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Disney Brings TikTok Fan Content To Disney+

Disney is partnering with TikTok to bring fan-created videos directly into the Disney+ app, as streaming platforms increasingly compete with social media for audience attention.

The initiative will launch as a pilot programme in the United States over the coming months before expanding to additional markets.

Under the agreement, TikTok videos featuring Disney, Pixar, Marvel, Star Wars and other franchises will appear in “Verts,” Disney+’s short-form video feed introduced earlier this year. The partnership expands the platform’s library of short-form content while giving fan creators greater visibility within Disney’s streaming ecosystem.

Creators Become Part Of Disney’s Strategy

The collaboration also marks the launch of the Disney Creator Ambassador Program, which will give selected TikTok creators access to Disney’s content library, exclusive events, rewards and career opportunities.

The move reflects Disney’s growing focus on the creator economy after earlier plans to expand short-form content through a three-year licensing agreement with OpenAI. That initiative, which included a reported $1 billion investment tied to Sora, was abandoned after OpenAI shut down the video-generation platform in March.

Other streaming services, including Tubi and Peacock, have also partnered with TikTok creators to develop original content, highlighting a broader shift toward integrating social media talent into streaming platforms.

Strong Streaming Results

The announcement coincides with Disney’s third-quarter earnings. The company reported that operating income from its subscription video-on-demand business more than doubled to $712 million, up from $329 million a year earlier.

Disney also announced a restructuring of its operations, moving its consumer products business from the Experiences division to Studios.

Shein Targets $25 Billion Valuation In Hong Kong IPO As Growth Slows

Shein is reportedly targeting a valuation of around $25 billion in its planned Hong Kong IPO, a sharp decline from the nearly $100 billion valuation the online fashion retailer achieved in a 2022 fundraising round.

Two people familiar with the plans said the company was likely to target about $25 billion, while another source put the expected range at $25 billion to $28 billion based on the proposed price band.

IPO Valuation Falls Sharply

Shein plans to sell up to 8% of its shares in the offering, according to a person familiar with the plans. At a $25 billion valuation, that would translate into an IPO of as much as $2 billion.

The latest target is also below the $30 billion to $40 billion valuation the company was seeking earlier this month as it began meeting with potential investors.

Founded in China in 2012 and now headquartered in Singapore, Shein sells low-cost clothing to consumers in about 160 countries. The company is expected to launch its long-awaited Hong Kong IPO later this week.

Trade Restrictions Weigh On Growth

Shein’s valuation has come under pressure as major markets tighten rules affecting low-cost e-commerce shipments. The European Union, for example, has moved to impose additional fees on cheap parcels from platforms such as Shein and Temu. EU Tightens Rules On Low-Cost E-Commerce Parcels

In the U.S., the removal of an import duty exemption for small packages has also affected the company. Shein reported a $99 million quarterly loss in the first quarter of 2026 as sales growth slowed, while a one-time accounting charge further weighed on its results. Shein Reports First-Quarter Loss Ahead Of IPO

Investors Question Shein’s Growth Prospects

The steep reduction in valuation reflects growing concerns over slower growth, higher trade costs, regulatory pressure and stronger competition across global e-commerce.

Some investors who reviewed Shein’s recent financial statements or attended IPO presentations told Reuters they were skeptical that the company could return to the growth rates that supported its $98.2 billion valuation in 2022. Shein’s Slowing Growth Tests Investor Appetite

A lower IPO valuation could also affect Shein’s existing investors. Under the terms of its IPO filing, the company may have to issue additional shares to certain pre-IPO investors if its valuation falls below agreed thresholds.

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