Can Disney's Hulu-Disney+ Integration Lift ARPU and Boost Retention?

Key Takeaways Disney is merging Hulu into Disney by 2026 to reduce churn and improve customer retention.The move is expected to lower acquisition costs by 30% and lift ARPU through bundling and ads.Disney forecasts 185.4M combined subscribers by year-end 2025, with revenue growth of 4% in 2025.Disney’s (DIS) decision to fully integrate Hulu into Disney+ could prove to be a pivotal moment in its streaming strategy. By creating a unified app that blends branded entertainment, general content, sports and news, ...