Disney reported its fiscal second quarter results this week, showing continued direct-to-consumer profitability, as well as modest subscriber gains for both Disney+ and Hulu. Given last year’s second half performance, it’s likely Disney will achieve DTC profitability for the full 2025 fiscal year, a first.

On the earnings call, Disney also noted that next week the branding and pricing for “ESPN Flagship” (the full ESPN DTC product including additional digital features) will be revealed. We anticipate integrated bundling with the existing Disney+/Hulu bundle.

Update: CNBC is reporting the ESPN DTC product will simply be called “ESPN,” and that pay-TV subscribers will get access to the DTC product’s bells and whistles add-on features. Pricing is expected to be $25-30 per month. (Sidenote: As part of the Disney+/Hulu bundle the effective price could be even lower.)

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