Disney posts strong streaming numbers in latest quarterly report
Disney posts strong streaming numbers in latest quarterly report
Disney’s newest earnings report reveals the company is continuing to see strong results from its streaming segment.
Things are done a little differently at Disney these days. The company still reports its earnings every quarter, but those reports now include far fewer details regarding the company’s streaming operations. Nevertheless, the numbers Disney did opt to share in its earnings report for its second fiscal quarter of 2026 show its streamers had a strong three months.
Key Details:
- Major jump: Operating income from Disney’s entertainment streamers rose 88% during the quarter.
- Streaming first: Disney now generates more entertainment subscription and affiliate fees and advertising revenue from subscription streaming than it does from linear TV.
- Let’s try it: Disney+ launched its first vertical video feed in March.
Although Disney no longer reports subscriber numbers or revenue details the way it used to in its quarterly earnings statements, the company offered plenty of streaming information nuggets. Disney’s Entertainment streaming division, including Disney+ and Hulu, posted operating income 88% higher than the year-ago quarter, reaching $582 million. In Disney’s first fiscal quarter, streaming revenue hit $450 million from Disney+ and Hulu.
Disney says that subscriber gains and a wave of price increases have helped it bring in so much new revenue. According to the company, entertainment subscriptions, affiliate fees, and advertising revenues are currently higher from its streaming operation than they are from linear TV.
Sports streaming is also helping Disney add to its coffers. The new ESPN direct-to-consumer service is generating more revenue from digital subscribers than it lost, thanks to declines in traditional TV customers during the quarter, according to Disney. If the company can continue generating more revenue from its digital platforms than it does from linear channels, it will be well-positioned to compete in the media space in the coming years.
In its earnings report, Disney says that it wants to build Disney+ “beyond a premium streaming video service.” It points to the launch of vertical video scrolls called Verts in March as one step in this direction, and says it is “encouraged by the momentum” of the feature.
Disney isn’t saying how many streaming subscribers it now has, and is keeping many of the revenue details for its streaming services to itself these days. But new company CEO Josh D’Amaro has to be thrilled with the details of the company’s first quarterly earnings report since he took over the top chair.
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Disney+
Disney+ is a video streaming service with over 13,000 series and films from Disney, Pixar, Marvel, Star Wars, National Geographic, The Muppets, and more. It is available in 61 countries and 21 languages. It is notable for its popular original series like “The Mandalorian,” “Ms. Marvel,” “Loki,” “Obi-Wan Kenobi,” and “Andor.”
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Hulu
Hulu is a video streaming service that gives access to thousands of full seasons of exclusive series, hit movies, kids shows, and Hulu Originals like “Only Murders in the Building,” and “The Handmaid's Tale.”
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ESPN Unlimited
ESPN launched its highly anticipated direct-to-consumer streaming service on August 21, 2025. For the first time, this service gives sports fans access to its full lineup of linear channels without a traditional cable or satellite subscription.
