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how Cox Internet trends have sort of transitioned versus your Internet trends
I was wondering if you think there's the potential for Charter to partner with potential builders over time
Do you feel like at this point, you need to get even more aggressive on either the marketing or the packaging front to kind of cut through this competitive noise?
I was wondering if you could just speak to how you expect you know, the competitive environment to play out when we might actually see a slowdown in that activity
with Cox, the Internet ARPU is above Charter. So can you just think about how you're thinking about managing that transition when it comes?
broadband ARPU and C&P EBITDA pressure to begin to abate by the second half of this year
if you're shifting that strategy a little bit around that 3% to 4% growth as you move into more of the converged bundle
just trying to figure out if you think the NBA will be positive to Peacock EBITDA in 2025? Or if it's a bit of a headwind
What do you need to see at direct-to-consumer to reinforce that streaming is the best strategy?
have you picked up any change in behavior at domestic or international parks due to the increased price of oil, gasoline
How big is the opportunity as you take a fresh look at the operations, where is the most room for improvement?
Could you give us any more color on how Walt Disney World did within there? I think you've spoken to some specific trends there more recently
I was wondering if you could just talk a little bit about what kind of growth you think you can do at the studio this year or over the next couple of years
could you give us a little color as to what you're seeing in both domestic parks and cruises that's driving some of that acceleration into the fiscal fourth quarter
if you could speak a little more on how you settled specifically on this location and this partner
I think domestic park margins were up 110 basis points in the quarter. I think you said that cruise is margin accretive
How are you thinking about net digital investments for fiscal '26 and fiscal '27
is there any way to think about how much your pricing has come up structurally over that time
The FCC has been much more vocal around, I think, what it's kind of expecting in terms of reverse comp and splits
how you think about different partners there. One partner has probably the most sports rights
Could you talk about the timeline for the FanDuel licensing that you need to go through
is that right? And congrats on that. And how are you thinking about bundling opportunities with Fox One
with the 15 million fans run rate you’re looking to add by the end of next year
Is that just because there’s more third party venues or is there something sort of structurally superior
the main driver of FX neutral revenue growth slowing from 12% year over year in 2Q to 11% year over year
As you look at the ad tier average revenue per membership today, what are the biggest opportunities
amortization for content growth is accelerating in 2026. How is the slate performing
Can you provide some context as to where you're pushing for the most incremental investment
Can you please provide more color on the nature of the tax expense and why it fell above the operating line?
we're curious about the components of the constant currency increase. Is this due to a better underlying
Can you unpack the key drivers of the expected UCAN revenue growth reacceleration in Q2? Is it mainly pricing
What FX volatility do you think you can successfully hedge out in 2025? And what are the best ways to estimate
I was wondering if I could just pin you down a little bit on expectations for EPS growth.
the Street is still skeptical on the sustainability of growth at the new Omnicom
I was just wondering if we could get some underlying trends or even growth rates, especially of what you're seeing in integrated media versus advertising versus health
I was wondering if you could give us any sense of what your expectations are in organic growth for the retained business this year
media and advertising continued pretty strong growth in the quarter, I think up over 9% organic. So could you maybe talk about first how Creative is performing within that
how are you thinking about the incremental synergies from here versus what you've talked about previously
I think last quarter you said creative was flattish in Q1 and might pick up during the year. So I'm just curious if you've seen any pickup
I was wondering if you could spend a little time talking specifically about trends in pharma and health
Is there any way to think about Omnicom from a net organic revenue basis at the moment, so we can put those kind of apples-to-apples
When are you able to start to go into pitches together? I think one of the best ways, to prove to the market that this merger is offensive
given that Paramount Skydance Corp outbid a larger competitor for Warner Bros., I think investors view it as a must-have
Should we imply that synergies are coming through more strongly or are there additional operating outperformance?
How should we think about the underlying drivers of growth at Paramount Plus and the acceleration in the back half
just wanted to ask if you've had any conversations yet with the NFL. It's a big topic for investors, especially with you and Fox having so many games on Sunday
what did you learn from your experience at Skydance, especially creatively that you all think you can now apply since the studio
Is there any way you can help us think about how much investment you plan to put into Paramount Skydance over the next several years
the FCC's been pretty vocal about some things it wants to do with affiliates and talking about reverse comp
I'm just wondering if you're seeing that yet. Is it firming up? There's a lot of new digital inventory coming to market from a variety of platforms
do you think can return the company to advertising growth in 2025, again, kind of excluding the Super Bowl and political comp
how do you think about the opportunities in streaming to go beyond just bundle deals, and into something that's a little bit deeper from a consumer perspective
there is a little bit of a deceleration in kind of same-store sales in platform from Q4 to Q1
I was just trying to unpack the platform growth a little bit between some things you had last year
is it logical to assume some deceleration just as you start to comp some of the DSP integrations and other things
how that plays into your SSD revenue. If pricing goes up, but folks do end up on some of these lower subscription tiers
help us understand how you can get back to that $3 billion in EBITDA level with the studio longer term
can you speak a little more to the scripted show pipeline you've got upcoming on HBO
the guidance, I think, for adjusted EBITDA is relatively in line with 2025
Do you think you can continue to hold EBITDA at or better than the pace of the top line
is there any good way for us to just think about the revenue or the EBITDA of the studio business, excluding that
what is really unique to it that can't be found anywhere else and separates it from other streaming services
Do you think that those opportunities will exist with rights that come available to market
what you think a leverage ratio could be that still preserves or increases the equity value
do you have a sense of how big that extra opportunity could be for Max in the US