Adobe delivered record Q1 results with AI-first ARR more than tripling year over year and subscription revenue growing 13 percent. Shantanu Narayen, who has led Adobe for 18 years, announced his decision to transition out of the CEO role once a successor is named, introducing uncertainty at the top that markets typically dislike.
As recently as 2024, more than one in five new CEOs had already led a public company. That share fell sharply in 2025. Of the 140 first-time CEOs appointed, 116 had no prior enterprise CEO experience. Two-thirds had never served on a public company board, meaning many are stepping into the role without prior exposure to shareholder oversight or public company governance.
Josh D'Amaro appears to be the frontrunner in the race to be Disney's next CEO, and the Mouse House's latest quarterly earnings showed why. Disney's experiences business, which D'Amaro oversees, is the backbone of a company that's being weighed down by the struggling pay-TV business and isn't yet lifted up by its streaming profits. And when that part of the business sneezes, the stock catches a cold.
With it seeming likely that RedBird complete their repayment for the vendor loan involved to purchase AC Milan, there is talk of a new CEO arriving. In the past few days, there have been several suggestions that Gerry Cardinale may be close to repaying the vendor loan which allowed him to buy Milan in the first place. Of course, this would make the reluctance to spend this month understandable, too.
Lululemon Athletica's founder Chip Wilson said on Monday he had launched a proxy fight by nominating three independent directors to the company's board, just over two weeks after the apparel maker announced the exit of CEO Calvin McDonald without a clear successor. Lululemon shares have shed nearly half their value this year as the company struggles to find its footing with younger and affluent shoppers, while battling stiff competition from fast-growing newer rivals such as Alo Yoga and Vuori,
Tesla could be forced to look for a new CEO in the coming months, as a crucial November 6 Shareholder Meeting vote will determine whether Elon Musk will stick around. A major vote is coming up at the 2025 Tesla Shareholder Meeting, as investors will determine whether Musk should be given a new compensation plan that would award him up to $1 trillion and more than one-fourth of the total voting power within the company.
GSK tells investors: Luke is a highly respected, experienced global biopharma leader, having worked at senior levels in the US, Europe and Asia, at AstraZeneca, Roche and Sanofi-Aventis, prior to joining GSK. This experience, and significant contribution to GSK, mean he is exceptionally well-qualified to lead the company, and to deliver the patient and shareholder value inherent in the company's future ambitions.
During his 24-year career at Molson Coors, Goyal has been a driving force behind many of the company's most successful recent ventures, serving in executive roles across information technology, finance and strategy. He started in Golden, Colo., at Coors Brewing Co. and has held several global leadership roles such as chief information officer for Molson Coors in the UK and chief financial officer for Molson Coors in India.
