The Walt Disney Co. will stop reporting quarterly subscriber numbers and ARPU for its streaming platforms Disney+, Hulu and ESPN+, as it seeks to put more focus on the profitability of its streaming efforts.

The company revealed the change in executive commentary from Disney CEO Bob Iger and CFO Hugh Johnston Wednesday morning.

“We believe quarterly updates on the number of paid subscribers and ARPU have become less meaningful to evaluating the performance of our businesses, and we will no longer report these metrics starting with the first quarter of fiscal 2026 for Disney+ and Hulu and the fourth quarter of fiscal 2025 for ESPN+,” the executives write. “While we will no longer disclose subscribers and ARPU, we will provide information on Entertainment Direct-to-Consumer profitabili

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