Thats tremendous change, Iger said.

The updated number is between 215 million and 245 million, from 230 million-260 million.

(Netflix made a similar move starting with its earnings report last month.)

Disney

Chris Delmas/AFP via Getty Images

Not counting Hotstar bundled customers, core Disney+ gained 1% sequentially to 104.3 million.

Other priorities will be addressing pricing, local content and promotions.

Were in a very interesting transition period, one that is inevitably heading toward streaming.

Disney layoffs

Peter White contributed to this report.