The Walt Disney Company is off to a flying start in 2025. After a long, difficult period, both at the box office and in streaming, the entertainment giant proudly presented its latest financial results. The second quarter of fiscal 2025 was particularly favorable for the company. And while the announcement of the seventh Disneyland resort opening in the Middle East has certainly overshadowed the company's other announcements, it's clear that Disney+ is not far behind. The streaming platform seems to have found its new cruising speed, as approximately 1.4 million additional subscribers have joined the service worldwide in the last three months.
Adding in the separate statistics of the Hulu platform (whose content is included on Disney+ in France), which gained 1.3 million subscribers in the second quarter of 2025, the Walt Disney Company's streaming division has significantly strengthened. Last February, Disney+ reported a loss of 700,000 subscribers by the end of 2024. The service therefore narrowly maintains its third place on the podium of the most popular streaming platforms, behind Netflix and Prime Video: a rescue that was still thought impossible just a few months ago. But the most obvious strategies are sometimes the most effective, and it is by focusing primarily on its strong licenses that Disney was able to emerge from the turmoil before we could even say "Bibidi, bobidi, boo".
The enchanted audience in all markets
Moana and Mufasa risk having backaches after carrying all of Disney+'s success on their shoulders. After reversing the trend in theaters with respective box offices of $1.05 billion and $672 million, Moana 2 and the live-action Mufasa: The Lion King have also been a hit on the streaming service. The Motunui adventurer alone has managed to accumulate 139 million views on Disney+ since its release on the platform on March 12, making Moana 2 the best launch of an animated film on the platform after Encanto.
And while the platform's French catalog is currently deprived of these releases due to our good old media chronology, the French situation is a perfect example of the attention that Disney+ is now paying to each local market. Here in France, viewers were able to indulge in a few original productions, such as Daredevil Born Again or Win or Lose, the first (and last) series from Pixar. But in the absence of behemoths such as Inside Out 2, Moana 2, or Mufasa, the company was able to focus on a local gem: season 2 of Bref, for which it managed to obtain exclusivity. More than ever, Disney+ is managing to juggle the various local restrictions, while offering content that is sufficiently targeted to convince viewers to maintain their subscription or to subscribe again. On paper, Mickey Mouse's streaming service therefore seems in better shape than ever, but the relevance of its recent achievements will have to be judged over time. This positive momentum could well be just a fluke. But as Marvel productions also begin to regain their reputation, the strong figures who will support the platform over the coming months seem to have all been found.
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