Disney CEO Josh D'Amaro announced plans to evolve Disney+ into an integrated fan ecosystem combining games, merchandise, and interactive experiences by spring 2027. Speaking during Disney's fiscal third-quarter 2026 earnings call, D'Amaro said the company is "just playing a different game" compared to streaming rivals, leveraging first-party data and broad franchise IP to make Disney+ the digital centerpiece of fan engagement. The expansion follows strong quarterly results, with adjusted earnings per share of $2.06 beating Wall Street expectations of $1.86, revenue climbing 7% year-over-year to $25.25 billion, and direct-to-consumer streaming revenue rising 11% to $5.53 billion. However, Versant Media Senior Advisor Tom Rogers expressed skepticism, noting that Disney's modest 2.5% streaming advertising growth points to underlying engagement concerns. Disney shares closed 3.65% higher at $101.76 on Wednesday.
Walt Disney CompanyDisney beat earnings expectations and announced plans to evolve Disney+ into an integrated fan ecosystem, driving shares up 3.65%.
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