Disney to Halt Public Reporting of Subscriber Counts for Disney+, Hulu, and ESPN+

Disney is joining Netflix and others by stopping the public reporting of subscriber numbers for its streaming services, Disney+, Hulu, and ESPN+.

The company announced it will no longer share data on paid subscribers or average revenue per user (ARPU) for these platforms. Disney plans to stop reporting this information for Disney+ and Hulu starting with the first quarter of its fiscal 2026, which covers the last three months of 2025.

For ESPN+, this change will take effect after the September 2025 quarter.

Disney’s CEO Bob Iger and CFO Hugh Johnston explained the decision in their latest quarterly earnings report. They said, “We are focused on managing our businesses to deliver growth in a sustained way, and to align our financial reporting with how we operate.”

They noted that the way they run their business and the streaming market itself have changed since they first began sharing subscriber numbers and ARPU. Because of this, they plan to update their financial reporting to better match how they now operate.

The executives added, “While we will no longer disclose subscribers and ARPU, we will provide information on Entertainment Direct-to-Consumer profitability.” They believe this new approach will reflect the current media landscape better and show how management tracks the success of their strategies.

Looking at recent numbers, Disney’s streaming revenue grew by 6% in the June 2025 quarter, and the streaming segment made a profit of $346 million. By the end of June, Disney+ and Hulu had a combined total of 183 million subscribers. Disney+ alone added 1.8 million new users, bringing its total to 128 million. Hulu gained 800,000 subscribers, reaching 55.5 million in total. Disney had predicted a “modest increase” for Disney+ in that quarter.

For the next quarter (July to September 2025), Disney expects its Disney+ and Hulu subscriptions to rise by over 10 million, largely because of an expanded deal with Charter Communications. The company is also forecasting a “modest increase” in Disney+ subscribers for this period.

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