Disney is actually really good at going out to grab new companies or use new tech to advance the software they have. I'm sure they are always looking for new ways to expand the game reach. My old coworker worked at a company that Disney picked up. They know how to pick startups usually.
This is very good news! Not only does it mean even better performance on iOS and Android (hopefully), it also makes CocoonJS virtually the only way to get WebGL shaders in iOS and Android native apps. I'm looking forwards to seeing this become reality!