Disney licenses slate of films and TV shows to Netflix, including Ice Age, Percy Jackson and Pixar titles
What happened
Walt Disney Company agreed on October 2 to license a slate of films and TV shows to Netflix, the first licensing pact between the two since 2023 and the first to include Disney+ originals. The first two seasons of "Percy Jackson and the Olympians" and all five existing "Ice Age" films began streaming globally on Netflix on October 4 for a three-month window; the Percy Jackson timing builds hype ahead of Season 3's Disney+ premiere on November 20, and the Ice Age window promotes the theatrical release of "Ice Age: Boiling Point" on February 5, 2027. Additional titles follow: "Will Trent" seasons 1-4 globally on November 3, "Shifting Gears" on December 1, "Tracker" internationally in February 2027, and Pixar's "Soul," "Elio," plus "Raya and the Last Dragon" in early 2027. The deal is non-exclusive — everything remains on Disney+ and Hulu — so Disney keeps its own exclusivity narrative intact while monetizing the catalog.
Why it matters & what’s next are part of Pro, along with the audio summary.
Start your free 14-day trialWho’s affected
- Netflix (NFLX) — gains recognizable franchise content and catalog depth to support engagement, a key analyst concern
- Walt Disney (DIS) — licensing revenue plus promotional value for upcoming Ice Age theatrical release and Disney+ series
- Alphabet/YouTube (GOOGL) — competitive backdrop: HSBC cited YouTube's record 14.2% US TV share as pressuring Netflix engagement