
Bob Iger delivered a farewell as Josh D’Amaro took over and called Disney+ the company’s digital centerpiece; D’Amaro’s early earnings report showed an adjusted earnings beat and a stock uptick with mixed operational signals. A new report indicating possible major Disney+ app changes — including commerce and travel features — underscores how the incoming CEO may pursue product-led growth to diversify revenue beyond subscriptions. The transition and recent staff reductions highlight a simultaneous focus on cost control and digitally driven expansion.
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