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Disney names Josh D’Amaro CEO: what it means for DIS

Disney hands the keys to Josh D’Amaro—and the timing is not an accident

KAHROS Team

TL;DR

Quick Summary

  • Josh D’Amaro becomes Disney CEO on March 18, 2026, signaling a shift toward operational execution and the Experiences flywheel.
  • Disney’s Experiences division posted $10.0B in operating income in fiscal 2025, reinforcing why parks/cruises are central to the company’s strategy.
  • The next era is about making streaming, studios, and Experiences feel like one coordinated machine—not separate empires.

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