The Disney Bundle factored heavily into Disney’s Q3 2021 earnings presentation, with many execs within the company referencing the “power of the Disney Bundle” numerous times throughout the presentation. As it stands right now, the Disney Bundle consists of Disney+, ESPN+, and Hulu.
We know Disney’s future plans with Disney+ and ESPN+, so where does that leave Hulu?
Hulu had a nice Q3 2021, improving to 42.8 million total subs (up 21 percent from last year) and adding 1.2 million subs. The SVOD service is also more profitable than in the past, at it now nets Disney $13.15 per subscriber per month, thanks in part to increased ad revenue and add-ons. According to data provided by Parrot Analytics, Hulu also has the most platform demand shares, meaning users want to watch Hulu’s content more than any other service — even Netflix. But why? Parrot might have just said it best: “Hulu isn’t Disney+. Hulu is a collection of everything for someone and something for everyone.”
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