No by licensing changes i meant announcing the new licensees who will be making merchandise for the Muppet projects that Disney will produce. Things like Oz (if it happens), the 50th birthday and whatever they are planning to do with Muppet Babies now.
I don't know about them ever changing to (c) Disney, they seem to want the Muppets to be a subsidary of Disney, like owned by them but not actually part of them. The "Holding Company" part could and probably will change over time but to what i have no idea.