Media ❯ Streaming Services ❯ Disney+

Subscriber Growth

Hulu Revenue per User Direct-to-Consumer Profitability Password Sharing Content Strategy Ad-Supported Models Netflix Competition Market Trends Revenue Trends Programming Mix Direct-to-Consumer Revenue

Disney Sets $24 Billion FY26 Content Budget, Evenly Split Between Sports and Entertainment

Management says spending will rise only in step with streaming revenue to protect margins.