Hint: it isn’t new IP. It’s how Disney activates advertiser trust, attention, and outcomes.
Dear Josh,
Congratulations on your appointment as CEO of The Walt Disney Company.
I write from the vantage point of decades working with Disney advertising revenue and marketing leaders across ABC, ESPN, and now Disney+, Hulu, and the broader advertising ecosystem. I also write as someone who believes Disney’s next era of value creation for advertisers will not come from doing more, but from deciding more clearly what Disney stands for in an AI-accelerated, advertising-dependent economy.
You are assuming leadership at a moment that demands more than operational excellence or portfolio optimization. Disney does not need another cycle of reorganization. It needs alignment. Not alignment on structure, but alignment on meaning, accountability, and economic purpose across its non-park growth engines.
(Josh, while you’re receiving this letter directly as a corporate subscriber, a note for non-subscribers: before you read further, an invitation. The perspective you are about to encounter is not commentary from the sidelines. It is drawn from decades of direct work with the leaders, investors, and revenue architects shaping the advertising-supported media economy from inside the room. The Myers Report exists for readers who want more than headlines and hot takes. Subscribers receive full access to this open letter and weekly subscriber-only intelligence, including economic forecasts, advertising and media revenue reports, leadership guidance for the AI era, and behind-the-scenes insight into how trust, attention, and outcomes are really being priced and negotiated across the industry. If you care about where media, marketing, culture, and leadership are headed and want analysis designed to inform decisions rather than chase clicks, I invite you to subscribe and continue the conversation.)
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