Bob Iger shot down a question about Disney getting involved in gambling, but mentioned Disney would be releasing R-rated Deadpool films and hinted that other Marvel movies could be rated-R. While they are aiming for a "pretty heavily weighted to internally sourced versus externally sourced" in the long run, he said, the company needs third parties to ramp up: "We are buying certain products from the outside opportunistically", said Iger. Nowadays, Disney licenses its franchises to outside studios instead, with EA being their largest partner.
"Over the years we've tried our hand in self-publishing, we've bought companies, we've sold companies, we've bought developers, we've closed developers", Iger said on the earnings call. It seems that Iger and the rest at Disney are now quite content with how things run when it comes to gaming. "And we've found over the years that we haven't been particularly good at the self-publishing side, but we've been great at the licensing side which obviously doesn't require that much allocation of capital".
With fans unhappy and lots of negative publicity surrounding EA's Star Wars games - some governments have passed laws banning practices from Battlefront II, for heaven's sake - you might think that Disney would cut ties with EA and find another company to handle Star Wars games. However, the revenue came in slightly lower than the first quarter of 2018.