Steve Cahall

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?

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

if you're shifting that strategy a little bit around that 3% to 4% growth as you move into more of the converged bundle

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

is there any way to think about how much your pricing has come up structurally over that time

How are you thinking about net digital investments for fiscal '26 and fiscal '27

how you think about different partners there. One partner has probably the most sports rights

is that right? And congrats on that. And how are you thinking about bundling opportunities with Fox One

Could you talk about the timeline for the FanDuel licensing that you need to go through

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 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

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

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

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

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

what did you learn from your experience at Skydance, especially creatively that you all think you can now apply since the studio

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

the FCC's been pretty vocal about some things it wants to do with affiliates and talking about reverse 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

is there any good way for us to just think about the revenue or the EBITDA of the studio business, excluding that

the guidance, I think, for adjusted EBITDA is relatively in line with 2025

Do you think that those opportunities will exist with rights that come available to market

what is really unique to it that can't be found anywhere else and separates it from other streaming services

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