The Town with Matthew Belloni What Disney’s CEO Choice Reveals About Its Next Chapter
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Feb 4, 2026 
Rich Greenfield, LightShed Media analyst known for streaming and media strategy coverage. He explores why Disney picked its parks chief over its TV leader. They discuss parks as the new growth engine, potential reshaping of Disney’s portfolio, and the rising role of gaming, tech, and experiential bets. Also covers implications for ESPN, streaming’s place, and investor reactions.
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Parks Over Streaming As Strategic Priority
- Disney prioritized experiences (parks, cruises, games) over TV and streaming when selecting Josh D'Amaro as CEO.
- That choice signals the company sees parks and interactive experiences as the primary growth engine for the next decade.
Streaming Ambitions Have Been Scaled Back
- Rich Greenfield says TV ambitions at Disney have been scaled back since the pandemic and streaming is no longer the central growth focus.
- Investors now view theme parks and experiences as the company's core investment area, not general entertainment TV.
Take Months To Reassess The Corporate Portfolio
- Josh D'Amaro should spend three to six months evaluating Disney's businesses and corporate structure.
- He must decide which assets to keep, separate, or invest in to set a clear long-term strategy.