When looking at the current slate with Marvel (And Disney as a whole--Jon Kasdan talked a bit about this with Willow still going to get a S2 but for reasons I'll explain); a lot of TV projects are now beginning to get delays and shifts in release windows. We've been hearing about it and seeing it with quite a bit, as noted with season windows for various Marvel Studios/Lucasfilm projects getting their windows revoked. This includes Loki, Secret Invasion, Agatha, and Ironheart; among a ton of others.
I also think part of this lies to Iger's desire to push back the time windows to allow VFX groups to have more time to make the product that would sell. And if Victoria Alfonso (who additionally has been reported to be having issues with the changes before departing on Friday); that it makes sense that she would be affected by Iger's "Cleaning" of the house as we have seen with the various other groups throughout TWDC. Regardless of Film, TV, or even Theme Parks with the bringing back of individuals like Bruce Vaughn (which that in and of itself speaks a bit).
I also think Lucasfilm really depends on what Iger and his team are finding in the Cleaning. If they determine Kathleen needs to go, I imagine it'll be a sooner announcement than some may think. And as much as I know that curates a vaccum, I unironically think a solution if they can't find a successor to Kathleen is in front of their face; and it's surprisingly 20th Century.