The streaming giant consolidates its U.S. offerings while leveraging the Hulu brand for international growth.
HM Journal
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3 months ago
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The streaming landscape is shifting once again, and this time, it’s Hulu in the spotlight. Disney, now the sole owner of the popular streaming service, has officially announced plans to phase out the standalone Hulu app by 2026. This isn't just a minor tweak; it's a significant strategic move aimed at fully integrating Hulu's extensive content library and brand into Disney+, creating a unified streaming powerhouse. But while the app itself is on its way out, the Hulu brand is set for a major international push.
This move comes as no surprise to industry watchers. Disney completed its acquisition of Comcast's remaining 33% stake in Hulu in July 2025, solidifying its 100% ownership. The writing, you could say, was on the wall. We've already seen Disney bundle Hulu with Disney+ in the U.S. since late 2023, effectively priming subscribers for this eventual consolidation. The goal is clear: streamline operations, reduce overhead costs associated with maintaining two separate platforms, and offer a more cohesive, user-friendly experience. Think of it as Disney tidying up its digital house.
What does this mean for current Hulu subscribers? Well, come early 2026, you'll simply need to transition to the Disney+ app for all your Hulu viewing. It's a shift that aims to simplify access to a massive combined library, potentially boasting over 100,000 titles. This kind of consolidation isn't unique, of course. We saw Warner Bros. Discovery do something similar with HBO and Max, merging them into a single platform. It seems to be the trend in a fiercely competitive streaming market.
This strategy is already in motion. We've seen Hulu content, often under the “Star” or “Star+” banner in some regions, making its way into Disney+ in markets like Latin America and parts of Europe. Now, Disney is looking to expand this even further, with plans to introduce Hulu-branded content to regions like South Africa via Disney+. This aligns with Disney's broader 2024-2025 strategy to leverage its existing Disney+ infrastructure for wider content distribution, especially as it looks to compete with global streaming giants like Netflix and Amazon Prime Video.
It's a smart play, really. Instead of building out entirely new Hulu infrastructures in dozens of countries, Disney can simply push the content through its already established Disney+ platform. This not only saves costs but also capitalizes on Disney+'s growing global subscriber base, which stood at around 150 million globally as of Q2 2025. Hulu content is already available in approximately 20 countries via Disney+ as of 2025, with plans to expand to more than 10 additional markets by 2026, targeting emerging markets in Africa and Asia. That's quite the reach, isn't it?
This consolidation isn't happening in a vacuum. It's part of a larger trend in the streaming industry where companies are looking to combat subscriber churn and rising operational costs. Disney's streaming division actually reported profitability in Q2 2025, a significant milestone, partly attributed to these bundled offerings and strategic realignments. While Hulu's standalone subscriber numbers hover around 50 million in the U.S., integrating them fully into Disney+ is projected to boost Disney+ engagement by 10-15%.
And there's another intriguing development brewing on the horizon: the potential merger of Hulu + Live TV with Fubo. Early reports suggest this could form one of the largest digital pay-TV providers, with Disney potentially gaining 70% control in the deal. This is tied to Fubo dropping legal claims over Disney's Venu Sports venture, with a potential closure by late 2025 or early 2026. It's still in negotiation, so we'll have to watch that space closely. But it certainly paints a picture of Disney's aggressive push to dominate various facets of the digital entertainment market.
This announcement also comes just ahead of Disney's Q3 2025 earnings call, where executives are expected to delve deeper into these profitability gains and future strategies. Remember, Disney also made headlines in October 2024 by exiting Apple's In-App Purchase system for Disney+/Hulu, a move designed to retain more revenue amidst ongoing price hikes. Every piece of the puzzle seems to fit into a larger strategy of maximizing revenue and streamlining operations.
So, while we might bid farewell to the familiar green Hulu app icon, the brand itself is clearly here to stay, evolving into a crucial component of Disney's global streaming ambitions. It's a fascinating time to be a streaming subscriber, that's for sure. What's next, I wonder?