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New York Post
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Disney+, Hulu cancellations rose after ABC briefly yanked Jimmy Kimmel

1. Disney+ and Hulu saw increased cancellations in September. 2. 4.1 million Hulu and 3 million Disney+ cancellations reported. 3. Churn rate for Disney+ rose from 4% to 8% in September. 4. Despite cancellations, signups for both platforms increased in September. 5. ABC's brief cancellation of 'Jimmy Kimmel Live!' linked to increased churn.

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FAQ

Why Bearish?

Increased cancellations indicate potential subscriber dissatisfaction, impacting future revenue.

How important is it?

The article highlights critical subscriber metrics impacting Disney's streaming revenue.

Why Short Term?

Churn effects will be felt immediately, influencing quarterly earnings.

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