What Does Disney's (DIS) Rising Streaming Churn Reveal About Its Content Investment Strategy?

Simply Wall St.10-22

Subscription analytics firm Antenna reported that Disney+ and Hulu saw a surge in cancellations in September, coinciding with the brief cancellation of “Jimmy Kimmel Live!” on ABC, all owned by Walt ...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2577233708?lang=en_US&edition=fundamental","thumbnail":"https://images.simplywall.st/asset/company-cover/191564-main-header/1756254304645","is_english":true,"pubTime":"2025-10-22 13:27","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2577233708","market":"us","top_or_hot":-1,"title":"What Does Disney's (DIS) Rising Streaming Churn Reveal About Its Content Investment Strategy?","media":"Simply Wall St.","content":"<div>\n<p>Subscription analytics firm Antenna reported that Disney+ and Hulu saw a surge in cancellations in September, coinciding with the brief cancellation of “Jimmy Kimmel Live!” on ABC, all owned by Walt ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/media/nyse-dis/walt-disney/news/what-does-disneys-dis-rising-streaming-churn-reveal-about-it\">Source Link</a>\n\n</div>\n","source":"simplywall_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>What Does Disney's (DIS) Rising Streaming Churn Reveal About Its Content Investment Strategy?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhat Does Disney's (DIS) Rising Streaming Churn Reveal About Its Content Investment Strategy?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-10-22 13:27 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/us/media/nyse-dis/walt-disney/news/what-does-disneys-dis-rising-streaming-churn-reveal-about-it><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Subscription analytics firm Antenna reported that Disney+ and Hulu saw a surge in cancellations in September, coinciding with the brief cancellation of “Jimmy Kimmel Live!” on ABC, all owned by Walt ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/media/nyse-dis/walt-disney/news/what-does-disneys-dis-rising-streaming-churn-reveal-about-it\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1280957306.USD","symbol_name":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","start_time":0,"source_url":"https://simplywall.st/stocks/us/media/nyse-dis/walt-disney/news/what-does-disneys-dis-rising-streaming-churn-reveal-about-it","article_id":"2577233708","we_media_id":null,"thumbnails":["https://images.simplywall.st/asset/company-cover/191564-main-header/1756254304645"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/media/nyse-dis/walt-disney/news/what-does-disneys-dis-rising-streaming-churn-reveal-about-it","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2577233708","pubTimestamp":1761110878,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall St."},"weMediaInfo":null,"summary":"Subscription analytics firm Antenna reported that Disney+ and Hulu saw a surge in cancellations in September, coinciding with the brief cancellation of “Jimmy Kimmel Live!” on ABC, all owned by Walt Disney Co.\nThis uptick in streaming platform churn during a period of programming disruption highlights the sensitivity of subscription metrics to content availability and continuity.\nWith direct-to-consumer growth under pressure from rising cancellations, we'll examine how this challenge may...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","LU0070217475.USD":"JPM GLOBAL SELECT EQUITY \"A\" ACC","LU2347655073.USD":"JPM GLOBAL INCOME \"A\" (USDHDG) INC A","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","LU1894683264.USD":"AMUNDI FUNDS US EQUITY RESEARCH VALUE \"A2\" (USD) ACC","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","BK7016":"应用软件","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","BK4550":"红杉资本持仓","BK4588":"碎股","LU0251131958.USD":"FIDELITY AMERICA \"A\" (USD) ACC","LU0251142724.SGD":"Fidelity America A-SGD","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU0320765489.SGD":"FTIF - Franklin Mutual US Value A Acc SGD","BK4507":"流媒体概念","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","LU1894683348.USD":"AMUNDI FUNDS US EQUITY RESEARCH VALUE \"A2\" (USD) INC","LU0310800379.SGD":"FTIF - Templeton Global A Acc SGD","BK4551":"寇图资本持仓","LU1732799900.SGD":"JPMorgan Investment Funds - Global Income A (irc) SGD-H","BK4598":"佩洛西持仓","DIS":"迪士尼","DTC.AU":"DAMSTRA HOLDINGS LTD","SG9999015978.USD":"利安颠覆性创新基金A","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","BK4561":"索罗斯持仓","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","BK4524":"宅经济概念","BK4581":"高盛持仓","BK4532":"文艺复兴科技持仓","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","BK4554":"元宇宙及AR概念","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU1548497426.USD":"安联环球人工智能AT Acc","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","LU1718418525.SGD":"JPMorgan Investment Funds - Global Select Equity A (acc) SGD","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","LU0912757837.SGD":"JPMorgan Investment Funds - Global Income A (mth) SGD-H","IE00B7SZLL34.SGD":"Legg Mason ClearBridge - Value A Acc SGD-H","BK4585":"ETF&股票定投概念","LU0726765562.USD":"JPM GLOBAL INCOME \"A\" (USD HEDGED) INC","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","BK4534":"瑞士信贷持仓","LU2347655156.SGD":"JPMorgan Investment Funds - Global Income A (icdiv) SGD-H","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","LU0208291251.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) INC","LU0742534661.SGD":"Fidelity America A-SGD (hedged)","LU0070302665.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) ACC"},"translate_title":"迪士尼(DIS)不断上升的流媒体流失率揭示了其内容投资策略的哪些方面？","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"DTC.AU":1,"DIS":1.5},"content_text":"Subscription analytics firm Antenna reported that Disney+ and Hulu saw a surge in cancellations in September, coinciding with the brief cancellation of “Jimmy Kimmel Live!” on ABC, all owned by Walt Disney Co. This uptick in streaming platform churn during a period of programming disruption highlights the sensitivity of subscription metrics to content availability and continuity. With direct-to-consumer growth under pressure from rising cancellations, we'll examine how this challenge may influence Disney's future outlook. This technology could replace computers: discover 27 stocks that are working to make quantum computing a reality.AdvertisementWalt Disney Investment Narrative Recap For investors to believe in Disney right now, they need confidence that the company can capitalize on its expanding universe of intellectual property and growing global theme park and cruise businesses, while successfully stabilizing direct-to-consumer (DTC) subscription growth. The recent surge in cancellations at Disney+ and Hulu following a programming disruption underlines the sensitivity of streaming revenues, but does not materially impact the near-term catalyst: the unified Disney+/Hulu/ESPN app launch targeting engagement and churn reduction. The main risk remains the ongoing shift of audiences to alternative online video platforms, which could undermine DTC revenue growth.\n  Of the recent company announcements, the expanded distribution deal with Charter to offer Hulu to Spectrum TV Select customers is closely connected to this news event, as it aims to combat heightened churn by broadening access and potentially stabilizing subscriber numbers. How effectively Disney leverages this partnership in tandem with new app features could influence whether near-term user engagement rebounds, offsetting the risks spotlighted by subscriber volatility and ongoing competition.\n  Yet, in contrast to Disney’s ambitious integration plans, investors should be mindful that the persistent trend toward short-form, user-generated content poses a threat to long-term streaming engagement metrics and...\n Read the full narrative on Walt Disney (it's free!)Walt Disney's outlook forecasts $106.4 billion in revenue and $11.9 billion in earnings by 2028. This scenario assumes a 4.0% annual revenue growth and a $0.3 billion increase in earnings from the current $11.6 billion.Uncover how Walt Disney's forecasts yield a $133.22 fair value, a 17% upside to its current price.Exploring Other PerspectivesDIS Community Fair Values as at Oct 2025  Eight Simply Wall St Community fair value estimates for Disney range from US$105.54 to US$133.22, showcasing a wide spectrum of views. Keep in mind that ongoing subscriber churn remains a central theme and could meaningfully shift these perspectives, explore multiple opinions before making your own call.\nExplore 8 other fair value estimates on Walt Disney - why the stock might be worth 8% less than the current price!Build Your Own Walt Disney NarrativeDisagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.A great starting point for your Walt Disney research is our analysis highlighting 3 key rewards that could impact your investment decision.Our free Walt Disney research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Walt Disney's overall financial health at a glance.Ready For A Different Approach?Right now could be the best entry point. These picks are fresh from our daily scans. Don't delay:The latest GPUs need a type of rare earth metal called Terbium and there are only 37 companies in the world exploring or producing it. Find the list for free.These 12 companies survived and thrived after COVID and have the right ingredients to survive Trump's tariffs. Discover why before your portfolio feels the trade war pinch.Trump's oil boom is here - pipelines are primed to profit. Discover the 22 US stocks riding the wave.  This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.Valuation is complex, but we're here to simplify it.Discover if Walt Disney might be undervalued or overvalued with our detailed analysis, featuring fair value estimates, potential risks, dividends, insider trades, and its financial condition.Access Free AnalysisHave feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.35.12","shortVersion":"4.35.12","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2577233708","isCrawlerRequest":true}