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 understand where Disney's actual cash flow comes from." Related topics: Disney leadership, entertainment executive changes, studio strategy, theme park business, streaming economics The Option is a daily intelligence briefing on the business of Hollywood. Subscribe for entertainment industry news, Disney analysis, and media executive insights. New episodes every weekday at 6 AM PT.]]>