Disney announced that "Moana 2," initially planned as a Disney+ streaming series, will now be released theatrically. This decision reflects CEO Bob Iger's strategy to move content previously slated for streaming to cinemas, aiming to leverage the full revenue lifecycle of theatrical releases and capitalize on familiar intellectual property. The shift also follows similar moves by other studios and is intended to boost Disney's stock price and restore its standing in the animated film market.
Disney’s move gives “Moana 2” a full theatrical window instead of a Disney+ launch, which means the title can contribute box office, home entertainment, merchandise and park interest. It also shows Bob Iger pushing the company back toward familiar franchises after weaker results from originals like “Strange World” and “Wish,” while rivals have already made similar streaming-to-theatrical reversals. The next signal to watch is whether “Moana 2” can anchor Disney’s Thanksgiving 2024 release and whether “Zootopia 2” is ready for Thanksgiving 2025.
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