Every signal in this story, with the reporting each one was drafted from.
At D23, Disney executives detailed a push into “Verts” (vertical microdrama-style clips) on Disney+, tied to a new TikTok deal letting fans create with licensed IP.
Disney CEO Josh D’Amaro wants Disney+ to add games, merch, and personalization to boost lifetime fan value and cut churn. Analysts warn bundling shopping and gaming into streaming risks clutter without proven revenue upside, citing Netflix’s stalled gaming push.