business
Disney Streaming Services Reach Largest U.S. Viewership Share in Nearly Three Years but Still Trail Netflix
Nielsen data showed Disney platforms took their biggest monthly slice of American television viewing in almost three years during March 2026. Business Insider reported the services also posted their strongest showing versus Netflix in nearly a year while the direct-to-consumer unit posted $582 million in quarterly profits.
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Business Insider reported that Disney streaming services captured their largest monthly share of U.S. television viewership in nearly three years during March 2026, according to Nielsen data. The platforms also recorded their strongest performance against Netflix in almost a year.
The direct-to-consumer business generated $582 million in streaming profits in its most recent quarter. The unit held 196 million subscriptions as of late September 2025. Cancellation rates remained below 4 percent for Disney+ and Hulu customers in May 2026, according to Antenna data.
CEO Josh D'Amaro has directed additional resources toward streaming, including AI-generated ad tools planned for Disney+ in July 2026. D'Amaro named Dana Walden the company's first chief creative officer and appointed Adam Smith and Joe Earley as co-presidents of the direct-to-consumer business.
Smith joined Disney from YouTube in September 2024 and now serves as product and tech chief for Disney Entertainment.
He oversees eight direct reports, including Andre Rohe, executive vice president of product engineering. Rohe's team includes multiple vice presidents and senior vice presidents responsible for product software engineering, data analytics, media engineering, growth engineering, design, and business operations across locations including India.
