Mike Morris

how do those businesses fit into a Disney focused paradigm that is strong across both entertainment and experiences?

Can you just talk about what's different in 2Q and then how that will change in the back half of the year for the guide

Can you talk a little bit more about the drivers of the segment in fiscal 2026 in the context of that high single-digit operating income growth

on international, you noted the some softness in demand in China and the question is, is that getting worse

can you provide an update on what you're seeing in the demand environment in the U.S. in particular, and whether that changed from the end of the last quarter

on the fourth quarter call, you mentioned that bookings in the back half of the year were positive at that point in time. I'm wondering if you can give us an update

Can you share any more detail on those games, when they're going to air and where they're coming from?

can you share a bit more detail on the improvement in the rate of subscriber declines that you saw? How much did that improve

can you share some more detail about the growth rate that you saw there on advertising during the quarter, how that's pacing for the balance of the year

trying to understand where you see this pricing relative to your potential and what's driving the strength in pricing there

Would you be willing to give us some parameter of where you think that may come in, perhaps relative to the investment levels last year

There's been some press reports that ESPN and NFL might enter an agreement that would give the NFL an ownership stake in ESPN

You're outpacing the broader CTV market pretty meaningfully. So I'd love to hear any detail on why you think you've been able to do that

love to try to get some details on your view of pricing of the product, the addressable market and whether you expect to take on any partnership

could you give us any thoughts on looking into fiscal '26 and how we should think about any of the puts and takes after the strong fiscal '25

It sounds like you're seeing incremental and arguably sustainable demand from some of -- from advertising buyers

Can you talk a little bit about what you hope to achieve by doing that? And then, are there any incremental costs related with that

Comcast said last week that they are considering separating their cable network business from the rest of the company

Do you feel any more comfortable maybe that we are getting closer to a bottom in the rate of a bundled subscriber declines

Does your planned acquisition of WB impact your approach to pricing the near to intermediate term

Is there a path to additional tiers of service based on types of content available?

can you discuss the key incremental costs that will drive lower margins in the second half? Do you expect these

can you share more detail on UFC and how it has performed in the first several months now that you have had about 10 events

Dennis, I think you mentioned an expected decline in theatrical revenue in '26. I'm hoping you can reconcile that

do you see that as a leading indicator of potential acceleration on the top line in the future and sort of what's gap between the viewership strength and revenue

I wanted to ask first about the DTC trends, and specifically you said you were pleased with the response so far from Charter customers