“We aim to evolve Disney+ into a comprehensive membership ecosystem. By integrating high-value, always-on benefits with our storytelling, we can reach more fans, deepen engagement, and increase subscriber retention. These product enhancements will also allow us to further segment the market, increasing our addressable opportunity over time. We expect to begin introducing elements of this vision in Spring 2027.”

Josh D'Amaro · said 2026-08-05 · reported 2026-08-05

D'Amaro's letter described plans to evolve Disney+ into a membership ecosystem with product enhancements beginning in Spring 2027.