Disney is planning a series of “significant changes” to its streaming service, including one that will allow subscribers to watch and create short-form content.
During the company’s Q4 2025 earnings call, CEO Bob Iger told analysts the company is in the process of “rolling out the biggest and the most significant changes from a product perspective, from a technology perspective, since we launched the service in 2019”.
According to Iger, these changes will enable greater personalisation on Disney+. making it more dynamic and engaging.
He added that Disney sees AI as an opportunity to “provide users of Disney+ with a much more engaged experience, including the ability for them to create user-generated content and to consume user-generated content, mostly short form, from others.”
Iger told analysts the company has had “interesting conversations with some of the AI companies”, as it seeks opportunities to use their technology to create more engagement with consumers.
“We feel encouraged by some of the discussions that we’re having. It’s obviously imperative for us to protect our IP using or with this new technology. We’ve been pretty engaged on that subject with a number of entities, and I’m hopeful that ultimately we’ll be able to reach some agreement, either the industry or the company on its own, with some of these entities that would, in fact, reflect our need to protect the IP.”
Away from content, Iger said AI could be useful to Disney in terms of data collection. “I’d say, above all else, there’s phenomenal opportunities to deploy AI across our direct-to-consumer platforms, both to provide tools that make the platforms more dynamic and more sticky with consumers, but also to give consumers the opportunity to create on our platforms.”
