The Walt Disney Company intensifies efforts to expand its international streaming business. It aims to better compete with rivals Netflix and Amazon by focusing on local content creation. Disney reports encouraging results from initial international programming. The company plans to significantly increase its slate of local original series over the next three years. This strategy aims to attract new subscribers and improve retention.
Improving financials within its streaming division support this strategic push. In the third quarter of fiscal 2026, Disney's entertainment SVOD revenues increased 11% year-over-year. Subscription revenues climbed 15%. The segment achieved a 13% operating margin. Disney+ recorded a decrease in churn for both its domestic and international services.