Core Insights - The upcoming quarter for Disney is expected to be revealing, particularly regarding streaming numbers as the company fully commits to its streaming strategy, including Disney Plus, Hulu, and ESPN direct-to-consumer [2][4] Streaming and Revenue - The focus will be on new subscriber numbers for ESPN, which is seen as more significant than profit and revenue figures for this quarter [2] - Disney's all-in approach to streaming marks a pivotal moment for the company, indicating a shift in its business model [2] Leadership Speculation - There is ongoing speculation about the potential for co-CEOs at Disney, with internal candidates being considered for the roles [4][5] - The possibility of co-CEOs could address the dual needs of managing the business and overseeing creative aspects, which have been challenging in the past [5][6] Internal Candidates - The two leading internal candidates are Dana, the creative chief, and Josh, who oversees theme parks, both of which are critical components of Disney's operations [6][7] - There is a belief that these candidates could learn the other side of the business, suggesting flexibility in leadership roles [6][7] External Search Considerations - There are no current indications that the search committee is looking outside the company for CEO candidates, but this could change [8] - The need for a leader who understands both creative and technological aspects of the business is emphasized, especially in light of recent challenges in Hollywood [8][9] Technology and Media Convergence - The convergence of technology and traditional media companies is highlighted, with mentions of Amazon and Netflix exploring opportunities in the media landscape [10] - This trend suggests that any external search for leadership may lean towards candidates with a strong technology background [10]

Finally convinced it is time to step aside, company founders often decide it takes two people to fill their big shoes—despite the mixed record of companies led by co-CEOs.Read more: https://t.co/reWIh0ESP9 https://t.co/Mzm1SMiiPs ...