Bryan Flynn talked about their license in a recent Fwoosh interview:
https://www.youtube.com/watch?v=haNVbD0Fa-M
He mentioned about park rides and options for them, he said they can only make Madame Leota (floating head) and the three Hitchhiking Ghosts from the park oddly. Everything else from the parks is off the table for them, and their license at least. I saw Funko is making park Pops.
He also said Ultimates Wave 1 is scheduled to leave the factory in August, but he said with shipping delays it could take 60 days for them to ship to Super7, so Fall most likely is when they'll be in hand. He also said there's some really cool Disney thing coming in June, but I don't think it is an Ultimates.
Doesn't sound like Disney, but interestingly in mid-July he said they're going to announce a new line/license and he said no one would believe they would've gotten and they've been working on it for 18 months. It's also not something you can go get something similar, something out of left field.