Latest in Disney Earnings

The beginning of the No-Netflix Era for Disney is officially at hand. Captain Marvel, which comes out March 8, will be the first title held back from Netflix and instead ticketed for Disney+, the high-profile streaming service coming by the end of 2019, CEO Bob Iger confirmed Tuesday. CFO Christine McCarthy estimated…

It’s a pretty big beat, so there are a lot of factors at play lifting shares 3.3% in post-market trading. But consumer products, often an afterthought at Disney, stood out in the last three months of 2014 as merchandise from the animated hit Frozen sold well from Halloween through Christmas. Disney reported net income…

The basic numbers look fine but investors may find reasons to be concerned by Disney‘s unusually complicated report for a quarter that included a writedown for The Lone Ranger and an accounting adjustment that reduced ESPN revenues. The company reported net income of $1.54B, +11.0% vs the period last year, on revenue…

The report isn’t terrible; shares are fairly flat in after-market trading. Still, Disney’s results will raise questions about growth prospects for film and ABC. The company reported net income of $1.85B for fiscal Q3, nearly flat with last year, on revenues of $11.58B, +4.4%. The top line fell short of analyst…

Shares closed at a record $66.07, but are fluctuating up and down after hours following the release of a generally upbeat report for the first three months of 2013. Disney reported net income attributable to shareholders of $1.51B, +32% vs the period last year, on revenues of $10.55B, +10%. The top line beat…

Disney shares fell nearly 6% today, to $47.06, as investors responded to the company’s warning that it likely will report uninspiring earnings for the last three months of 2012. CFO Jay Rasulo says the company will be hit by “few timing and comparability issues” in the quarter — although when it comes to the entire…

The basic numbers look pretty good — Disney says earnings hit a record high –with Parks and Resorts the star operation in the quarter that ended in June. The company reported net income of $2.0B, +22.4% vs the period last year, on revenues of $11.1B, +3.9%. Analysts expected a little more on the top line, about…

UPDATE, 3:35 PM: CEO Bob Iger seemed more relaxed and feistier than usual in today’s earnings call with analysts. He called the ad market “healthy” — with all spots sold out for the upcoming Academy Awards broadcast. He wouldn’t comment on reports about ABC’s talks to create a news channel with Univision, although he…

The company reported net income of $1.1B, up 30% vs the period last year, on revenues of $10.43B, up 7%. That comfortably beat Street forecasts for revenues of $10.36B. Earnings, at 58 cents a share, also topped predictions of 54 cents — and without one-time charges would have hit 59 cents. Disney’s cable channels led…

UPDATE, 3:10 PM: CEO Bob Iger told analysts that Disney hasn’t seen much change in consumer spending plans as a result of the stock market gyrations and recession talk over the last few days. He adds that he doesn’t think that price discounting at the theme parks is “something we’ll have to do quickly.” In the…