Streaming is Working, But Disney Has to Fix This Bigger Issue

By Jason Hall and Tyler Crowe – Jan 31, 2026 at 7:01AM EST

NYSE: DIS

Walt Disney

Market Cap

$201B

Today's Change

(1.09%) $1.22

Current Price

$112.80

Price as of January 30, 2026 at 4:00 PM ET

Leadership beyond Bob Iger matters.

In this video, Motley Fool contributors Jason Hall and Tyler Crowe break down why they see bigger long-term problems for Disney (DIS +1.09%) if they can't find the right CEO to finally replace Bob Iger.

*Stock prices used were from the afternoon of Jan. 28, 2026. The video was published on Jan 31, 2026.

Jason Hall is a contributing Motley Fool stock market analyst with more than a decade of experience writing about dividend stocks and long-term investing. He has been with the company since 2012 and previously spent over 10 years in technical sales in the printing and information services industry. Jason also founded and operated a small food manufacturing business.

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