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

[HauntedPirate]

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

#ThanksESPN
#ThanksShanghai
#ThanksFox
#ThanksHulu

 

[DL-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

 

[DL-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

 

[DL-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*

 

[Sirwalterraleigh]

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.

That kinda makes sense

They only care that it’s not making enough money and the outlook sucks…not about who is the figurehead

Rest of the week is worth watching…

 

[DisneyHead123]

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/

Iger is 74… no matter how optimistic he feels about his health, I doubt he’s setting up a plan that would involve years of D’Amaro rising and then falling, then additional years of Iger back at the helm.

 

[Disney Analyst]

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/

I’m greatly unimpressed that Peltz has appeared once again to give unsolicited opinions. He’s like the groundhog, comes around once a year and ruins your day.