Great films like Moana 2 They have been a great success for Disney+: in its last earning calls, the Walt Disney company said there were now 126 million Disney Plus subscribers in the second quarter of its financial year 2025, an increase of 1.4 million compared to the first quarter.
These new records mean that the total number of subscribers of Disney+ and Hulu is now more than 180 million, and income has increased by 8%.
Moana 2 He was a great ESO driver: when it came to streamer in March, he broke Disney +’s transmission records. In its first five days of transmission it had 27.3 million visits and became the third animated theater of Disney+of all time. And according to Neilsen, the first Moana It has been the Disney+ film more seen since the service released in 2019.
Of course, there is another key driver of subscriber numbers and income growth: Disney+ account sharing repression, which is now firmly in its place in many key regions and includes Hulu.
While Disney expects the growth of subscribers to decrease, predicting a “modest” increase in Disney+subscribers, since the best climate makes us spend more time outdoors, the Bob Iger CEO is excited about films that reach cinemas and transmission in the year and a bit at the height.
Thunderbolts* is the shape of Disney movies to come
Bob Iger was in a good mood during the earning call, saying that he had “a lot of confidence in our next board.” That board includes 2025’s Lilo and stitch The weekend of the Fallen Day – “I’ve seen the movie several times. I can support all my heart” – Pixar’s Elio, Fantastic fourand the next Tron, zootopia and Avatar cinema.
“And then next year [we have] Avengers, Mandalorian, Toy Story and Moana Live action, “Iger added.” So we have a board in the next year and a half in which I not only have a lot of confidence, but it is as strong as any blackboard I have seen in a long time. “
There was some indication that Disney will be more care with the films and programs he does, with Iger admitting that “we all know that in our zeal we flood our transmission platform with more content … The amount does not necessarily be engendered the quality.”
He added: “And, frankly, we have all admitted to ourselves that we lost a small approach when doing too much.” Iger mentioned Marvel specifically and says they are now consolidating and “Focus[ing] More about your films [which] We believe it will result in better quality. “
Good heavens* It is the first film that comes from that new approach, and Iger says he feels “very good with that.”
That’s not all. Disney predicts the growth of two digits in the income of its entertainment and sports divisions, where ESPN has been making impressive numbers: despite the high costs of buying university football and NFL games, Iger said he plans to advance in the launch of a new ESPN transmission service that combines linear TV programming with ESPN+ “soon” content.
