Cancellations of #PayTV subscription plans with #Disney, #Hulu & #ESPN shot up 436% late last month as conservative corporate appeasers #Indefinately suspended late night host #JimmyKimmel for commenting on Amurica's latest fascination with deifying the #RWNJ rhetoric of #CharlieKirk .
The 1.7 million #customers that reached out to cancel their autobilled plans will deprive the network of at least $25 million a month in fees, and while some say harrumph, that is barely 1% of Disney's global numbers, trust me, any TV network that loses over a million #viewers in a day has something to worry about. Basic math reveals that by the end of this year, that #cancelled #subscription #revenue adds up quick, and will total at least $100 million in dough that Disney is not laughing about collecting anymore in #fiscal 2026.
Disney's numbers in the #streaming game were not looking particularly good to begin with, and at the peak of their subscription #viewership with over 235 million subscriptions worldwide back in 2022, shortly after the launch of its streaming service #DisneyPlus, the company still had quarterly losses of $1.5 Billion... Shortly after trying a big discount to lure new subscribers, Disney then announced in 2023 that there was over 4 million #cancellations of its streaming services when price rose. It was noted that despite having high launch numbers, they still made less than half as much money per subscriber as #Netflix who averaged $10.80 in revenue per subscriber at that time.
In their last earnings report (before cutting off this particular data stream to investors), Disney published that their #ARPU had grown ( avg revenue per user) in US to around $8 per user. Overall ARPU remains flat or has shrunk due to, as one Disney exec said during Q2 earnings, “lower advertising revenue.”
According to reporter Marisa Kabas, founder of The Handbasket, cancellations spiked between Sept. 17 and 23 across Disney+, Hulu and ESPN. Kabas wrote, “Disney saw more than 1.7 million total paid streaming cancellations during the week of 9/17/2025-9/23/2025 at Disney+, Hulu and ESPN.”
Kabas added that the figure represented a 436% increase compared with usual losses during the same period. Disney was also preparing a subscription price increase, which was only formally announced shortly after Kimmel’s reinstatement. Her source suggested that Disney rushed the show’s return to soften the fallout ahead of the programming #pricehikes.
Though the Kimmel show is now back on air, it is reportedly uncertain how many of those cancelled subscribers will actually return.
https://www.ndtvprofit.com/world/disney-loses-17-million-streaming-subscribers-after-jimmy-kimmel-suspension-report
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