Episode Details
Back to EpisodesDisney's Succession Crisis: Who Replaces Bob Iger?
Episode 4
Published 9 months ago
Description
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
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