Call_me_jorge said: "I wonder why Disney is moving away from Nederlander. I know they don't have to be exclusive with one theatre owner, but I wonder why are they not working with them now after so many of their shows ended up in Nederlander houses. "
The Nederlander houses are booked. The Palace will be unavailable, the Neil Simon has Cats, the Lunt and Marquis are currently booked with no estimated availability dates, and need I even mention the Minskoff, Gershwin or Richard Rogers, which will be occupied by their current tenants for years? And the Brooks Atkinson and Nederlander theaters had just reopened when Frozen was announced so they weren't available.
While the landlords can have an idea how long a show will run, they can't actually book another show into the theater unless that production announces its closing (either publicly or privately) or by the landlord invoking the stop clause (the conditions of which do not have to be met in consecutive weeks, and the landlord can permit the show to run until they find another tenant).