Overview
- On its Q4 earnings call, CEO Bob Iger said Disney+ will let subscribers create and view mostly short-form, AI-generated user videos.
- Iger said Disney aims to integrate game-like features on Disney+ by leveraging its investment and collaboration with Epic Games.
- Disney is holding what Iger called productive talks with AI companies focused on partnerships and IP safeguards, but it disclosed no timeline or named partners.
- The move comes as Disney continues legal actions against AI firms such as Midjourney and has issued cease-and-desist letters to services using its characters without permission.
- Disney reported Disney+ subscriber growth this quarter and plans to boost 2026 content spending by $1 billion, while coverage highlights unresolved moderation, safety, and creator-compensation questions.