UPDATE on Bob Iger’s Number One Priority

How has Disney’s streaming service performed so far in 2025?

As of August 6th, 2025, Disney released its earnings report and held its earnings call for the third quarter of fiscal year 2025. The Company shared many updates on the parks, sports, and more. What we’re really here to look at is Bob Iger’s “number one” priority, and that is Disney+! So, how has it done?

The Walt Disney Company reported earnings for its third fiscal quarter, which ended June 28th, 2025. It doesn’t come as a surprise that overall, Disney+ was a success.

When looking at Disney entertainment, it’s something that draws in a ton of money for the company. Unlike the parks, it draws revenue from anyone anywhere, because you have access to it at home. That being said, it was reported that entertainment has brought in an income of $1 billion, which is a $179 million decrease versus Q3 fiscal 2024.

Entertainment includes traditional TV networks, films, and direct-to-consumer streaming. Despite the overall entertainment decrease, Disney+ did see successes.

Direct-to-Consumer revenue increased 6% and saw 183 million Disney+ and Hulu subscriptions, which was an increase of 2.6 million versus Q2 fiscal 2025. Out of that total, Disney saw 128 million Disney+ subscribers alone, an increase of 1.8 million versus Q2 fiscal 2025. All this led to entertainment being the highest contributing factor to revenue.

Disney doesn’t see the rise slowing down anytime soon. In fact, Disney expects Disney+ and Hulu subscriptions to increase by more than 10 million in comparison to the current period.

With streaming positively impacting the entertainment sector, the entertainment sector took a negative hit with Disney’s traditional TV. The total operating income for the linear networks, including networks like ABC and FX, decreased by 28% to $697 million. Disney did state that the TV business was impacted by a decline in advertising revenue due to lower viewership and rates.

Overall, Disney’s streaming business reported a mostly successful quarter, with subscription increases in both Disney+ and Hulu. CEO Bob Iger recognized the success of the Disney+ Hulu bundle and noted that a unified Disney+ and Hulu streaming app experience will be available next year.

It’ll be interesting to see what the future holds for the streaming platform, but it doesn’t look like it’s slowing down! For more Disney news, make sure to follow us at AllEars.

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