Great films like Moana 2 were a great success for Disney +: in its latest call for results, the Walt Disney Company said that there were now 126 million Disney subscribers in the second quarter of its 2025 financial year, an increase of 1.4 million compared to the first quarter.
These new registrations mean that the total number of Disney + and Hulu subscribers is now more than 180 million, and income has increased by 8%.
Moana 2 was a big driver of this: as far as streamer is concerned in March, he broke the Disney +streaming records. During his first five days in streaming, he had 27.3 million views and became the first first first animated theatrical of Disney + of all time. And according to Neilsen, the first Moana was the most watched Disney + film since the service launch in 2019.
Of course, there is another key engine of subscribers and income growth: the repression of the sharing of the Disney +account, which is now firmly in place in many key regions, and includes Hulu.
While Disney expects the growth of subscribers to slow down, predicting a “modest” increase in Disney +subscribers, because a better time gives us more time outside, the CEO Bob Iger is enthusiastic about theaters and streaming in the year and a bit.
Thunderbolts * is the form of Disney films to come
Bob Iger was in a bullish mood when the results call, saying that he had “a lot of confidence in our next slate”. This slate includes 2025 Lilo & Stitch Memorial Day weekend – “I saw the film several times. I can approve it with all my heart” – Pixar Elio,, Fantastic Fourand the next Tron, Zootopia And Avatar movies.
“And then next year [we have] Avengers, Mandalorian, Toy Story And Moana Live action, “added Iger.” So, we have a slate in the next and a half year in which I have not only had much confidence, but it is as strong as all slate that I have seen for a long time. “”
There was an indication that Disney was going to pay more attention to the films and that it is, Iger admitting that “we all know that in our zeal to flood our streaming platform with more content …. quantity does not necessarily generate quality”.
He added: “And frankly, we all admitted ourselves that we have lost a little concentration by doing too much”. Iger has mentioned Marvel specifically and says they consolidate now and “concentrate[ing] More about their films [which] We believe that we will lead to better quality. “”
Thunderbolts * is the first film coming from this new orientation, and Iger says that it feels “very well on this subject”.
That’s not all. Disney predicts two -figure growth in revenues from its entertainment and sport divisions, where ESPN has made impressive figures: despite high costs by buying university football games and NFL, Iger said that predicts the launch of a new ESPN streaming service which combines linear television programming with ESPN + “soon” content.
