News Josh D’Amaro Named Next CEO of The Walt Disney Company

[HauntedPirate]

That’s the puppets…check the other end of the strings

Bob The Great was a benevolent ruler who held the line on Bob the Bald's price increases, I'll have no more of this nonsense!!

 

[RSoxNo1]

I’m not sure how streaming expenses are behind Disney. They operate in extremely low margins right now, and their content is not getting cheaper (especially for the pro and college sports rights)

I'm calling Fox and the Hulu buyout the primary streaming expenses. Those two things absolutely hindered park growth.

ehh…while the early ones were cute…those things are purely to feed their free ad crowd of vloggers a bunch of stuff to generate buzz. I wouldn’t take them seriously. At least they have begun starting construction projects without the pretense and instead use them for “details”

I have no idea what you mean by this. The early "what's" were cute? D23 Expos? They announced a ton of new attractions in 2024 and Josh D'Amaro was on stage for many of them.

We’d all love it: but I don’t see it at least right now. One reason Wall Street hates them is the “content” spending and they still have to put a face on it.

Since joshie poo needs to put a stamp…a very easy one can been to get an attendance bump. There are old ways and tactics to do that…just gotta do it

If Disney sees growth in the parks and resorts, Wall Street will support continued investment. You're not going to see this partitioned out to the extent of Wall Street liking specific IPs being added vs non-IPs. We all know that Disney is capable of creating unique, non-IP based additions to the park that drive attendance. They just need to do it. The lowest hanging fruit right now is still a safe bet and that's Figment. That's been off and on the table since at least 2017.

 

[MrPromey]

I think you know where the reality is on this one…

The timeframe tells the tale

View attachment 906299

This, along with the survey pricing news the other day sure does seem to suggest someone's confident it's coming, doesn't it?

 

[HauntedPirate]

I'm calling Fox and the Hulu buyout the primary streaming expenses. Those two things absolutely hindered park growth.

#ThanksESPN
#ThanksShanghai
#ThanksFox
#ThanksHulu

 

[MK-fan]

Alan Horn appears to have been Chief Creative Officer for the company in 2021. Lasseter was CCO for Animation before his ouster.

I truly believe Lots-o Huggin’ Bear was based on John Lasseter.

 

[Sirwalterraleigh]

I truly believe Lots-o Huggins’ Bear was based on John Lasseter.

…winner

 

[MK-fan]

#ThanksESPN
#ThanksShanghai
#ThanksFox
#ThanksHulu

They just finalized a multi-billion dollar deal to acquire the NFL Redzone network just last week….

 

[Sirwalterraleigh]

They just finalized a multi-billion dollar deal to acquire the NFL Redzone network just last week….

Nothing says “family” like football and gambling

 

[Baron Von Capybara]

So any guesses as to who takes over the parks portfolio? Rumours?

The only known thing is that they will have very tight pants to fill.

 

[HauntedPirate]

They just finalized a multi-billion dollar deal to acquire the NFL Redzone network just last week….

Mostly irrelevant these days, like most of ESPN's content.

 

[Sirwalterraleigh]

The only known thing is that they will have very tight pants to fill.

…impeccable timing, woodchuck

 

[MK-fan]

I for one would like to see some small changes right away like reverting the movie logo back to Walt Disney Pictures and changing out the twenty year old logo intro as well. The one from 1985-2006 was just classic and wasn’t gaudy like the one we have now. To me, Our current one screams arrogance.

 

[Sirwalterraleigh]

To me, Our current one screams arrogance.

How on earth could this Have happened with Captain Hubris at the helm?

 

[BrianLo]

I’m not sure how streaming expenses are behind Disney. They operate in extremely low margins right now, and their content is not getting cheaper (especially for the pro and college sports rights)

There’s pretty much zero risk of it flipping negative in the moderate term, margins are 8.4% and heading over 10% by Q3. It has become sufficiently healthy and no one is sounding a red flag that the landscape is experiencing a U-turn.

 

[Brian]

Nelson Peltz is apparently rather unimpressed with D'Amaro's selection, and said it will give Bob another chance to "save the day" ala Chapek, since D'Amaro has no entertainment experience.

“Iger needs a reason to stay on,” Peltz speculated. “And if he put the person in charge of entertainment as the CEO, he wouldn’t have an excuse to stay on.”

According to Peltz, Iger will eventually declare that “Josh doesn’t know anything about the movie business … Therefore, I’m gonna stay on and guide them.”

Source: https://nypost.com/2026/02/03/busin...ng-disneys-ceo-succession-to-stay-in-power-2/

 

[Sirwalterraleigh]

Nelson Peltz is apparently rather unimpressed with D'Amaro's selection, and said it will give Bob another chance to "save the day" ala Chapek, since D'Amaro has no entertainment experience.




Source: https://nypost.com/2026/02/03/busin...ng-disneys-ceo-succession-to-stay-in-power-2/

…the thought did occur

 

[BrianLo]

FYI the stock is finishing up from the S&P. This ended up being a neutral reaction to the decision. Not surprising, since it should have been baked in already, this wasn’t a surprise to any of us after all today.

 

[Brian]

…the thought did occur

Hopefully that's not the case. Josh needs to be given an actual fair chance, and the structure implemented involving Walden would seem to lessen the concerns about entertainment industry experience.

 

[JohnD]

Seen posted elsewhere: "There's a Great Big Beautiful D'Amaro."

 

[Brian]

Seen posted elsewhere: "There's a Great Big Beautiful D'Amaro."

*cringe*