The Walt Disney Co. will set the report of the quarterly subscribers and the arpu for its streaming platforms Disney+, Hulu and ESPN+in order to focus more on the profitability of their streaming efforts.
And the company will become an app experience with plans for the full integration of Hulu and Disney+ next year.
The company unveiled the changes in the Executive comment of the Disney CEO Bob Iger and the CFO Hugh Johnston on Wednesday morning.
“We believe that quarterly updates about the number of subscribers and the arpu paid for the evaluation of the performance of our companies are less useful, and we will no longer report these metrics from the first quarter of the 2026 financial year for Disney+ and Hulu and the fourth quarter of the 2025 financial year for ESPN+.” While we will no longer disclose subscribers and Arpu, we will be directly available for the entertainment provide consumers.
“We believe that our future reporting will better match changes in the media landscape, the unique nature of our integrated assets, how we operate our companies and how management evaluates the progress and success of our strategic initiatives,” she continued.
The 2026 financial year begins later this year, with the current quarter being the company's financial year.
The change follows a similar step by Netflix, which no longer reported quarterly at the beginning of this year. Netflix said it would continue to provide an update because certain subscribers are hit, and Disney will probably do the same.
Iger and Johnston also revealed that the company with Hulu, which now belongs from Disney, will fully integrate Hulu into Disney+, which culminates in a completely new app experience in 2026.
“You will achieve a much better consumer experience if these apps are combined by combining all program assets of both current apps. With an improved experience of consumers, the ability to lower the emigration is obviously something that we are very, very concentrated and commit to it,” said Iger about the company's income offer. “We will obviously deliver efficiency. If they are together, it will be a tech platform on a Tech stack, for example. We are already selling the advertising together, but this will give our sales organization a chance to pack it much more effectively than before.
In order to be clear, Hulu will not disappear, but Disney's new general entertainment brand becomes and is available in a uniform Disney+ P -app with the independent Hulu -app Sunseting.
The Hulu brand will also replace the Star Tile in Disney+ International Markets.
“Hulu will now become our global general entertainment brand. In autumn it will replace the Star Tile on Disney Plus International,” Iger told investors about the company's profit call. “In the coming months we will implement improvements within the Disney+ app, including exciting new functions and a more personalized homepage, all of which with the Unified Disney+ and Hulu Streaming app experience that will be available to consumers next year.”
“By creating a really differentiated streaming offer, we offer subscribers enormous selection, comfort, quality and improved personalization,” write the managers. “This will improve our ability, profitability and margins in our business with entertainment current systems through expected higher commitment, lower deviations and the advertising revenue potential as well as the operational efficiency, which can lead to savings over time that we can reorganize in the business.”