I have to figure Kennedy retires within the next few months as rumored by Pinewood Studios. She'll wait 2-3 months so it doesn't seem like Disney cleaned house.
Earning report was very underwhelming. Also Star Wars "hiatus" while Marvel continues to crank full steam is plain inexcusable to shareholders. Nobody is going to understand why this IP can't make at least 1 movie a year.
Alan Horn has already had responsibility for some of Star Wars decision-making. He'll most likely continue on as the shotcaller, and all this means is Iger over-stepping Alan Horn is officially over.
The CEO of course has to sign off on the money-- but creatively, that was always supposed to be Alan Horn. Iger's involvement in creative and direct hands-on approach to Star Wars, from 2012 confirmed via JJ Abrams, likely made him a target.