Josh D'Amaro
Matthew Belloni February 6, 2026
After a year-plus contest for the C.E.O. gig ended with a D’Amaro victory and a pretty good consolation prize for Walden, the highly choreographed vibes have been only positive. But conflicting styles and potentially existential challenges in Walden’s expanded film and TV fiefdom could soon capsize the boat.
Bob Iger
Julia Alexander January 14, 2026
The long-ordained integration of Disney’s two streaming services is being heralded inside Burbank as a transformational moment for both. But will the merged platform really be more than the sum of its parts?
sam altman
Matthew Belloni December 23, 2025
A year before the OpenAI C.E.O. gets the ‘Social Network’ movie treatment, the slop-ification of entertainment took a major leap in 2025 thanks to a copyright infringement hub called Sora 2 and Altman’s brazen courtship of Disney.
bob iger
Ian Krietzberg December 18, 2025
Disney, one of the most copyright-protective companies in Hollywood, is bear-hugging OpenAI and going to war with Google. But monetizing digital knockoffs of its most iconic characters (and getting on the cap table with Altman) is just the start.


Bob Iger
John Ourand November 13, 2025
With the informal deadline of Thursday’s earnings in the rearview, YouTube TV and Disney are still negotiating to find a deal. But the open items—ingestion (quelle horreur!), the ESPN app, and obviously pricing—suggest the divergence in their endgames.
Josh D'Amaro
Matthew Belloni October 10, 2025
A new H.R. tweak, which comes in the wake of Kimmelgate and an MPA sponsorship of the group behind the president’s military parade and rallies, provides the latest sign of just how far the once proudly progressive entertainment industry has pivoted during Trump II. Implications for the Disney leadership bake-off are becoming clear.
jimmy kimmel
Julia Alexander September 30, 2025
Beyond the shabby politics and Hollywood outrage, Disney’s decision to reinstate its late-night host was also evidence that “churn events” matter more than ever.