Disney Q2 earnings, streaming profit + password crackdown + live events
Key Questions
What were Disney's Q2 streaming results?
Disney reported $582 million in streaming profit and 219.8 million subscribers in Q2. Total revenue rose to $25.17 billion from $23.62 billion year-over-year.
What password-sharing measures is Disney implementing?
Disney is cracking down on password sharing alongside planned price hikes. The company continues to promote bundled subscriptions to improve retention.
Will Hulu remain a standalone app?
Hulu will continue as a standalone streaming service and app for now. Disney has no current plans to shut it down despite ongoing integration efforts.
How are Disney+ and Hulu profiles being connected?
Users can now link Hulu profiles directly to Disney+. This feature supports a unified app rollout planned for later in 2026.
What live events will Disney+ and Hulu stream globally?
Disney+ and Hulu will offer global livestreams of Bonnaroo, Lollapalooza, and ACL. These events tie into the unified app rollout expected by the end of 2026.
What is the status of Disney+'s 'Moving' Season 2?
Production has begun on Season 2 of the Korean drama Moving with the core cast returning. The series remains a key title for Disney+ internationally.
What major releases are planned for Disney's 2026 slate?
Avatar is scheduled for June 2026 as part of Disney's theatrical lineup. Additional live-action and animated projects are also in development.
Is Disney considering a super app strategy?
Disney is exploring super app plans that include a new live TV guide. Hulu profile merges are part of efforts to streamline the user experience.
Q2 streaming $582M profit/219.8M subs + hikes and password crackdown. Super app plans, Hulu profile merges, new live TV guide and confirmation Hulu remains standalone app for now. 2026 slate (Avatar June24). Moving S2 production underway. Disney+ + Hulu global livestreams of Bonnaroo, Lollapalooza, ACL tied to unified app rollout. Revenue rose to $25.17B from $23.62B.