Disney · growth
Disney Raises Ad-Free Disney+ and Hulu Bundle to $21.99
Disney’s ad-free Disney+/Hulu bundle is now $21.99 a month, up $2 from $19.99, giving the company more subscription revenue per customer who stays on the plan.
Has the $21.99 bundle price taken effect?
Yes. Hulu’s U.S. plan page currently lists the Disney+/Hulu Premium bundle at $21.99 a month.
Orbitrum Investor Impact
How broad is Disney’s streaming price increase?
The ad-supported Disney+/Hulu bundle remains $12.99, while standalone ad-free Disney+ and Hulu plans each rise to $21.49 a month.
Why does the price increase matter for Disney’s streaming business?
Higher pricing can lift subscription revenue without requiring more subscribers; Disney said fiscal Q3 2026 Entertainment SVOD subscription revenue rose 15% year over year, driven by both rate and volume.
Could the increase improve Disney’s streaming profitability?
It could if subscriber retention holds. Disney reported a 13% Entertainment SVOD operating margin in fiscal Q3 2026.
What should Disney investors watch next?
Watch churn and retention after the increase; Disney said Disney+ churn declined in fiscal Q3 2026 and called improving retention a significant opportunity.
Sources
- TechCrunch — Disney+ and Hulu add to the growing trend of streaming inflation
- Hulu — Stream TV and Movies Live and Online
- The Walt Disney Company — Q3 FY26 Earnings Results
Original signal: TechCrunch ↗
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