Good points, but this report does not reflect any of that

Those subscriber numbers are still somewhat surprising given that Disney had two events in the quarter (which ended Sept. 25) that could impact subscribers: the short-lived suspension of Jimmy Kimmel, and the announcement of price increases. It is worth noting that the timing of subscription renewals may mean that any canceled subscriptions might not appear until the company’s fiscal Q1, and conveniently for Disney, it has previously said that it will stop reporting streaming subscribers in its next quarterly earnings report.