When Disney+–Netflix households canceled one service, 87.7% cut Disney+
Share of 1,372 households subscribed to Disney+ and Netflix that received a cancellation signal for exactly one service in Jul. 2025–Jun. 2026
Share of households that canceled exactly one service
Source: YipitData U.S. e-receipt panel. Cohort: 3,916 established co-subscriber households; 1,372 canceled exactly one service in Jul. 2025–Jun. 2026. Research current through Aug. 17, 2026. Direct-channel cancellation-signal capture can vary by service.
Chart data
| Series | Share of households that canceled exactly one service |
|---|---|
| Disney+ | 87.7% |
| Netflix | 12.3% |
How often did households return to Disney+ after cutting it?
Of the 1,203 households that cut Disney+ and kept Netflix, 812 (67.5%) had no later receipt indicating an active or restarted Disney+ subscription through Aug. 17, 2026; 32.5% reactivated. The no-reactivation group had 2–13 months of follow-up, so the finding measures observed lapses through that date rather than permanent exits.
Assumptions & Methodologies
We analyzed 3,916 panel households with direct subscription emails indicating active Disney+ and Netflix subscriptions in Jan.–Jun. 2025. Each household joined the panel before Jan. 1, 2025 and showed no cancellation during that baseline period. Cancellation signals were measured in Jul. 2025–Jun. 2026. Results underrepresent Apple- and other third-party-billed subscriptions; capture can differ by service, and some Disney+ signals may reflect bundle plan migrations. The panel skews slightly male and upper-middle income, so findings describe observed panel households, not the total market. A durable lapse means no later receipt indicated an active or restarted Disney+ subscription through Aug. 17, 2026.