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

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Episoder(291)

Kreiz In, Bloys Wins: Paramount’s Head-Spinning New Order

Kreiz In, Bloys Wins: Paramount’s Head-Spinning New Order

The new Paramount is taking shape fast. On the eve of the Warner Bros. deal concluding, David Ellison is bringing in fresh blood — and bloodletting. Former Mattel chief Ynon Kreiz boards as the surpri...

1 Okt 31min

Mike Schur: Paramount-WBD Is a ‘Nightmare Scenario’

Mike Schur: Paramount-WBD Is a ‘Nightmare Scenario’

Mike Schur calls Paramount’s acquisition of Warner Bros. a “nightmare scenario” for Hollywood — and now that David Ellison has cleared the biggest obstacle to getting the deal done, he’s even more ala...

24 Sep 38min

Emergency Pod! Paramount-WBD Chaos: The Settlement, the Layoffs, the Superstreamer

Emergency Pod! Paramount-WBD Chaos: The Settlement, the Layoffs, the Superstreamer

So after months of big talk about only settling for structural remedies, i.e., selling off assets, what did California Attorney General Rob Bonta and the 11 other state AGs suing Paramount Skydance wi...

22 Sep 40min

1,000 Sony Hacks at Once? Hollywood’s AI Doomsday

1,000 Sony Hacks at Once? Hollywood’s AI Doomsday

A dire warning from Anthropic and OpenAI that increasingly autonomous AI agents could launch cyberattacks – or worse – has an especially chilling implication for Hollywood, where studios and streamers...

17 Sep 37min

Who’ll Save the Film Industry? France Is Trying

Who’ll Save the Film Industry? France Is Trying

Inside President Macron’s summit, where Ted Sarandos, Dana Walden and Hollywood power players attended — very quietly French President Emmanuel Macron summoned some of the biggest names in global ent...

10 Sep 37min

Studios Ghost the Film Festivals; Trump's Hollywood Rescue Plan

Studios Ghost the Film Festivals; Trump's Hollywood Rescue Plan

It wasn’t long ago when studios took the biggest jewels of their fall slates — the Gravitys and Jokers and First Mans — to the Venice Film Festival to kick off awards season and put A-list talent on a...

3 Sep 34min

YouTube’s Netflix Death Match Levels Up

YouTube’s Netflix Death Match Levels Up

Hollywood’s newest talent war isn’t over movie stars. For years, YouTube was treated as a “farm league,” in Ted Sarandos‘ words — a place where talent dreamt of graduating to Hollywood. Now smaller pl...

27 Aug 31min

BONUS EP: ‘Sleep in the Bed They Made’: Bonta Fires Back as Paramount Talks Collapse

BONUS EP: ‘Sleep in the Bed They Made’: Bonta Fires Back as Paramount Talks Collapse

So much for détente. California Attorney General Rob Bonta canceled Monday’s planned meeting with Paramount after accusing the company of leaking — and misrepresenting — confidential settlement discus...

24 Aug 13min

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