Disney's Succession Crisis: Who Replaces Bob Iger?
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Disney's Succession Crisis: Who Replaces Bob Iger?
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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.
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