Global Scans · Walt Disney · Weekly Summary

• [New] The live TV component of Hulu + Live TV will eventually be merged with Fubo, creating an even larger YouTube TV competitor that Disney will have 70% stake in. Engadget
• [New] Platforms such as Netflix, Disney +, Amazon Prime and others will have to commit at least 10% of their local expenditure, or 7.5% of revenue, on Australian content. Australian Broadcasting Corporation
• [New] Entertainment companies, such as Walt Disney and Netflix will retain their value thanks to their catalogs of irreplaceable intellectual property. MarketScreener
• [New] Near-term risks include margin compression from rising content costs, competitive pressures from Disney + / Amazon, and ad-tier monetization challenges, though 7% churn stability and $8 B 2025 free cash flow suggest long-term resilience. Ainvest
• [New] Disney uses AI-driven analytics to monitor crowds in its theme parks and predict peak traffic areas. Forbes
• [New] Soon enough, Disney Plus's already well-stocked streaming library will get an even bigger boost when another streaming service, Hulu, gets folded into its archives in 2026. Tom's Guide
• Disney Animation will be utilizing deep collaboration. Daps Magic
• For traditional streaming services like Netflix and Walt Disney Company's Disney +, NextGen TV could emerge as a formidable competitor for live, local content, offering superior picture and sound quality without the need for an internet subscription for basic services. FinancialContent
• Basically, Hulu will die as a standalone app, becoming a permanent part of Disney +. MickeyBlog.com
• In 2026, subscribers will begin to see further integrations of Hulu across the Disney + app. MickeyBlog.com
• Major studios like The Walt Disney Company, Netflix, Inc., and Warner Bros. Discovery, Inc. will navigate a dual path: leveraging AI for unprecedented cost savings and content volume, while simultaneously fending off talent backlash and ensuring creative quality. Statesman Examiner
• Studios with vast intellectual property libraries, such as Disney, could use AI to generate new narratives or digitally de-age actors, maximizing their existing assets. Statesman Examiner
• Disney + Premium (no ads) will rise by $3, to $ 18.99/month. Streetz 94.5 - Atlanta's New Hip Hop Station
• Disney will sell ESPN DTC as a standalone and look to make it available to pay-TV distribution partners that already carry the ESPN channels. Light Reading
• The Legoland parks in California and Florida will debut new space-themed indoor family coasters early next year, which could help them attract more families who are waiting on their next Disney trip. Theme Park Insider
• Disney still plans a 2026 full integration of Hulu into Disney +; bundles shift pricing and packaging. Red94

Last updated: 10 November 2025