Disney licenses characters to OpenAI
Wall Street Breakfast
Seeking Alpha
3.8 • 950 Ratings
🗓️ 11 December 2025
⏱️ 4 minutes
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Lilly’s next-gen weight-loss drug meets endpoints
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| 0:00.0 | Welcome to Seeking Alpha's Wall Street Lunch, our afternoon update on today's market action, news, and analysis. |
| 0:09.6 | Good afternoon. Today is Thursday, December 11th, and I'm your host, Kim Khan. |
| 0:14.1 | The top story so far, Disney is making a $1 billion equity investment in OpenAI and has signed a sweeping three-year licensing deal |
| 0:21.4 | that allows OpenAI's video model, SORA, to generate content using Disney's major intellectual |
| 0:26.7 | properties. Under the agreement, Open AI can use more than 200 Disney, Marvel, Pixar, and |
| 0:32.2 | Star Wars characters to create AI-generated video. Users will also be able to watch curated |
| 0:37.3 | SORA-generated content on Disney Plus. |
| 0:40.3 | The deal excludes talent likenesses and voices. |
| 0:42.3 | Disney will also become a major OpenAI customer, |
| 0:45.3 | using its APIs to build new tools, products, and experiences, |
| 0:49.3 | including for Disney Plus, and rolling out ChatGBTGBT, internally for employees. |
| 0:53.3 | SORA and ChatGPT images are expected to begin generating fan-inspired videos |
| 0:58.3 | featuring Disney licensed characters in early 2026. |
| 1:02.1 | OpenAI CEO Sam Altman called Disney the global gold standard for storytelling, |
| 1:07.1 | saying the partnership expands how people create and experience content. |
| 1:10.9 | Disney CEO Bob Iger said the deal marks a pivotal moment for the industry |
| 1:14.4 | as the company integrates generative AI thoughtfully and responsibly while protecting |
| 1:19.4 | creators. The agreement arises as Disney continues its legal fight with several AI startups |
| 1:24.3 | accused of improperly using Disney and other studios characters. Among |
| 1:28.7 | active stocks, Visa is higher after B of A upgraded the stock to buy from neutral, pointing |
| 1:33.4 | to recent underperformance and standout fundamentals. Analyst Mihir Batia says Visa is one of only |
| 1:38.8 | six SMT 500 companies delivering 10% plus revenue growth, double-digit EPS growth, and operating margins |
... |
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