Disney has decided to cease reporting subscriber numbers for its streaming services in quarterly financial reports, following a similar move by Netflix. CEO Bob Iger and CFO Hugh Johnston stated that subscriber figures are less meaningful in evaluating business performance. In the quarter, Disney reported a total of 183 million subscribers for Disney Plus and Hulu, with 128 million for Disney Plus specifically. Disney also recorded a 6 percent increase in streaming revenue year-on-year and a profit of $346 million, with future reporting shifting focus from subscriber counts to profitability.
Disney has announced that it will stop reporting subscriber numbers for its streaming services in quarterly financial reports, a trend similar to Netflix's recent moves.
CEO Bob Iger and CFO Hugh Johnston indicated that paid subscriber figures have become less meaningful for evaluating business performance and will no longer be reported.
The company reported 2.6 million new Disney Plus and Hulu subscribers, totaling 183 million, while streaming revenue increased by 6 percent year-on-year.
Starting in Q4 2025, Disney will shift its focus from subscriber metrics to overall profitability for its streaming services, including ESPN Plus.
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