Disney+ and Hulu Merger Predicted to Surpass Netflix in Popularity and Content Volume
Despite challenges in profitability and subscriber loss, the combined Disney+/Hulu app is set to dominate the streaming landscape with an estimated 9,500 titles and 33 of the top 100 highest-performing streaming titles.
- Disney+ and Hulu are set to merge in March 2024, creating a combined app that is predicted to overtake Netflix in both content volume and popularity.
- The combined Disney+/Hulu app will have approximately 9,500 titles, surpassing Netflix's ~8,300, but still behind Amazon Prime Video's ~10,800.
- Disney+ currently has 17 of the top 100 highest-performing streaming titles, and Hulu has 16. After the merger, this will increase to 33, surpassing Netflix's 29.
- Despite the predicted success, Disney+ lost 14 million subscribers in the 2023 fiscal year, indicating that streaming remains unprofitable for the Walt Disney Company.
- 44% of U.S. Hulu subscribers already have access to Disney+, largely due to bundles offering both platforms plus ESPN, providing an opportunity for Disney+ to convert the remaining majority of Hulu subscribers who don’t currently subscribe.
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