I ended up listening to the conference call and I found a couple of points to be interesting:
1) The Disney streaming service doesn't go live until late 2019. The timing may work for a New Mutants streaming debut, but Disney may not want to debut a new Fox X-Men film after international regulatory approval is received and Feige gets full control over the mutants. This may be good news for those hoping for a Dark Phoenix theater release.
2) The company is going forward with a three leg approach to streaming, with ESPN+, Disneyflix (?) and Hulu all filling separate niches. Iger mentioned that they will be distinct services - they aren't trying to recreate the cable packages people are moving away from - but there may be bundling options available later.
3) I'm not feeling the same enthusiasm for Hulu that I'm seeing with the other streamers. Both ESPN Plus (Serie A, UFC, Top Rank boxing, MLB, NHL, College Football) and Disneyflix (Marvel, Star Wars, Pixar, Disney, NatGeo) are getting lots of pricey goodies while (unless I missed it) we didn't hear about Hulu investment. That may be because the two newer streamers are still in the launch phase. But I wouldn't be surprised if Disney loses a leg and sells of at least a portion of that business.
4) There were multiple mentions of National Geographic, which hadn't been a major focus of earlier discussions of the merger. It is a great fit for the company's Disneynature studio and Animal Kingdom park. Iger mentioned that original content from the acquisition would be going on the streaming service and the company may use the brand for expansion in ecotourism.
5) No mention of Blue Sky. I wouldn't be surprised if Disney hangs onto the existing IP and shutters the studio.