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S&P 5006,412.08+0.62%
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← CII Learn · Corporate Strategy

Portfolio Strategy

Disney’s Entertainment, Sports & Experiences

Use Disney’s FY2024 reporting to learn segment analysis, portfolio roles, streaming economics and reconciliation discipline. Fiscal year ended September 28, 2024 and September 30, 2023; USD millions unless stated. Figures follow Disney’s FY2024 10-K and earnings release. Segment measures reflect management’s definitions; eliminations and corporate items prevent simple aggregation to net income. Subscriber exercises are labeled hypothetical.

What you will learn

  • Read a segment table without double counting.
  • Calculate segment growth and margins.
  • Explain why revenue scale and profit contribution differ.
  • Distinguish company-adjusted segment income from consolidated measures.
  • Design a portfolio decision with strategic and financial guardrails.

Syllabus

  1. 1Start with the reporting perimeter11 min
  2. 2Compare segment scale and profit11 min
  3. 3Analyze streaming improvement11 min
  4. 4Understand content accounting11 min
  5. 5Reconcile segment income to consolidated profit11 min
  6. 6Build a portfolio allocation memo11 min
  7. CBusiness case: Business case0 min