Yeah, basically Disney invested a billion dollar in Pregnant Elsa Spider-Man Beach Castle.
They can either invest in mass classification and enforcement operations or gain some revenue share from it.
Perhaps this is a play to own and monetize that vector in the future.
We let "engagement" get way too far in the way of IP's that already won brand awareness. Ad views are NOT off putting a view from even the unprofitable streaming platform. Let alone a theater ticket. It's pretty much the opposite of Nintendo's model to keep everything premium for as long as possible.