The Future of Disney Plus Could Involve AI-Generated Videos

Why It Matters

AI‑driven content and interactive features could boost engagement, open new revenue streams, and help Disney+ differentiate itself in the increasingly competitive streaming and gaming landscape.

Summary

Disney CEO Bob Iger said the company is "really excited about AI" and envisions Disney+ letting subscribers both create and consume short‑form AI‑generated videos. He also hinted at adding game‑like features through Disney’s partnership with Epic Games and turning the service into a commerce hub for park tickets, hotels and cruises. Disney reported adding 1.5 million U.S. and Canada subscribers in Q4 2025, bringing its North‑American base to 59.3 million after recent price hikes. The AI and interactive initiatives are presented as ways to make the platform more dynamic and sticky for users.