2025 Disney+ Hulu Max Bundle Price & Impact on Netflix Subscribers

Key Insights

• Disney and Warner Bros. Discovery unveiled a combined streaming package, seen as a strategic move to compete with Netflix's streaming supremacy.
• The bundle, featuring Disney+, Hulu, and Max, seeks to enhance consumer value, boost revenue, and strengthen competitive advantage.
• Despite the bundle, Netflix still leads with 269.6 million subscribers, surpassing the combined totals of Disney+, Hulu, and Max.
• Disney CEO Bob Iger recognizes Netflix as the "gold standard," and analysts agree its top position remains secure.

In 2024, Disney (DIS) and Warner Bros. Discovery (WBD) partnered to launch a new streaming bundle, marking a significant step in their effort to rival Netflix (NFLX), which continues to dominate the streaming landscape.

The upcoming U.S. bundle will unite Disney+, Hulu, and Max services, though pricing and exact launch dates are yet to be confirmed.

Warner Bros. Discovery’s Global Streaming and Games CEO, JB Perrette, described this bundle as "the best streaming value," expected to attract new subscribers and improve retention rates.

Disney recently integrated Hulu into its Disney+ offering for bundle subscribers, a move analysts predict will positively impact the company’s streaming growth.

Why Streaming Services Are Bundling

Consumers increasingly seek cost-effective, all-in-one streaming solutions amid a crowded market. Bundling mimics the traditional cable package experience, simplifying access to diverse content without multiple individual subscriptions.

Media analyst Paolo Pescatore told ZAMONA that bigger bundles help address consumer concerns about service fragmentation, offering a more seamless viewing experience.

Media companies face challenges boosting streaming revenue beyond price hikes, which many consumers resist. Collaborations between traditional rivals, however, come with complexities, as Pescatore warns investors not to underestimate the difficulties in aligning goals.

Subscription Numbers: Netflix vs. Disney+, Hulu, and Max

The market remains fiercely competitive, with Netflix far ahead. Pescatore describes the bundle as a "last-ditch effort" for Disney and Warner Bros. Discovery to sustain growth in streaming.

Netflix reports 269.6 million paid global subscribers, while Disney+ has 117.6 million core subscribers excluding Hotstar and ESPN, Hulu has 45.8 million, and Warner Bros. Discovery’s Max counts 99.6 million globally.

Unlike Netflix’s profitability, Disney and Warner Bros. Discovery continue to face losses in their streaming divisions, despite Disney showing a surprise profit in its direct-to-consumer entertainment segment.

Netflix Remains the Streaming Gold Standard

Disney CEO Bob Iger acknowledges Netflix’s unmatched technology and market position, built over more than a decade, as the benchmark for streaming excellence.

Analysts agree that even with bundled offerings, Netflix’s subscriber base is unlikely to see significant churn, as many viewers subscribe to multiple platforms concurrently.

Impact on Streaming Intermediaries and Industry Outlook

CFRA analyst Kenneth Leon notes the bundle may reduce reliance on intermediaries like Roku and Apple TV by encouraging direct subscriptions, though it won’t significantly disrupt Netflix’s lead.

Experts caution that Warner Bros. Discovery’s focus on short-term profitability might hinder long-term growth prospects.

While the bundle could lay groundwork for large-scale collaborations to reduce costs, Pescatore remains skeptical about a substantial surge in subscribers or a major shift in the competitive landscape against Netflix.

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