Disney’s CEO Race: Down to the Buzzer

Disney’s CEO Race: Down to the Buzzer

Disney CEO Bob Iger is ready to abdicate the throne. Again. Six years after Iger first stepped down as CEO, and 38 months after he regained control of Disney following Bob Chapek’s disastrous two-year stretch, the succession planning committee is expected to announce the winner in “early 2026,” aka now. (Cue the Succession theme.) But even as the frontrunners have remained the same — it’s still a presumed two-horse race between Disney Parks head Josh D’Amaro and Disney Entertainment co-chair Dana Walden — the world has rapidly changed. Disney has to contend with AI, a behemoth rival in a merged Netflix-Warner Bros., and a charged political environment. Which of these heavyweights lands the TKO? Would co-CEOs, à la Netflix, make sense? Elaine Low, Natalie Jarvey and Sean McNulty break it all down ahead of Disney’s next earnings call. Learn more about your ad choices. Visit megaphone.fm/adchoices

Episoder(248)

How Dad TV Muscled Into Hollywood

How Dad TV Muscled Into Hollywood

Reacher, The Terminal List and Jack Ryan may not win Emmys, but Dad TV has become a juggernaut for a TV business desperately needing one. Entertainment Strategy Guy joins Sean McNulty to break down th...

26 Apr 202449min

AI and Hollywood's 'Sophie's Choice'

AI and Hollywood's 'Sophie's Choice'

Though the strikes ended, the fight around AI is far from over. Following the debut of her Dealmakers newsletter, new contributor Ashley Cullins joins to reveal her conversations with powerhouse enter...

19 Apr 202441min

The Paramount Soap Opera

The Paramount Soap Opera

There’s plenty of worry about AI writing scripts . . . but let’s see AI come up with a story about two billionaire families negotiating a complex sale of an iconic, troubled entertainment conglomerate...

12 Apr 202452min

How Ari & Iger Outfoxed Wall St.

How Ari & Iger Outfoxed Wall St.

When Endeavor went public in 2021, the agency pulled out all the stops to present itself as innovators and a disruptor — the kind of terminology Wall Street loves from tech companies. But, as it often...

5 Apr 202441min

UTA vs. the Talented Mr. Kassan

UTA vs. the Talented Mr. Kassan

Hollywood is filled with, er, colorful personalities. The one of the moment: Michael Kassan, the former MediaLink connector-in-chief now in dueling lawsuits with UTA. David Lidsky joins to reveal The ...

29 Mar 202438min

Wall Street's War on Hollywood

Wall Street's War on Hollywood

Wall Street likes surefire bets — growth companies that deliver predictable returns for infinite quarters. But in Hollywood, “you’re in the failure game,” says Richard Rushfield. Yet when the alchemy ...

22 Mar 202440min

Disney, WBD and Hollywood's Jobs Shift

Disney, WBD and Hollywood's Jobs Shift

One of the most plum jobs in entertainment historically has been that of the creative exec. But now, with data informing programming choices more than ever, and advertisers hungry for user information...

15 Mar 202437min

Netflix's New Sports Playbook

Netflix's New Sports Playbook

Richard Rushfield assessed the State of the Industry this week, and we have questions: Why is there reason for hope? Why is Netflix suddenly so into sports? What are its live TV ambitions? Is there re...

8 Mar 202439min

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