Disney+ and Hulu experienced a significant surge in subscription cancellations in September, coinciding with the temporary suspension of comedian and TV host Jimmy Kimmel. According to data from analytics firm Antenna, Disney+’s churn rate—the percentage of subscribers who cancel each month—doubled from 4% to 8%, equating to approximately three million cancellations. Similarly, Hulu’s churn rate rose to 10%, representing over four million cancellations. This spike in cancellations suggests that Kimmel’s suspension may have negatively impacted Disney’s financial performance. Kimmel was briefly taken off air following controversial remarks he made about the shooting of Charlie Kirk, which drew pressure from the Federal Communications Commission (FCC). The suspension sparked widespread debates on free speech and led to protests in California, with critics accusing Disney of censorship. Despite the backlash, ABC, which airs ‘Jimmy Kimmel Live,’ reinstated him within a week. The incident also prompted calls for boycotts of Disney’s streaming services, with critics urging economic pressure on the entertainment giant. While Kimmel’s suspension appears to have contributed to the subscriber exodus, it remains unclear whether it was the sole factor. Disney also announced previously planned price increases for its streaming services in September, which may have further influenced cancellations. Despite the losses, both Disney+ and Hulu saw an increase in new sign-ups, partially offsetting the impact. Disney declined to comment on the matter, and Hulu has yet to respond.
