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are you seeing more pressure on fixed wireless with AT&T's efforts in that area?
Do you have a number for '26 and maybe more detail on the sort of the use of the cash tax savings.
could you update us on the rollout of Seamless Entertainment? I think we were waiting for some progress on the digital storefront and folding in some new apps.
Can we expect the high-speed data subscriber losses for the year to improve versus last year?
Just what are your thoughts on the potential landscape and maybe regulatory framework
Talk about the competitive environment in high-speed data and just sort of how that has evolved over the last several months
Is there evidence that wireless and convergence in general is lowering churn in the broadband base?
how do you see competition shaping up in the business market? And can those business trends sort of remain
can you talk a little bit about what you see in terms of CapEx trends? Maybe on the cable side, are there opportunities to deploy additional capital
It looks like you guys are seeing some additional pressure on subs there. Can you talk about the competitive market you're seeing
Are you seeing anything on the government side? Can you talk a little bit about your government exposure
is there any sense that that could be driven by the slowing macro environment
Does that equation still hold as we look forward considering the new strategy to combine broadband and wireless
Just the change you guys saw in December, was that -- do you think that was more from competition?
John asked about the cadence of SVOD entertainment margins now that we've hit double digits here in the second quarter
when do you envision the user-generated content showing up on the Disney Plus platform? When can we expect to see that
It looks like domestic parks attendance was a little light in the fourth quarter. Hugh, is that driven by sort of competition? Macro?
can the launch of the ESPN platform accelerate growth on the D2C side, either from a subscriber standpoint or from an engagement standpoint
can you update us on the cost-cutting initiatives and how far along you are
you have guidance for high single-digit earnings growth for the year, started out with earnings growth of over 40% in the first quarter here
Any updated thoughts on potentially building out some large footprint sites
any thought to moving to behind-the-meter power solutions in some of your new projects?
how should we think of the how you guys look at profitability of the World Cup this year versus what you've had in the past given it's in the US
on the news side, you guys closing the gap with in terms of CPMs with broadcasting? And how should we expect that to sort of move forward
How should we think of the long-term margin trajectory on that platform
any other color you could provide on FOX One in terms of -- I know you don't want to give sub numbers, but just sort of sub uptake
can you just follow up on the LatAm comments? Just what's the strategy there
just an update on the cable advertising trends and the efforts to sort of expand the advertising base
Are you seeing any sort of quantifiable shift from Dr. to brand advertising?
I got a follow-up on the D2C comment that you talked about launching in the near future. Any additional details you could provide
you saw some nice acceleration there, and it sounds like you guys got all the renewals done. Any color in terms of pricing
how you see the ad environment shaping up post-election? And maybe what you're seeing now in terms of pricing from a direct response standpoint
Any details you can share about the World Baseball Classic viewership?
How has member retention been trending, given the Q4 strong paid net additions? Have you retained the bulk
What are you seeing in terms of ARPU? There seem to be some moving parts with exiting the hard bundles
how should we think of the long-term profitability of the D2C business? And what are the major levers to get there
any high-level thoughts on the Paramount/Warner Bros. deal? What would that mean for linear TV distribution?
just anything you can say about further spectrum sales, maybe timing, or whether we should expect them
Charlie, could you talk about how it will be capitalized? Will all the proceeds from the spectrum sales go into EchoStar Capital?
you still have the AWS-3 spectrum. Any update you can give us on the potential sale of that block?
any update on negotiations with the tower companies?
Can you talk about sort of how widely it will be rolled out? What kind of support you have from an advertising standpoint
the phone churn trend definitely improved up 6 basis points. You have been seeing double-digit increases
on the fiber convergence rate, 42%. Increased by 200 basis points. John, where do you expect this level to get to over time, maybe over the course of the decade? And do you expect the sort of rate ...
consumer wireline revenue growth looks like it slowed in the quarter. Could you just talk about some of the drivers of that slowdown
should we expect continued pressure on ARPU on both wireless and broadband as we look out over the next several quarters
how would you say the company is positioned? If we see higher promotional activity in the fourth quarter given the changes at Verizon and T-Mobile
can you talk about whether you expect to see a similar increase in the second half of the year based on what you're seeing from a competitive standpoint
Is there any way to quantify the savings from this initial filing or talk about the opportunity for savings as far as that initiative is concerned
is there any way to frame the impact of the or quantify the impact of the higher upgrade that you are seeing so far in the second quarter
if we add back the vendor adjuster it looks like EBITDA was only down about five percent. This a good rate going forward
on tax reform. One, just what's your view on the chance of getting that through? And you mentioned that you could go a little faster with some of the CapEx
are there any direct cost savings that would come with this that you could potentially see in '25 if that's successful
How does the runway look there? Do you expect similar growth this year as we saw last year?
could you comment on the competition you're seeing in the sort of postpaid market?
how big of an opportunity do you think the sort of fiber business is? I know you have targets out there for homes passed. But can you talk about how many sort of homes passed you have now at fiber
you guys saw strong sub growth in the quarter despite slightly higher churn. Could you just give us an idea
Can you give us a little more color on that? Is that sort of a 50,000-run rate for the next few quarters
Are you guys seeing any macro pressure in the prepaid market or on the wholesale market that is starting to emerge
Do you still believe that's the case, number one? And number two, do you think we've pushed a little too hard on pricing
are you assuming faster postpaid service growth or sort of less of a slowdown on the wholesale side
the guidance sort of goes against the narrative that we're seeing slowing growth in subscribers
any color on sort of how much of the $5 billion in OpEx savings we've seen thus far and how it ramps for the year?
How should we expect the fixed wireless and fiber broadband in terms to sort of play out through the year
flat service revenue growth in mobility
expand on your vision of the company
it looks like you saw further deceleration in postpaid ARPU growth
Any additional color you can give us on how tariffs on, I guess, first handsets and then telecom equipment
any sense in how big this opportunity could be both on the connectivity side or in terms of the space and power
is there a way to bottom-line it in terms of how you see EBITDA trends in that business as we look out to 2026 and maybe beyond
what is your appetite for building a sports business and potentially securing additional rights
David, just your thoughts around pricing power of the MAX product
any other sort of color you can give us from either a revenue or overall profitability standpoint
do you think they’re going to see meaningful adoption and drive any sort of meaningful change in either cord cutting