Disney's Succession Crisis: Who Replaces Bob Iger?
Disney's Succession Crisis: Who Replaces Bob Iger? The search for Bob Iger's successor is down to two candidates: Josh D'Amaro (parks) and Dana Walden (content). There's even talk of a co-CEO structure. In this episode: Why Disney's profit engine is parks and experiences, not streaming The business case for Josh D'Amaro vs Dana Walden What a co-CEO structure would mean for Disney's strategy How the CEO choice reveals whether Disney sees itself as content or experiences Implications for talent deals, theatrical strategy, and streaming investment Key takeaway: "This only makes sense if you…
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