It’s a move that many analysts predicted, yet still could not see coming.
Beginning next year, The Walt Disney Company will merge Hulu with its premier streaming platform Disney+.
That’s not all. Today, the company also revealed it would stop reporting quarterly subscriber numbers for Disney+, Hulu and ESPN+.
CEO Bob Iger and CFO Hugh Johnston unveiled the news in a statement this morning.
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“We believe quarterly updates on the number of paid subscribers and ARPU have become less meaningful to evaluating the performance of our businesses,” they wrote, “We will no longer report these metrics starting with the first quarter of fiscal 2026 for Disney+ and Hulu and the fourth quarter of fiscal 2025 for ESPN+. While we will no longer disclose subscribers and ARPU, we will provide information on Entertainment Direct-to-Consumer profitability.”
They also teased a brand new “app experience” featuring the integration of Disney+ and Hulu later next year.
The company follows Netflix’s lead in not reporting subscriber numbers. Netflix started doing it a few years ago Because it’s not legally required for them to do so, there is the potential for them to lie about their numbers to please investors. But why on Earth would anyone want to do that?!?…
