Disney CEO Bob Iger held a high-level meeting with one of China’s most senior government officials in Beijing on Friday, state media confirmed. The discussions focused on expanding Disney’s footprint in the mainland market, with Iger emphasizing plans for local content co-productions, theme park enhancements and merchandise partnerships. China represents Disney’s second-largest international market by revenue, and the meeting underscores the company’s strategy to navigate complex regulatory landscapes and cultural preferences to drive long-term growth.

At CES 2026, Disney announced that Disney+ will launch a personalized short-form video experience in the U.S. this year, designed to boost daily engagement among younger viewers. The new feature will aggregate original clips, repurposed social media content and highlights from Disney’s extensive library in a vertical feed. Erin Teague, EVP of Product Management for Disney Entertainment and ESPN, noted that the format will integrate seamlessly with existing user behaviors rather than feeling disconnected from core platform offerings. This follows Disney’s successful rollout of a personalized vertical video feed in the ESPN app, which drove double-digit increases in session frequency.

Disney’s Experiences segment, which includes its theme parks and resorts, accounted for 38% of consolidated revenue and generated nearly 57% of segment profits in fiscal 2025. Although domestic attendance dipped by 1% year-over-year, per-capita spending rose by 4% and hotel occupancy rates stayed above 85%. The segment’s strong pricing power and ancillary revenue streams—such as food, beverage and branded merchandise—continue to underpin robust cash flow, reinforcing Disney’s ability to invest in new attractions and park expansions globally.