How Disney's New CEO Could Change Everything

Key Moments
Editorial Summary
The creator discusses the appointment of Josh D'Amaro as the new CEO of the Walt Disney Company, following an extended search to succeed Bob Iger. D'Amaro, a veteran with extensive experience in Disney parks and experiences, is expected to maintain a status quo approach similar to Iger's leadership. The video explores how his background in theme parks might influence company strategy, noting his history with major expansions and the implementation of paid skip-the-line services. While fans express enthusiasm for a parks-focused leader, the creator suggests that significant price reductions or the return of free fastpass services are unlikely. The analysis also covers the creation of a new chief creative officer role for Dana Walden, which may signal a division of focus between parks and the film and streaming sectors. The creator concludes that Disney appears to be leaning heavily into proven intellectual property through sequels and spin-offs to ensure profitability. While the company is investing in technology like artificial intelligence, the overarching strategy seems to prioritize optimizing existing revenue streams and leveraging nostalgia rather than pursuing radical innovation.
Written by TripBacon from this video's transcript.
How This Review Compares
This review is more critical than the all-time creator consensus.
Source: Our analysis of the creator's lived experience, based on what they said in this video.
Creator's Key Takeaways
It's the most hope I've had in a while for Disney, and we needed a parks guy at head of company.
For all of you hoping he'll do away with paytoplay and bring back free fastass, it is not going to happen.
Technology seems to be at the forefront of Disney's future plans, showcased most recently by their $1 billion investment in open AI.
Sequels are the name of the game, my friends, as honestly they have been driving revenue for the past several years.
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