Disney downloads hit 12.1M for the week of February 16, up 24.8% WoW and 22.3% YoY. But sessions growth didn’t follow, gaining just 2.0% QoQ despite strong annual gains.
Churn is creeping up too, rising 9.2% YoY to nearly 48%. Here’s what Apptopia’s mobile signals are showing for DIS.
Downloads Climb to 12.1M with 22.3% YoY Growth
For the Week of February 16, Disney downloads reached an estimated 12.1M, rising 24.8% WoW and 22.3% YoY. Total sessions hit approximately 6.1B with more modest 8.9% WoW and 2.0% QoQ gains, but a strong 40.9% YoY increase.
This coordinated download strength versus mixed sessions momentum suggests acquisition is outpacing near-term engagement breadth. For investors, accelerating downloads correlates with future revenue upside if retention and monetization deepen enough to counter the relatively slower sessions expansion.
Disney’s DAU and MAU Scale in Tandem as Engagement Depth Diverges by App
In Q4 2025, Disney’s DAU reached an estimated 170.0M, up 1.8% QoQ and 43.8% YoY, while MAU climbed to approximately 796.0M with similar growth rates. This suggests reach and daily engagement are scaling together even as intensity signals diverge, with strengthening minutes and sessions per DAU on Disney+ but softer session frequency on Hulu.
For investors, this pattern indicates broad-based user expansion that could support revenue upside, where time spent per DAU is stable or rising. However, the mixed intensity split also signals that monetization performance may increasingly diverge between Disney+ and Hulu if these trends persist.
Disney+ Churn at 48.0% Signals Moderate, Mixed Retention Health
Disney+ user churn held at an estimated 47.9% in Q4 2025, a moderate level that suggests mixed retention health and, with the 9.2% YoY increase, may be deteriorating in ways that could pressure subscriber revenue durability if elevated attrition persists.
For investors, rising YoY churn may correlate with weaker recurring revenue predictability and may also imply less efficient CAC payback as more acquisition spend is required to offset churned users.
Disney MPI Grew 4.6% QoQ, 1.8% YoY Despite -0.3% WoW Softness
One of the core metrics investors watch for Disney (DIS) is Disney+ Paid Subscribers, as it is a primary gauge of its direct-to-consumer momentum.
Among Apptopia’s hundreds of mobile signals, Apptopia’s Mobile Performance Index (MPI) for Disney+ shows a multi-year history that tracks movements in Disney+ Paid Subscribers and, by extension, could be associated with how the stock responds when this KPI outperforms or misses expectations.
Disney’s Mobile Performance Index showed single-digit growth in Q4 2025, advancing 4.6% QoQ and 1.8% YoY. The Week of February 16 registered a modest -0.3% WoW pullback that may indicate near-term volatility while still suggesting recovery from earlier 2025 baseline compression.
Investors should follow Apptopia’s MPI for DIS as a key signal of Disney’s mobile performance heading into Q1 2026.
Mixed Momentum as Growth Offsets Churn Pressure
Disney’s mobile metrics show a mixed profile heading into Q1 2026. Strong downloads and broad DAU/MAU expansion are encouraging, but modest sessions growth and worsening churn may pressure subscriber durability.
Investors should use Apptopia’s data to track whether acquisition-fueled reach, engagement intensity, and churn dynamics converge toward a healthier balance heading into the next earnings window.
