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The analyst also discussed the potential fallout for Disney's networks, such as ABC, CBS, and NBC. With the decline of linear TV and the rise of streaming, these networks may need to spin off their news divisions, which could have a significant impact on their overall business.

This could be particularly problematic for Dana Walden, who is closely tied to the network side of the business. As the analyst noted, "she's riding the the you know the the the Aging mayor of the of the network side of things she's not going to be able to lift herself out of that."

Conclusion

In summary, the leadership at the Walt Disney Company is in a precarious situation, and the potential CEOs who were considered for the top job may find themselves with limited options if they are not selected. The public nature of the selection process and the challenges facing the company's networks could further complicate the situation for these individuals, leaving them with an uncertain future.