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Chris, what do you think the sustainability of the video sub gains are?
can you just give us an update on more color on Cox acquisition, how you're preparing for it? And any -- just timing as well.
How do you see the offer evolving in terms of whether it's personalized recommendations or something else?
on LA, I know you said you'd be more specific on the first quarter call, but is there any early read that you can give?
what gives you confidence the returns will become more visible in your consolidated earnings over time
Can you step back and talk about how you are thinking about your asset portfolio over the next twelve to twenty-four months or longer
you could drill down a little bit on -- not that you're competing directly, but just what you're seeing in your various lines of business
what are your plans to scale up, if any, globally? If you are, do you need to participate in M&A to actually do that
What do you view as the most underappreciated growth levers for Comcast as a whole?
Could you maybe give us some more color on what you're seeing in the market dynamics in Orlando, whether it's overall market growth
you said you were open to streaming consolidation. Could you give us your updated thoughts on that
the industry not just you, is very vulnerable to this lack of visibility and changing economic environment
Can you give us any update? Do you think the market will consolidate in streaming?
on SpinCo, can you maybe discuss the strategy a little bit more? You mentioned that -- you alluded to streaming
Can you provide color on how you plan to supercharge your content division? What changes should we expect
do you see any areas your successor can really kind of jump start that would really drive the business for the long term
do you see any role for Disney and if not, any concern that you'll see a stronger competitor coming out of all of this
Can you talk about how you see the impact on that moving to another region, another side of the world and how you think about the impact of that ship
can you give us like some comments on what you're seeing in the market, the move to programmatic? Is it having an impact on your share of markets
on Abu Dhabi. Since you're not putting capital in, is there any ownership or is this simply a royalty
How do you think about the TAM with the potential subscriber impact? Obviously, some great films coming onto the platform later this year
can you talk about how you view the path to profitability in the new contract given the weaker season to-date ratings
it seems like you've you've been making a lot of talent deals in the last few months. And it it seems notable. So how are you thinking about the entertainment business overall
we're also expecting, like, a big step up in cost. I don't know if you can address that or not, but do you think about offsetting increased cost
Can you just talk about how you may use that? Do you think your asset mix will change in coming years
you gave some color on FOX on the news side, just on the broader advertising, sports and entertainment and Tubi, that would be great
the industry is going to do M&A in the current year or the coming year. How will FOX participate or not
You guys are like clearly outpacing the market. And so you gave us some color on Tubi and FOX News. Just overall television
The balance sheet is just so strong. So, clearly, you have lots of options. Can you give us some color on how you're thinking about that
Can you talk about the path to profitability and the drivers, whether it's programmatic and fill rates or content
you said it's accelerating. Lachlan, you walked through all the characteristics, but you had that before. So why is it accelerating
Can you talk about how long it will take you to get through the approval process? And once you do, what would make you exercise earlier or later
Do you see that as an opportunity or threat? What implications might that have for Netflix
are there certain types of assets that would strengthen your moat, i.e., what is your view of owning
do you have all the tech and tools you need to significantly scale-up and move from the crawl to walk phase
when do you think agentic trading will become the dominant dynamic in programmatic media? And how will The Trade Desk be impacted by this?
How do you envision the share shift in walled garden versus open Internet over the next few years?
Can you talk about the progress that you're seeing in OpenPath
it seems like OpenPath is at a tipping point this year, and it was one of your top 5 priorities or focus
how you feel about the sports portfolio today? Are there assets in there that you think are underappreciated
How do you think about mining the deep catalog? And can you give us some color on what's in Discovery Global Networks
Can you talk about what else you see as future franchises and kind of the halo effect that the success can have
what you see as the like underappreciated opportunity for growth in this business
Do you believe there's still opportunity to scale further here
Maybe you could discuss some of the drivers you have to increase ARPU over time
Can you talk about potential longer term more transformative actions
in the shareholder letter there was a comment on near term linear pressure as you add direct-to-consumer