Ben Swinburne

do you look at that sort of the value of data center assets in the public and private markets relative to what's embedded in your stock

is there any, I don't know, court date or any other process info you want to share with us

any sense in the application activity or anything else with AT&T or your other carriers on fixed wireless starting to be a more clear tailwind

Does the fact the business is performing better make you more or less interested in exploring strategic options

the role fixed wireless may or may not be playing in carrier investment into their networks

just wondering if you have any update in terms of the process or things that the team is focused on or opportunities that you think are sizable

if Sunit could talk a little bit about the one-timer in the quarter

as we see the EchoStar spectrum get deployed, particularly where it's simply a software upgrade, is there any opportunity for Crown Castle from a revenue point of view?

What -- can you talk a little bit about what's happening there? How much of that might be kind of structural

I was wondering if you had any updated thoughts on how genAI or AI could drive incremental traffic by your customers and therefore incremental tower revenue

Can you talk a little bit about sort of the phasing of costs through the year?

any tax implications either tax -- cash tax liabilities tied to the sale or any other tax implications for the company

I'm wondering if you could maybe assess the position of spectrum Mobile in particular in the market with consumers.

Jessica, I think back in September, you had suggested that the fourth quarter EBITDA decline would be maybe less significant than the third quarter.

I'm wondering if you could talk about you know, why it's working well for you in this environment?

I'm just wondering if you guys are thinking you can grow -- you can improve your broadband results in '25 versus '24 when you consider no ACP?

how are you guys just ensuring that the customer quality is there and making sure you're putting in kind of the right guardrails

you mentioned a couple of things on Epic, focusing on expanding ride throughput, et cetera, operating leverage

can you talk a little bit about how you see the rest of the year playing out for that business

When you look at the business in the back half, should we expect any movement up or down in that

Curious if you guys have any update for us on how to think about Peacock losses over the rest of this year

What would you tell us to think about at least over the next few quarters as you roll out these plans?

how do you think about the growth opportunities for what we used to think about as kind of the television business at NBC

should we be expecting net adds to accelerate? Is that what success looks like there?

I'm wondering if you could share a little bit about what you've learned so far in terms of adoption, engagement, anything interesting in terms of what kind of packages

How does this agreement and the content you're getting help Jimmy grow that business faster? Can you talk a little bit about how you see this playing out

is the broadening out of Disney+ into other areas of content helping the business from a sign-ups, churn engagement point of view

your ability to deliver on your guidance on the domestic parks front for the year. So any update there would be greatly appreciated

what do you think will be the most impactful to driving that business? And what's realistic for investors to sort of -- in terms of time line

anything interesting or surprising to you in how, I guess, sort of you're acquiring FOX One customers when you look at all the different options

Maybe taking another stab just at the investment levels this year. I think Steve's conservative estimate last quarter was $350 million

you also know that consensus is expecting like, I think, a 10% decline in EBITDA. Obviously, you lap political on the Super Bowl

how you're thinking about what you can get out of launching D2C versus any risk you see in your MVPD relationships

how do they look at local station buys versus Tubi? Are there, are there, are you solving sort of different equations for campaigns

can you talk broadly about the health of the business and how you would frame the opportunity ahead

can you share any data points around your upfront negotiations?

What is Netflix doing to leverage AI for its creative partners? How meaningful can this be? And are there any

do the strong viewing numbers for the NFL games leave you more interested in full season sports rights for Netflix

I was wondering if you could talk a little bit about Paramount S guidance's broader M&A philosophy and just how you think about industry consolidation

can you talk a little bit about the expectations you have for linear declines and streaming growth, the drivers behind those things

I think you just said profitability for D2C in '25. I think the last guidance from you guys, I might be stale on this, was domestic profitability

I'm just wondering if you could talk a little bit more now that you guys have been working on it, as to sort of what you're solving for. What are the key variables you're looking for?

Is there any opportunity with the FCC to sort of combine those two try to monetize the spectrum

What does the FCC want? What is the end game for them?

Do you have a dollar number you can share just to make sure we're looking at it the way you guys are as we think about 2025?

Can you just talk a little bit about HughesNet's position, you know, the technology of JUPITA 3 and how it compares to Starlink

maybe you could talk a little bit more high level about what that kind of structure might look like as it relates to SBA

Any update on how we might want to think about international churn as we look out over the next couple of years relative to what we're seeing in 2025?

I'm wondering if you could talk a little bit more about what Verizon gets out of it, what motivates them to sign a comprehensive MLA

I was curious if you had any thoughts or any comments on how you see the growing satellite business potentially competing or not or complementing towers?

can you give us a sense of your visibility into sort of the full year domestic site leasing growth?

whether you guys are saving any capacity for meaningful spectrum investments

definitely getting more questions from investors about a foldable iPhone and what that might mean in terms of consumer demand and upgrade rates

Your three-year guidance assumes that gets better, that margins expand next couple of years. Wondering if you could talk a little bit about how you deliver that

how are you making sure you're sort of segmenting the market the right way between fiber and fixed wireless and being efficient with your marketing

how do you guys think about the returns you're generating in this business

Can you talk about, since John, you've been there the whole time, the returns you see in the 30 million ahead versus the 30 million look back

what's happened and how that may impact your ability to take costs out of the business even faster than you already sort of laid out for us

There was a press report back in March around AT&T Inc. in talks to acquire Lumen's mass market consumer fiber business

Pascal, I think you mentioned maybe some pent-up demand benefited the fourth quarter coming off the labor strikes at the end of Q3

Any update on sort of how you're thinking about gross adds and whether that can maybe inflect positive in '25

Is there a message there? Are you trying to signal something to the market about sort of inorganic versus organic?

if there are thoughts or opportunities or maybe that ship of sale of doing more in boxing kind of wholly owned as a promoter

why not go out elephant hunting for more?

can you talk about what you think the big changes, opportunities, impact will be

Now that you guys are, I believe, out of the exclusive window, you give us any update on that process?

anything else you can tell us to sort of help us think about free casual conversion, including acquired businesses now that that deal's all done

has that shift to Netflix outside the United States registered yet in terms of the stuff you guys look at that matters to your business?

Maybe you could just spend a minute talking about the outlook for that combined revenue stream?

you talked about sort of this -- the network perception gap and committing to narrowing that. Can you guys talk a little bit about your strategy and tactics to close that gap as quickly as possible

can you talk a little bit about the path from here to full run rate, if there's any guidance you can provide to us on sort of the time line to capture all those synergies

Could you guys unpack a little bit of the drivers there and whether you're more optimistic about growth in that line

I wanted to ask you if you could spend a little more time on your strategy there and why you think it makes sense

Now that you've been in the seat, what do you think is the biggest opportunity ahead of T-Mobile US

sort of the go-to-market and, you know, expectations for kinda driving that business into the base

I wanted to ask you a bit more about sort of the mix between kind of ARPA growth and account growth

I hope the Vistar acquisition was an interesting one. And you talked about T-Ads back at your Capital Markets Day

how you're thinking about customer lifetime values as you move forward

you guys have, you know, meaningfully more cash flow to play with now

Can you talk a little bit about the March and April gross adds improvement and sort of how much that's been tied

sort of talk a little bit about the competitive environment and sort of what gives you guys confidence

if you could talk about the bridge from what we're seeing in 2025 to that level of profitability

any tax implications should you guys change the structure that you talked about in the strategic review press release

The 20% margins at DTC, any timeline that you’d want to share with us at this point

there’s a comment that you think you can stabilize segment revenues over the next few years following the MVP agreements