Overview

• Antenna reported U.S. monthly churn rising to about 8% for Disney+ and 10% for Hulu in September, up from roughly 4–5% in August.
• The firm estimated approximately 3.0 million Disney+ cancellations and 4.1 million Hulu cancellations for the month, more than double recent averages.
• The spike lined up with ABC’s four-weekday suspension of Jimmy Kimmel’s show following a Sept. 15 on-air comment, alongside social-media calls to cancel; Howard Stern said he dropped Disney+ in protest.
• Disney declined to comment on the figures, and Antenna did not assign a specific cause as other streamers also saw smaller churn increases and Disney had price hikes scheduled.
• The impact may be hard to spot immediately due to billing cycles, and Disney plans to cease reporting Disney+ and Hulu subscriber totals starting in its first quarter of 2026.