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Disney Pivots to AI, Teases UGC and Game-Like Features on Disney+

On the Q4 call, Bob Iger said Disney is in talks with AI companies to safeguard its IP as it explores new consumer tools on Disney+.

Overview

  • Bob Iger said Disney sees phenomenal opportunities to deploy AI across the company, with the greatest upside on its direct‑to‑consumer platforms.
  • Disney+ is planned to offer tools for users to create and watch mostly short‑form user‑generated content, expanding beyond traditional video on demand.
  • Iger said Disney’s investment and agreement with Epic Games positions the company to add game‑like features to Disney+, tying the service closer to commerce and parks.
  • Disney is in what Iger called productive discussions with AI firms to protect the value of its IP and to explore technology that deepens consumer engagement, with no agreements announced.
  • Iger said AI will also target efficiency gains across production, office workflows, and support for cast members and employees.