DIS · 10-Q · 2026Q2 · Full report

Streaming Subscription Growth

Walt Disney Co · 2026-08-05 · Importance 62 · Surprise 58

Entertainment subscription and affiliate fees increased 12% in the quarter and 11% for the nine-month period. Quarterly growth reflected a 4% contribution from the Fubo Transaction, 3% from higher effective rates, 3% from more subscribers and a 1% foreign-exchange benefit. Nine-month growth reflected a 5% contribution from the Fubo Transaction, 4% from higher rates, 2% from subscriber growth and a 1% foreign-exchange benefit. Programming and production costs also increased for streaming services, while technology and distribution costs rose.