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Disney’s Brand Sags as Reports Cite 1.7 Million Cancellations After Kimmel Suspension

Analysts say Disney’s public sentiment hit multi‑year lows following political and regulatory pressure over Kimmel’s suspension.

Overview

  • ABC returned Jimmy Kimmel to air on September 23, and major affiliate groups Nexstar and Sinclair resumed carriage on September 26 after brief preemptions.
  • Journalist Marisa Kabas reported about 1.7 million paid cancellations across Disney+, Hulu and ESPN during September 17–23, a spike tied to the backlash over the suspension.
  • Jefferies, citing Morning Consult data, found Disney and Disney+ sentiment at multi‑year lows; Disney shares are down roughly 6% over the past month as streaming price increases take effect October 21.
  • Kimmel criticized President Donald Trump on Stephen Colbert’s show and later joked that an FCC shutdown of complaint phone lines meant he could “say whatever we want” on TV.
  • The episode intensified debate over FCC influence after Chair Brendan Carr publicly warned broadcasters, while Jimmy Fallon said he will avoid overt politics and faced online pushback for that stance.