Media ❯ Streaming Services ❯ Disney+

Subscriber Growth

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

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.