Disney Inc.


SKU: DIS-1-2-1 Category:


The Walt Disney Company delivered mixed results in the quarter, with revenues well below analyst expectations, but managed an earnings beat. The company made significant management adjustments and productivity enhancements to develop a more economical, coordinated, and streamlined approach to operations. Disney+ core subscribers increased during the quarter, with foreign growth more than balancing small domestic net losses. Disney+ Hotstar subscribers fell this quarter as they shifted their product from being centered on the IPL to be more balanced with other sports and entertainment offers. The number of subscribers to Hulu and ESPN+ was comparable to Q2. In Disney entertainment studios, the company is concentrating on enhancing the caliber of its movies and achieving better economics, lowering both the quantity and price of the titles the team distributes. Additionally, despite navigating the natural economic cycles, their Parks and Experience segment had an amazing run and may continue to be a key growth engine for the firm. Third-quarter revenue and operating income growth were robust, particularly for their Cruise Line. In addition to their Cruise Line, outstanding performance at their overseas parks drove strong segment results for the quarter, and they also experienced ongoing momentum at Disneyland Resort.

Our Report Structure:

⦁ Company Overview
⦁ Investment Thesis
⦁ Key Drivers
⦁ Historical Quarterly Statement Analysis – Income Statement & Cash Flows
⦁ Historical Quarterly Balance Sheet Analysis
⦁ Historical Annual Financial Statement Analysis
⦁ Analysis Of Key Financial Ratios
⦁ Financial Forecasts For 3 Years
⦁ Forecasting The Capital Structure & Net Debt
⦁ Discounted Cash Flow Valuation
⦁ Trading Multiples
⦁ Key Risks
⦁ Disclosures

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