 4:02:45 PM EDT · NYSE · DIS · USD
Key Stats
Market Cap
198.20BP/E (TTM)
17.28Basic EPS (TTM)
6.38Dividend Yield
0.01%Recent Filings
8-K
Disney extends exec contract
The Walt Disney Company extended Kristina K. Schake's employment as Senior Executive Vice President and Chief Communications Officer through June 30, 2027, effective October 15, 2025. Her annual base salary rose to $875,000, while target bonus and equity incentives stayed unchanged as percentages of base pay. This locks in key communications leadership amid evolving media challenges. Yet, termination provisions tightened.
10-Q
Q3 FY2025 results
Disney's Q3 FY2025 revenues climbed 2% y/y to $23.7B, driven by 8% growth at Experiences from higher park admissions and cruise volumes, while Entertainment edged up 1% on DTC subscription gains but dipped 15% in operating income due to linear network declines. Sports operating income surged 29% y/y to $1.0B, aided by the Star India deconsolidation, yet domestic ESPN faced higher rights costs. Net income attributable to Disney hit $5.3B, up from $2.6B, boosted by a $3.3B non-cash tax benefit from Hulu's ownership shift, with diluted EPS at $2.92 versus $1.43; EPS reconciles to 1,805M diluted shares with no anti-dilution flagged. Cash from operations reached $13.6B YTD, down from $6.0B at FYE on lower taxes, supporting $6.1B capex and $2.5B share repurchases; total debt fell to $42.3B with $12.3B revolver availability and no covenant breaches. Free cash flow not disclosed in the 10-Q. The pending Fubo deal eyes Hulu Live TV synergies, but antitrust suits loom over bundling practices.
8-K
Disney Q3 revenues rise 2%
Disney reported Q3 fiscal 2025 revenues up 2% to $23.7 billion, with total segment operating income rising 8% to $4.6 billion, driven by Experiences' 13% growth to $2.5 billion amid cruise expansions, while Entertainment dipped 15% to $1.0 billion due to the Star India JV and weaker content sales. Direct-to-consumer turned profitable at $346 million, with Disney+ at 128 million subscribers. Adjusted EPS climbed 16% to $1.61. Fiscal 2025 guidance projects 18% adjusted EPS growth to $5.85, but India JV losses loom at $200 million.
8-K
Disney buys out Hulu stake
Disney finalized the purchase of NBCUniversal's 33% stake in Hulu on June 9, 2025, via a completed appraisal process, paying an additional $438.7 million beyond the $8.6 billion already disbursed in December 2023. This resolves a long-standing put/call arrangement, enabling fuller integration of Hulu's content with Disney+ and ESPN's DTC offerings. The deal closes by July 24, 2025. Yet the payment trims Disney's net income.
8-K
Disney Q2 revenues up 7%
The Walt Disney Company reported Q2 fiscal 2025 revenues of $23.6 billion, up 7% from last year, with total segment operating income rising 15% to $4.4 billion. Entertainment surged 61% to $1.3 billion, fueled by direct-to-consumer profitability hitting $336 million and 180.7 million Disney+ and Hulu subscriptions, while Experiences grew 9% to $2.5 billion amid domestic park strength; Sports dipped 12% to $687 million due to higher programming costs and a Venu joint venture write-off. Disney repurchased $1 billion in shares. Fiscal 2025 adjusted EPS guidance stands at $5.75, but macroeconomic uncertainty lingers.
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