Out of the two currently unannounced 2025 movies, I assume one of them will be Armor Wars. Not sure about the other one. I want to say it would be Shang-Chi 2, but they’d have to get a different director, because Destin Daniel Cretton will already be preoccupied. I guess it could also be a new Spider-Man movie, but that would be part of Sony’s release schedule, not Disney’s.
Also, if Disney doesn’t move this to November, then Dune 2 might as well take the November 3rd spot.