Josh D'Amaro Takes Over Disney Amid Industry Shifts

Josh D’Amaro will become CEO of The Walt Disney Co. on March 18, 2026, succeeding Bob Iger as the company confronts streaming disruption, AI-driven creative changes, and declining cable revenues. D’Amaro’s parks division drove over $10 billion in quarterly revenue and accounted for 71% of operating income, while Disney invests $1 billion in OpenAI and pursues gaming and international expansion.
Key Points
- 1D’Amaro will assume Disney CEO role on March 18, facing industry disruption from streaming and AI
- 2Parks division generated over $10 billion quarterly and 71% of operating income, stabilizing company finances
- 3Invests $1 billion in OpenAI and stakes in Epic signal focus on AI, gaming, monetization strategies
Scoring Rationale
High industry relevance and official sourcing, limited technical depth and specific strategic prescriptions for practitioners.
Sources
Public references used for this report.
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