Let's take a realistic approach:
If I were Disney, I would start off with a video tribute to Cast Members or a charity to prevent whoever is first presenting from being booed. They will probably start off about how the parks were a light at the end of the tunnel during the pandemic, and spew some corporate magic words.
They will then reignite focus on Tron, Runaway, and the Epcot projects (with Play! Pavilion probably reimagined) along with the SSE refurb.
Probably give details on their new DCL ships and maybe some DVC information for Disneyland Hotel and Polynesian expansion.
I think they will announce (again) the Disneyland Forward project with a much more realistic vision with a focus on Tomorrowland renovations, expansion of DCA, Pixar hotel, and "something" in Hollywoodland for DCA. (All of it being very, very, vague concepts).
For WDW, I expect something for Dinoland and if we're lucky, new nighttime show. (Would be surprised if DAK doesn't get anything in the next 5 years). NBA Experience replacement possibly
DHS will probably be "forgotten" outside of details regarding Fantasmic. Maybe a 100 Years of Disney nighttime projection show? Seems like Disney will wait on the new Indiana Jones movie before committing to a new attraction)