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give us your sense of sort of what the mix is today in terms of in-app purchase only versus hybrid?
what counsel would you provide to the buy side in terms of using those numbers and trying to do some math to get some sense of how well you're doing?
Is there any sort of context you can give us of like when you looked at that same metric during the pilot phase, what was it?
what's sort of the right runway that you have in your mind before those 2 could be at parity in terms of efficacy?
it implies something, maybe I'm doing the math wrong, 3% to 5% sequential growth, which seems a little bit slower than I think your aspiration
Would it be possible to share how many people are on your pilot now for ecommerce?
Does Disney believe there is a secular shift towards short form and user-generated content? And if so, how can Disney capitalize
Do you think the EBIT mix will be more balanced at Disney going forward? Or do you think it will still be an experiences-driven company
Is that M&A happening more rapidly or building happening more rapidly, and should we take the 2029–2030 numbers up
are you seeing any sort of signs of sort of maybe sort of bimodal behavior whre the high-end consumer spending more
Is this CapEx really moving more overtly into outright ownership of these arenas? Is that what we're talking about
it's a year into the Spotify deal, can you just remind us what you are hoping to achieve with that agreement
why did you decide to sort of focus the [indiscernible] on core operations? Why do you think that's the right way to look at the business
I just had one clarifying question on the margins on the disposed businesses. Is that on the $2.5 billion? Or is that on the $3.2 billion
your multiple seems as low today, you know, anytime, you know, maybe x the GFC, back in '08 and maybe ex-COVID in 2020
When do you think the street will have evidence or you will have evidence that the market has embraced your notion
do you mind just talking a bit about your sort of posture, as it relates to buying back stock given that your shares are down
My my fear is that your equity turns into, a bond, meaning it's well run. It generates a lot of cash, but there's not as much enthusiasm
How accurate would you say your firm, your management team was in terms of predicting you know, how well these titles would do
I just wonder, is that still true? And do you mind just sort of unpacking sort of the main drivers of that?
Should investors look at that as indicative of potentially the quality or number of games that are gonna unspool onto the income statement