If you have paid attention, you've probably seen it coming. Disney CEO Bob Iger has announced that Julu and Disney+ will merge into a streaming interface. It is a natural sequel to Disney+ Integration made in 2024, which added Hulu's Film and Shows in the Disney+ Interface+ for users with subscriptions to both services.

The numbers from the end of June 2025 put the total number of subscribers across both platforms of 183 million worldwide, with a majority - about 128 million - coming from Disney+. Speaking of packages between the two and the other major Disney streaming platform, ESPN+, are common in recent years, but it is clear that the Disney+ brand is currently stronger.

"In the coming months, we will implement improvements within the Disney Plus application, including exciting new features and more personalized homepage," Iger said in a recent quarterly Disney earnings (through Cnet), "It will all culminate with the unified experience of the Disney Plus and Julu application, which will be available to consumers next year." Taking this according to the nominal value, it means that the Disney+ application+ will be the last standing of both, with all the content of Julu to consolidate the platform.

While this may have been inevitable, it doesn't have to be a good thing. Raising Streaming Market Prices has hit consumers in the last few years, including Disney+those. This consolidation can make an even bigger problem, with fewer subscriber options to choose and choose which libraries want access - also - though Disney is sure to introduce a new package of subscription levels as part of the merger. In any case, there are still big questions that need to be asked for the condition of Disney+ as a whole.

Out of All the main streaming platforms (Netflix, Hulu, HBO Max, Pacock, etc.), It's hard to think about the one with more conven an infrastructure than Disney+. The platform is designed primarily and most important to direct the biggest brands of the company: Starwell War, Marvel, National Geographic, Pixar and Disney, among others. It is a digital ecosystem that fully buys in the platonic idea of the "fan" whose loyalty to the chosen franchise is always a driving motivator in their content consumption. Finding something specific or less known has almost always a hassle.

For comparison, Julu is formatted in a much more traditional way and is built to show the full width of his library and advertise new content according to different points of potential interest (genre, relevance, etc.). Simply put, it is a much cleaner application and is a shame that it is the one who dies and swallowed.

It is also worth noting in all this that in the same report on earnings, Disney has announced that it will stop publishing official subscribers for its streaming platforms, shifting the focus from the eyes to the right money. This reflects major changes in the industry in how companies measure success - a non -permanent thing to follow in the streaming era. It has been less than a year since Disney has begun to report real profits from its streaming division, and while business is now going much better, with a profit of $ 346 million from streaming in the last quarter, the product reputation is still a bit of shoes.

Before it became profitable at the end of 2024, Disney+ haemorrects over $ 10 billion in losses. It may feel like it is now finally light at the end of the tunnel, but the streaming landscape has not become less chaotic, and Disney will need much more successful quarters to earn initial immersion costs.

Of course, the money themselves is just one part of the equation. It is also worth considering the huge reputation of Disney+ and its IP. For the most part, Big brands like Marvel and Starwalks War have suffered in the Disney era+With more critical misses than hits and very large budgets that did not give a tone return on investment. These misses have missed the world of streaming for the rest of the business, which has been confirmed by the suffering of the box office is returning to the Marvel Cinema Universe films in recent years, and the absence of a theatrical "Starwells war". Even sometimes the exhibition Pixar suffered from suspicious content strategies in the streaming era.

Hulu has built a pretty good reputation for strongly original programmingas well as his partnership with FX. It would be a shame to see that goodwill goes similarly to other Disney sub-brands, after being undermined by Disney+. In the long run, consolidating the two and retaining Disney's name of the mark is probably the right business move. But records show that higher prices, worse interface and dip in content can appear as part of it.