Disney CEO Bob Iger is ready to abdicate the throne. Again. Six years after Iger first stepped down as CEO, and 38 months after he regained control of Disney following Bob Chapek’s disastrous two-year stretch, the succession planning committee is expected to announce the winner in “early 2026,” aka now. (Cue the Succession theme.) But even as the frontrunners have remained the same — it’s still a presumed two-horse race between Disney Parks head Josh D’Amaro and Disney Entertainment co-chair Dana Walden — the world has rapidly changed. Disney has to contend with AI, a behemoth rival in a merged Netflix-Warner Bros., and a charged political environment. Which of these heavyweights lands the TKO? Would co-CEOs, à la Netflix, make sense? Elaine Low, Natalie Jarvey and Sean McNulty break it all down ahead of Disney’s next earnings call.

Learn more about your ad choices. Visit megaphone.fm/adchoices