Disney may not report subscriber numbers for Disney+ and Hulu in its quarterly earnings reports any longer, but there’s still plenty to be gleaned from the information that the company does share regarding the streaming side of its worldwide entertainment business. In the quarter ending on June 30, 2026, Disney reports its streaming revenues rose once again, and company executives are now pondering moving some streaming content in front of the paywall to bring even more customers into its streaming ecosystem.

In the earnings report for its third fiscal quarter, Disney’s streaming revenue rose 11% to $5.53 billion. Operating income from the entertainment streaming segment more than doubled year-over-year to $712 million, and overall subscription revenue grew 15% to $4.7 billion.

The strong numbers mark another excellent quarter for Disney’s entertainment streamers; in the January through March quarter, Disney+ and Hulu posted operating income of $582 million. The company made another major move in integrating Disney+ and Hulu in May, when it began allowing Disney Bundle customers to link their Hulu profiles to the Disney+ app.

During his conference call to discuss the company’s quarterly results, new Disney CEO Josh D’Amaro revealed that the launch of new free ad-supported streaming TV (FAST) channels is under consideration. Such channels would serve as a “funnel” to help push new subscribers to Disney+ and Hulu.

“We see it as a way to expand our reach to a customer segment that’s more price sensitive, and expanding our reach is, as we’ve talked about before, one of our strategic priorities,” D’Amaro said. “A free offering could help us drive top-of-funnel Disney+ subscriber growth. So nothing specific to announce today, but definitely something that we’re considering.”

Disney+ isn’t the only streamer thinking along these lines. Netflix is reportedly considering adding “live” streaming channels similar to Disney+’s Streams to its app, and Peacock launched a lower-priced Select tier with no sports and a limited library in 2025. Whether or not customers on either the free or paid side of the Disney streaming wall will be able to enjoy new Marvel TV shows is a question that The Streamable’s Matt Tamanini has recently been thinking a lot about.

D’Amaro also hinted that other upgrades to Disney+ were on the way, including “games, merchandise, and other experiences while offering increased personalization, exclusivity and benefits for subscribers.” The CEO appears off and running in his tenure as Disney’s top executive, as the company’s streaming segment is continuing to post strong results.