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Dana Walden’s Disney Denouement

After a year-plus contest in which Walden, the TV chief, was often considered to be in pole position, Experiences head Josh D’Amaro will likely succeed Bob Iger. That’s because for Disney, in the short and long run, parks and cruises will be far more important than TV and streaming.

dana walden
Dana Walden, who came to Disney as part of its $71.3 billion acquisition of most of the Fox empire back in 2019, embodies one of Iger’s more debatable moves as C.E.O. Photo: Matt Winkelmeyer/Getty Images
Matthew Belloni
February 3, 2026

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There’s gonna be a bunch of disappointed people in Hollywood later this week if and when Disney announces that Dana Walden, head of its TV and streaming unit, won’t be elevated to C.E.O. of the company. I’m not quite predicting riots at Craig’s or looting of the Brentwood Country Mart. But certainly a sense of… What the heck happened here?