Disney CEO Bob Iger said his company is talking with AI companies about allowing subscribers to create their own short-form videos on Disney+.

The company's experiences division also saw steady growth, even as its linear TV business continues to suffer.

Disney removed the terms "diversity," "inclusion" and "DEI" from its annual business report for the first time in five years after its recent Q4 meeting.

Disney’s plans for the future of its streaming service may involve AI-generated videos. During an earnings call on Thursday, Disney CEO Bob Iger said the company is “really excited about AI,” adding that the technology could allow Disney Plus to provide viewers with the ability to “create” and “consume” short-form AI videos.

The short, called Best Christmas Ever, bowed this week and is nearing 14 million views on YouTube. It centers on a young girl whose doodle comes to life after Santa Claus mistakes her drawing for a Christmas wish. John Goodman, whose voice work for Disney include titles such as Monsters, Inc. and The Princess and the Frog, voices the doodle.

On the streaming topic, analysts pointed out that they were taking into account 14 days of impact from the ongoing YouTube TV blackout, which they estimated at “$60 million revenue headwind.” This means that with each week that passes with Disney channels not accessible via YouTube TV, Disney is losing around $30 million.

Always looking to break movie marketing rules, Disney decided to drop two summer 2026 trailers yesterday – 20th Century Studios’ Devil Wears Prada 2 and Pixar’s Toy Story 5 — each posting massive reaches in their first 24 hours.