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Disney Plus Revenue and Usage Statistics (2026) - Business of Apps

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Disney first signalled an intention to move into the streaming market in 2016, by acquiring a minority stake in streaming technology developer BAMTech. This became a 75 percent stake the following year. The service is part of Disney’s growing direct-to-consumer business, which also includes ESPN+, Hulu and Hotstar. Anticipation levels were certainly high for the launch, with Disney Plus the top-trending Google search term in the US in 2019. The Star Wars franchise, to which The Mandalorian belongs, was the first major hit for the streaming platform. The entire back catalogue of The Simpsons is also available, and Disney has pulled various TV shows and movies from Netflix and other streaming services. The Mandalorian was the most popular TV show in the US in 2020, with over 14.5 billion minutes watched (BI) Mulan brought in $35.5 million on opening weekend when it debuted on Disney Plus · Disney has said it will spend between $14 to $16 billion on streaming content by 2024. Want to learn more? Check out our Video Streaming App Report · Disney Plus content library contains 7,500 TV episodes and 500 films (Variety)

Disney Streaming Q3 2026 Earnings, Consumer Products Shifts to Studios

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HBO Max to Revamp Harry Potter Film Rewatch Podcast Into Companion Series for New TV Show (EXCLUSIVE) 1 day ago · ‘Zynga Poker’ Teams With Keegan-Michael Key, ‘Righteous Gemstones’ Director Jody Hill for New ‘Inner Winner’ Ad Spots (EXCLUSIVE) 1 day ago ... Disney posted mixed results for the June 2026 quarter, as Disney+ and Hulu continued to boost profits and the theme parks division turning in solid performance. And Disney CEO Josh D’Amaro revealed his latest move to restructure the media conglomerate’s operations: He’s moving most of consumer products out of Disney Experiences and into the entertainment unit. In a letter to shareholders accompanying the earnings results Wednesday, Disney CEO Josh D’Amaro said that starting in the first quarter of fiscal 2027 (which runs October-December 2026) Disney will be moving “much” of its consumer products business results from the experiences segment to the entertainment segment. Wall Street analysts on average forecast earnings per share (EPS) of $1.85 on $25.4 billion in revenue for the three months ended June 30 (Disney’s Q3 of fiscal 2026), according to data provider LSEG. Total segment operating income was up 21% to $5.6 billion. Free cash flow came in at $3.1 billion. Following recent layoffs, D’Amaro noted that Disney remains “highly focused on reducing costs across the enterprise to create incremental capacity to invest for growth and are evaluating a variety of levers, including reductions in labor and SG&A.” The CEO says the company is “mid-stream in this work” and “will provide future updates on our progress.” Overall, Disney’s entertainment segment (which includes film and TV studios and networks as well as the streaming business) revenue was up 6% to $11.3 billion for the quarter. The division continued to receive a boost from the acquisition of a large stake in Fubo last fall, which it combined with the Hulu live TV business.

Disney Accelerates Streaming Growth With AI and Unified Platforms ...

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Streaming Profitability Driven By Platform Optimization: Disney highlighted that its streaming business has shifted from heavy losses to positive margins, with a stated goal of reaching a 10% margin in fiscal 2026. Hugh Johnston noted that the company delivered “12% revenue growth and about a little over 50% earnings growth” in streaming during the quarter. Unified App Experiences as A Core Priority: The company is actively investing in technology to deliver a single, integrated Disney+ and Hulu experience while still allowing standalone subscriptions. Bob Iger said the integrated Disney+/Hulu offering has already “resulted in a reduction in churn,” with similar benefits seen in ESPN bundles. Management indicated that a fully unified app experience is targeted for later in calendar 2026. The Walt Disney Company (NYSE:DIS) reported a strong start to fiscal 2026, citing momentum across its entertainment, streaming, sports, and experiences businesses. On Tuesday, the company also announced that Josh D’Amaro, currently chairman of Disney Experiences, will succeed Bob Iger as CEO in March 2026.

Disney Leaders Talk Streaming Strategy and Growth Drivers: Sports, ...

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So diehard sports fans know and love ESPN and have forever, that will never change. We will never stop serving the diehard, loyal sports fan because that’s our base,” Teague said during the session moderated by Joe Earley, Co-President of Direct to Consumer for Disney Entertainment. “But two trends are happening. Disney’s push into the booming vertical media space — aka microdramas and other shortform clips designed to be viewed on mobile phones — was discussed in detail during a session with Eric Schrier, Disney’s president of Direct-to-Consumer International Originals, Strategic Programming and Emerging Media, and Erin Teague, who is executive VP of Product Management for Disney Entertainment and ESPN. Earley also moderated a session on Disney+’s international content strategy for local-language production with Schrier and Carol Choi, Disney Asia Pacific’s executive VP of Integrated Marketing & APAC Original Strategy. Korea and Japan are prime areas of focus for Disney+ and local-language production.

Q1 2026 streaming trends: Disney+ and Apple TV+ rise

www.contentgrip.com

Mid-tier platforms gain momentum as consolidation looms in the US streaming market The latest JustWatch data for Q1 2026 paints a familiar but shifting picture of the US streaming landscape. Netflix and Prime Video still hold the top spots, but their dominance is no longer as comfortable as it once was. This article explores how mid-tier platforms like Disney+ and Apple TV+ are closing the gap, what’s driving these shifts, and why a potential Paramount+ and HBO Max merger could significantly reshape the competitive landscape for marketers and media strategists. According to JustWatch’s latest report, based on over 35 million streaming interactions in the US, the top players remain unchanged but their positions are tightening. ... The key shift is not who is leading, but how quickly the gap is shrinking. Netflix lost 1 percentage point this quarter, while Prime Video dropped 4 points. Meanwhile, Apple TV+ gained 4 points and Disney+ added 2 points, signaling momentum among challengers. The growth story in Q1 2026 belongs to the mid-tier platforms. This would immediately position the merged entity as a top-tier competitor, rivaling Disney+ and closing in on Prime Video. For the industry, this signals potential consolidation as a path to scale. For marketers, it introduces a new media buying dynamic, where fewer but larger platforms could control more audience attention. The Q1 2026 data is not just a snapshot of entertainment trends.

Streaming Price Increases 2026: Is 'Streamflation' at Breaking Point?

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The pace of the industry’s relentless price hikes will have to cool off at some point. U.S. households spend an average of $69 a month on streaming services, according to Deloitte’s 2026 digital media trends report. The average price of ad-free streaming services increased 54% from 2021 to 2025, according to research firm Forrester. That’s well over the estimated 16% cumulative U.S. inflation rate over that period, per Bureau of Labor Statistics data. And the hikes keep coming. Apple TV and NBCUniversal’s Peacock raised rates in August, the fourth time each has done so in four years. Disney’s ESPN Unlimited service will be 7% more expensive, effective Sept. That has helped it retain more cost-conscious customers. Most of its rivals also offer lower-priced ad plans, with Apple TV the only big service that remains ad-free. But Netflix has already twice raised the price of the ads plan in the U.S., from $6.99 a month four years ago to $7.99 in 2025 and $8.99 in 2026. But the steady drumbeat of higher rates threatens to pinch Americans’ wallets and may spur them to scrap less-watched services, says Mike Proulx, VP and research director at Forrester. “Consumers are fed up with streaming price hikes,” he says.