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What gives you confidence that Magic can grow off the higher base that we've seen over the last 12 months
walk us through the puts and takes of the updated guidance for today, the thought process behind the raise
Just be curious if you'd unpack some of the key drivers there as we went into year-end and then your expectations as we look ahead into 2026 on what the top-line contributions from the game could b...
I would be curious to get your latest views on how AI impacts the video game industry, whether that's on the cost curve, barriers to entry into the industry itself, or the type of gameplay that con...
I was just curious if there's any way you can maybe help investors size the cost impact expected from the game next year
Just be curious to get your latest thoughts on higher prices and just generally how they're being digested by retailers and consumers.
Just curious if you could talk a little bit more about how demand for Final Fantasy materialized versus your expectations in the quarter?
when is the last possible moment that retailers would need to make a decision around holiday orders as we head into late summer early fall.
It looks like revenues accelerated here in the first quarter. Curious if you could just speak a little bit more to the momentum you're seeing there
I'm curious, if you could talk more about the swing factors that are top of mind for you as you think about what could cause you to come in at the high end of that range
I was curious if you would be willing to unpack your expectations for the concert segment in the back half of the year
update us on what you’re seeing on the demand front out there for live music globally as we head into the second half
I wanted to see if you'd be willing to talk a little bit more about the building blocks to the outlook for double-digit AOI growth in 2026
as you think about the quality of that supply and maybe some of their early demand indicators you're seeing across the footprint
help us break down some of the puts and takes to concert segment AOI growth izn 3Q
where we stand in your dialogue with the FTC? And then maybe related to that, where we stand in the DOJ's process
how you would encourage us to think about the concert segment as we head into the third quarter
I thought it would be a good opportunity to get your latest update on OCESA and how the evolution of the broader Lat Am strategy is playing out
the latest update we got this past week is the DOJ stage trying to bifurcate the case. Curious if you could just update us on the latest there
the ramp in Venue Nation venues that expect to come online over the next year or so. Curious if you could maybe talk a little bit more about the pacing
could talk a little bit more about the demand trends you're seeing play out across the slate so far this year
how we should think about AOI growth this year, how does the mixed shift back towards stadiums in '25 impact that
I'd be curious if there was any more detail you could provide around the drivers of that increase.
how you keep engagement growing from here, how you're thinking about things like balancing international engagement
I think growth decelerated in the first quarter quite a bit. I was just curious if you could talk a little bit more about the puts and takes
I was curious if you could expand on that a little bit and maybe update us on perhaps to what extent you're seeing increases in engagement translate
I'm curious if you would be willing to unpack that in a little bit more detail for us
Any key points or key drivers that you would encourage investors to keep in mind just as they think about 2026
I'd just be first curious, Mark, if you could maybe discuss why you thought Paramount was the right partner on the LatAm and Australian side
Just would love your take on the story that's playing out in that part of the business
how should we think about the pace of execution on the sponsorship opportunity?
I'm just curious if you could talk a little bit more about what areas specifically are driving some of that outperformance versus your expectations?
I would just be curious if you could talk a little bit more about what specific areas of outperformance were captured in in the first quarter
Anything more you can say on how you're thinking about the pacing of that $2 billion share repurchase program?
how can we think about sizing those opportunities both this year
Maybe you could talk a little bit more about the opportunity as you see ahead of you over the next 12 months or so?