Overview
- On Disney’s Q4 earnings call, Bob Iger said Disney+ will let subscribers create and share mostly short‑form AI-generated videos.
- He said Disney’s investment in Epic Games will help bring game‑like features into the app.
- Disney plans to evolve the service into a portal for parks, cruises, commerce, and more personalized experiences.
- Executives are holding “productive” talks with AI companies to protect Disney’s intellectual property even as the company pursues lawsuits against Midjourney and MiniMax.
- Disney reported that Disney+ added 3.8 million subscribers this quarter and signaled higher 2026 content spending, while offering no timeline or moderation details for the new AI tools.