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Telecommunications & Media

OTT streaming M&A surge may raise prices and cut consumer choice

A report warned that major mergers and acquisitions in the streaming industry could concentrate content and distribution in a few companies, increasing consumers\' costs and narrowing choice. Ars Technica cited cases involving Disney and Fubo, including a lawsuit that ended after a deal combining Hulu+ Live TV and Fubo, with Disney taking about 70 percent of the new company. It also noted Fubo raised monthly fees by $15 after resolving a dispute with NBCUniversal.

Games & Commerce

Disney+ changes terms to allow ads across all plans, including premium

Disney+ has changed its terms of service to allow advertising across all subscription plans, including premium. Under the revised terms, subscribers must agree that ads may appear before and after movies or programmes, or they cannot use the service. The change weakens the practical distinction of “ad-free” plans, even as Disney’s U.S. guidance still lists a Premium (no ads) tier and says on-demand content is generally ad-free. Japan and South Korea currently list their plans as ad-free.

AI & Enterprise

Disney Plus beta tests AI search using natural language and voice

Disney Plus is testing a new AI feature that recommends films and series using natural-language search, voice queries and recommendation prompts. The limited beta is available to selected subscribers, The Verge reported. Disney said the tool is designed to surface content that fits the moment rather than relying mainly on viewing history. Disney also reaffirmed plans to make Disney Plus the company’s digital hub and is rolling out an AI-assisted interactive search on ESPN.