BURBANK, Calif. — The Walt Disney Company is reportedly preparing to name its next CEO as early as February 2026, marking the most significant leadership transition for the entertainment giant since Bob Iger’s high-profile return in 2022.
The announcement, which industry insiders suggest may coincide with the company’s first-quarter earnings report, will conclude a rigorous search led by James Gorman, the newly appointed Chairman of the Board. Gorman, formerly the CEO of Morgan Stanley, officially took the helm of Disney’s board on January 2, 2025, with the express mandate of fixing the company’s long-troubled succession process.
The “Two-Horse Race”
While Disney has evaluated both internal and external talent, the search has narrowed to four key internal executives. However, most analysts and internal “chatter” point to a primary competition between two distinct leaders:
- Josh D’Amaro: The Chairman of Disney Experiences. D’Amaro is widely considered the front-runner. Known for his “rock star” popularity among theme park fans and his deep roots in the company’s most profitable division, he is seen as a stabilizing force who understands the “Disney culture.”
- Dana Walden: Co-Chairman of Disney Entertainment. Walden is the strongest rival, bringing a storied background in television and creative content. Her selection would signal a “content-first” strategy, leaning into Disney’s streaming and studio strengths.
- Navigating the ESPN Transition: Overseeing the shift of ESPN to a fully direct-to-consumer model.
- Streaming Profitability: Ensuring Disney+ maintains consistent growth and margins.
- Creative Renewal: Revitalizing the Marvel and Star Wars film franchises after recent box-office volatility.
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