在分析师电话会议上，迪士尼首席执行官鲍勃·艾格指出，派拉蒙与Skydance及网飞对华纳兄弟探索频道的激烈争夺，向投资者凸显了知识产权的巨大价值。这位曾主导多起IP收购案以扩张迪士尼版图的掌门人明确表示，公司目前对新增资产收购并无兴趣。
艾格强调，迪士尼正通过跨业务线投资深耕现有IP价值。以巴黎乐园为例，公司即将完成以《冰雪奇缘》为主题的园区建设。他特别提到上海迪士尼乐园的《疯狂动物城》园区：“无论是规模还是价值都极为庞大，专程为体验该园区而到访上海迪士尼的游客比例异常之高。”
当前战略聚焦于激活存量IP潜能，而非追逐外部收购机会，反映出迪士尼对内容资产深度运营的新思路。
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