The Walt Disney Firm has simply fired off a streaming triple play, revamping Hulu, ESPN and its broader subscriber technique—all in a daring transfer to future-proof its digital empire. In a serious replace to its streaming roadmap, the corporate introduced three massive modifications in its quarterly earnings report yesterday (Aug. 6): the standalone Hulu app within the U.S. is being retired; ESPN’s long-anticipated standalone streaming service is lastly launching; and Disney will cease reporting subscriber numbers for Disney+, Hulu and ESPN+ on a quarterly foundation—mirroring Netflix’s latest choice to do the identical.
The message from Bob Iger & Co. couldn’t be clearer: the principles of the streaming recreation have modified. And similar to that, Disney is beginning to look much less like a legacy media large and extra like a severe contender to Netflix’s streaming dominance. “We have been dropping a billion {dollars} 1 / 4 on that enterprise not way back,” Disney CFO Hugh Johnston instructed CNBC’s Squawk Field yesterday. “We now actually have a stable basis.”
In June, Disney accomplished its acquisition of NBCUniversal’s remaining stake in Hulu. In consequence, the standalone Hulu app will formally be retired within the U.S. in 2026, with Hulu and Disney+ absolutely merged right into a single platform.
That shift aligns with a bigger world rebranding effort. Till now, Hulu content material was solely accessible within the U.S., whereas Disney+ subscribers overseas accessed comparable titles via the “Star” tile throughout the app. The issue? The Star hub additionally included content material unavailable to U.S. viewers, making a fragmented expertise. To unify issues, starting this fall Hulu will change the Star branding on the worldwide Disney+ app. This modification will set up Hulu as Disney’s single world basic leisure model.
However this isn’t nearly simplifying tech; it’s about enhancing person engagement. As Puck’s Julia Alexander, who beforehand labored at Parrot Analytics, identified on X that Disney+ and Hulu’s separate libraries weren’t compelling sufficient to maintain customers coming again to each apps, and a unified platform might change that.
Standalone subscriptions for Disney+ and Hulu will nonetheless be provided, although Disney hasn’t but clarified how they’ll work going ahead. The corporate has additionally entered a three way partnership with Fubo to mix their stay TV streaming choices, together with Hulu + Stay TV.
One other main streaming transfer is ESPN. On Aug. 21, the long-awaited standalone ESPN streaming service will debut, providing one of the vital strong digital sports activities packages for cord-cutters. The brand new ESPN app will launch with two subscription tiers, together with a $29.99/month plan that gives entry to all ESPN linear channels and ESPN+. The platform can even function stay stats, real-time betting integrations, multiview choices and a customized SportsCenter feed (primarily a digital sports activities area)—simply in time for the NFL, school soccer, the US Open and world soccer season.
To drive early adoption, Disney is bundling ESPN, Disney+ and Hulu for $29.99/month in the course of the app’s first yr.
In one more strategic pivot, Disney introduced it is going to cease reporting subscriber numbers for Disney+, Hulu and ESPN+ beginning on this fall. “Subscriber numbers have grow to be much less significant to evaluating the efficiency of our companies,” Iger and Johnston mentioned in ready remarks. As an alternative, Disney will emphasize engagement and profitability as its core metrics.
