"Disney's price increases are working like magic. The Mouse House's streaming business enjoyed record profits in the last three months of 2025, the company reported on Monday. Disney+ and Hulu generated $450 million in operating income last quarter, up 72% from a year earlier, and far above the $352 million it brought in during the prior quarter. Higher subscription fees drove the lion's share of Disney's revenue increase, growing 13%."
"Price hikes are Disney's not-so-secret pixie dust, as the company has raised prices for Disney+, Hulu, or both in each of the past five years, including in October. The ad versions of both Disney+ and Hulu rose $2 to $11.99 a month, while the ad-free version of Disney+ jumped to $18.99, matching the cost of ad-free Hulu. It's a similar story in Disney's experiences division: the company posted record profits last quarter after raising prices in its parks for the fourth straight year."
Disney+ and Hulu generated $450 million in operating income last quarter, up 72% year-over-year and above $352 million in the prior quarter. Higher subscription fees drove most revenue growth while other streaming revenue, including advertising, rose 4%. Disney raised prices for Disney+ and Hulu over the past five years; ad tiers rose to $11.99 and Disney+ ad-free to $18.99. The experiences division posted record profits after raising park prices for the fourth straight year. US streaming viewership has barely grown over four years; planned engagement measures include AI videos, short-form clips, and a redesigned homepage this fall.
Read at Business Insider
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