The Disney Vault is getting some new entries locked away.
Today, during its third-quarter earnings call, Disney made several major announcements, including revealing that its Hulu app would be “fully integrated” into Disney+.
Plus, the company will stop reporting subscriber numbers and average revenue per unit (ARPU) for its streaming services, including Disney+, Hulu, and ESPN+.
Regarding the single Hulu app, CEO Bob Iger noted, “This will create an impressive package of entertainment, pairing the highest caliber brands and franchises, great general entertainment, kids programming, news, and industry-leading live sports content all in a single app.”
Iger noted the single app would also provide more advertiser opportunities, as the organization has the “chance to package” its properties “far more effectively.”
In addition, the CEO said the company will have a stronger bundle package with the release of its new ESPN direct-to-consumer app, which debuts on Aug. 21. Bundling for the ESPN, Disney+, and Hulu will include a launch price of $29.99/month for the first 12 months.
“I think you end up with a proposition from, not only a consumer perspective but also from our perspective, that’s far better than what we’ve had before,” Iger said.
Hulu will also replace the Star tile on Disney+ internationally, becoming a general entertainment brand.
Beyond the phasing out of the Hulu app, the company is also changing how it reports subscriber numbers, with Iger and CEO Hugh Johnston noting in executive commentary that “quarterly updates on the number of paid subscribers and ARPU have become less meaningful to evaluating the performance of our businesses.”
For Disney+ and Hulu, these changes apply to the first quarter of its fiscal 2026, a.k.a. the end of 2025, and the fourth quarter of fiscal 2025 for ESPN+. Moving forward, the executives said they’d provide information on entertainment direct-to-consumer profitability.
The move follows Netflix, which ditched reporting on subscriber numbers earlier in the year.
