Overview
- The Wall Street Journal reported that Bob Iger has told associates he intends to step down before his Dec. 31, 2026 contract end, with the exact timing still undecided.
- Reports say Disney’s board will meet in Burbank next week and is expected to vote on Iger’s successor; the company has not commented.
- Iger is expected to remain for several months after a successor is named to help with the transition and could retain a board role, according to the Journal.
- Coverage widely cites Josh D’Amaro and Dana Walden as the leading internal candidates, with Alan Bergman and Jimmy Pitaro also mentioned in the mix.
- The succession decision could be announced around the Feb. 2 earnings call, which analysts expect to feature updates on ESPN’s direct-to-consumer launch, unified streaming results and the long-term parks investment program.