Overview
- Josh D’Amaro told investors during Wednesday’s earnings call that Disney+ will be the company’s immersive, interactive hub for fans.
- He said theme parks remain the physical centerpiece and that the service will tie more closely to park experiences over time to reach fans who do not visit.
- A shareholder letter said recent updates to the app’s interface and personalization are lifting engagement, with many small changes planned to improve retention.
- Disney said Disney+ and Hulu drove January–March results that beat Wall Street expectations, underscoring the need to keep viewers using the service more often.
- Bloomberg has reported a possible “super app” that could fold park ticketing and cruise tools into the platform, though Disney has not confirmed plans or a timeline.