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But while investors had reason to cheer, the news for consumers was far less positive.
Turns out Disney will instead simply start charging more for the luxury of avoiding ads a lot more.
Hulu is also hiking its prices.
And it is also smartly offering budget-sensitive consumers multiple ways to save money.
Making TV cost more is never something to get excited about (unless youre a Disney shareholder).
The other is to make folks pay more, which is what Disney is doing this fall.
But for now, making the economics of streaming work means making customers a little less happy.
