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Podcast: Disney Insights
Episode: A New CEO is Announced: Disney Insights on Josh D'Amaro
Description: In overviewing 2026 I said that the naming of a new CEO would be the most important milestone of the year for Disney. In truth, it may be the biggest moment of the decade. Today, February 3rd 2026, The Walt Disney Company Board of Directors announced that, in a unanimous vote held on Monday, it elected Disney Experiences Chairman Josh D’Amaro to become Chief Executive Officer of The Walt Disney Company. We look first at the context of that announcement, and the specifics behind it, to include the promotion of Dana Walden, Co-Chairman of Disney Entertainment into a new role. We...