Well, that certainly is interesting news. Hopefully it will mean better quality and pricing on discs.
I wouldn't count on it. Disney will be getting a significant cut of the action and Sony won't be doing this for free. I e been gone all week for work, so I have t reached out to my contact at Disney to see how this impacts him personally. I hope he still has a job after this.
I'm curious if your friend was able to give you any information that you would be able to share with us enthusiasts about this change. Completely understand if it's all confidential and there's nothing to share.