Based on when Iger came back into the picture fully, and likely pausing any and all future projects for review, I suspect this is why the last D23 was more of a blue sky pitch. My hope with D23 this year is that we will be getting some real substantial announcements, with committed plans, concept art, and years expected.
Disneyland Forward should be voted on in May (I think), so if they’ve been working on any plans for if and when that is approved, they could be ready to announce at D23.
I do think Epic Universe will benefit Disney next year, especially as Orlando attendance has been down last year and seemingly this year for both companies. Next year, if Epic pulls in the tourists as hoped, we should see both companies parks increase in attendance. My fear is cannibalization of UOF, and AK if tourists don’t come in droves.
If Disney is smart, they’ll be breaking ground later this year on something, with hopes of 2026 open, for the year after Epic opens.