Disney+ Super App Takes Shape

Disney CEO Josh D'Amaro is working on a 'super app' for Disney+, which will include games, merchandise, and other experiences. The move is part of D'Amaro's plan to increase engagement and revenue for the streaming service.

The super app will offer increased personalization, exclusivity, and benefits for subscribers, according to D'Amaro. The updates are expected to come starting next spring. However, some media analysts are skeptical that fans are eager to play games or buy merchandise in between streaming shows and movies.

Disney's parks division was a 'big surprise' last quarter, according to D'Amaro. However, the company is facing regulatory pressure, with the FCC opening an early review of Disney's broadcast licenses over concerns related to diversity, equity, and inclusion practices.

Disney shares have fallen more than 8% over the past year, and D'Amaro has expressed dissatisfaction with the current stock price. The company is exploring a no-cost, ad-supported tier for Disney+ as a way to attract more viewers to the service.

## Why it matters The success of the Disney+ super app is crucial for the company's future growth and revenue. With the decline in stock price and regulatory pressure, Disney needs to find new ways to engage its users and increase its value proposition. The super app strategy is a risky move, but it could pay off if executed correctly.

The company's focus on investing in intellectual property and embracing technology is also important for its long-term success. D'Amaro's vision for Disney+ is ambitious, and the company will need to navigate the challenges and risks associated with the super app strategy to achieve its goals.

## What happens next The company will continue to work on the super app, with updates expected to come starting next spring. Disney will also need to address the regulatory concerns and find ways to increase its stock price. The success of the super app will depend on the company's ability to execute its plan and engage its users in new and innovative ways.