Disney+ is about to start acting a little more like TikTok.
The two companies are teaming up on a U.S. pilot that will bring fan-made TikTok clips about Disney properties into Verts, the short-video feed Disney+ launched a few months ago. Think of Verts as Disney's version of the endless scroll, a place to watch quick clips without leaving the app.
The pilot starts in the next few months, and Disney plans to add other markets later. The U.S. pilot is only the first step.
The clips will come from TikTok creators in the Disney Creator Ambassador Program. In exchange for making fan videos about Star Wars, Marvel, Pixar, and other Disney favorites, those creators get access to Disney's content library, rewards, visibility, invitations to exclusive events, and professional opportunities. It is a way for Disney to get a steady stream of fan-made content without having to produce every video itself.
Verts is Disney's answer to the short-form attention that has pushed streaming services to compete with social platforms. Instead of producing every clip internally, Disney can rely on creators who already make TikTok videos about these franchises. The program is designed to keep a steady flow of fan-made videos in front of subscribers, giving people a reason to stay inside Disney+ rather than open a social app.
The short answer is attention.
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Streaming services are no longer fighting only one another. They are competing with social platforms for the same eyeballs, and Netflix, HBO Max, and Prime Video are all part of that battle. Disney has been adding more and different videos to Verts to keep people in the app, because a short clip can be just as sticky as a whole movie.
Fan videos are a natural fit for that push. Tubi and Peacock have already worked with TikTok creators on original long-form programming, so Disney is not inventing the idea.
Those projects were longer shows, but the idea is the same: use TikTok's creator community to build something viewers want.
Disney had a different idea for making Disney-related clips before the TikTok deal. Late last year, it backed OpenAI with $1 billion under a three-year agreement to create Disney-character clips using Sora. OpenAI shut down Sora in March, ending that plan. So the creator program is a very different approach to the same goal.
The deal arrived as Disney reported Q3 results on August 5, 2026. Its subscription-video-on-demand operating income, which is the profit from its subscription streaming business, hit $712 million.
That was more than double the $329 million it earned a year earlier. The increase is a sign that Disney's streaming bet is starting to pay off.
Disney is also shifting its internal structure. Its merchandise unit will now report under Studios rather than Experiences, a change that puts products closer to the content side of the company.
That is an internal move, but it shows Disney is thinking about its whole business together.
For investors, the real question is whether the streaming momentum can continue.
The pilot is small, and there is no guarantee it will catch on. It is too early to say whether this push will change much, but it shows Disney is not waiting to find out.
If it works, it could help Disney's streaming profits keep climbing, and that is what matters for your portfolio.
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