Overview
- Iger said Disney+ will add AI-driven short-form user-generated content and game-like features through its Epic Games tie-up to make the app more interactive.
- Disney is holding detailed talks with AI firms to enable these tools under strong IP protections, with its lawsuit against Midjourney still pending.
- The company reported Disney+ added 3.8 million subscribers to reach 131.6 million, and Hulu stood at 64.1 million for about 195 million combined.
- Management indicated regular subscriber updates could end starting in Q1 2026, and 2026 content spending will rise by $1 billion versus 2025.
- Iger also outlined plans to use AI to improve production efficiency and companywide data analysis.