Overview
- Subscription analyst Antenna reported Disney+ churn rose to 8% and Hulu to 10% in September, estimating roughly 3 million Disney+ and 4.1 million Hulu cancellations in the U.S.
- Both services also saw higher gross additions, with about 2.18 million new Disney+ sign‑ups and 2.11 million for Hulu that partially offset the cancellations.
- The spike coincided with ABC’s Sept. 17 suspension of Jimmy Kimmel Live! after FCC Chair Brendan Carr’s criticism and affiliate preemptions; ABC reinstated the show on Sept. 23.
- Attribution remains murky because Antenna excludes some wholesale channels, billing timing can lag, and Disney announced price increases on Sept. 23 that took effect Oct. 21; Disney says its internal cancellation figures are lower.
- Disney plans to stop reporting subscriber counts for Disney+, Hulu and ESPN+ beginning with fiscal 2026 disclosures, reducing future visibility into churn and sign‑up trends.