There's a lot here. I would just quibble with the idea that Iger may want Indy V to fail. I find that exceedingly unlikely.
Kennedy has been involved with gender ideology, radical feminist intersectionality and basic woke ideology for many years. I think Iger thought this is the way Western Civilization could eventually head, and he wanted to ride the crest of the wave. Instead, what poles increasingly indicate is that woke ideology though very LOUD, has only been accepted by a small fraction of people inside Western Civilization, and virtually no one outside it. In fact, it seldom survives age 25 even in those who adopt it very early. Reports of this have been making it through to CEOs for years, and eventually they will read the tea leaves. Iger sees the reactions to Bud Light, Target, and the Dodgers as indicative of where culture is headed, and it is not headed where Kennedy wanted Iger to believe.
So yeah, Kennedy out, Favreau and Filoni in. Certainly its coming. Disney is pouring its life blood out onto the ground and they have to stop the bleeding.
BTW, it's not just Kennedy and the woke stuff. People hate the MC Universe stuff and the animated to live action conversions are failing. Stuff like Lion King, Aladdin and Little Mermaid didn't need makeovers and they have not been the assured smash at the box office Disney had presumed. Word is they're considering going back to the decades old method of delivering one animated fairy tale type story every other year (often involving speaking animals) and live action stories the years between. That worked for decades, and replacing Robin Williams with Will Smith obviously did not.
As to the Star Wars hotel, it required an appeal outside the US because it is $6k/night. It was never marketed nor intended toward the general Disney audience. Woke ideology cut off overseas support, so if Disney reverses course on its commitments to perversion, they may yet reclaim the petro-dollars, etc., they needed for that venture to succeed.
What were they thinking, that rich Arab oil barons would bring their families to the land of perpetual perversion in order to enjoy the hotel? Did Disney really have no idea what Islamic peoples think of woke ideology?