Disney May Be Taking a Page Out of Tubi’s and Pluto TV Playbook: ‘We’re Exploring a Free Product For Consumers,’ Says Josh D'Amaro

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Walt Disney Co. is preparing to expand beyond its traditional subscription model by exploring a free, ad-supported streaming offering to reach more viewers while strengthening Disney+ and its advertising business.

The comments came on Wednesday during Disney's fiscal third-quarter 2026 earnings call. Goldman Sachs analyst Michael Ng asked whether the company would pursue a free ad-supported television offering similar to Fox Corp.'s Tubi , Paramount's Skydance's Pluto TV and The Roku Channel .

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Disney CEO Josh D'Amaro said the company is evaluating the idea but is not ready to announce any plans.

"We're exploring a free product for consumers, one that will allow us to accomplish several goals and hopefully do that efficiently," D'Amaro said.

According to the CEO, a free offering could help Disney attract consumers who are more sensitive to subscription prices, an audience the company views as an important opportunity for long-term growth.