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it looks like Q4 kind of implies a slightly lower number than Q3. Anything to call out there?
could you just break down kind of what you're seeing in the Caribbean and maybe Alaska?
does this kind of maybe reintroduce the idea of just trying to smooth fuel prices a little bit through reintroducing a hedging program
Just wondering if you could dig a little more on the iGaming business.
I just wanted to kind of dig in a little further on just cadence, if we could.
I was wondering if you'd be willing to just kind of break down a little more granularity around the revenue guide.
just looking at franchise and license fees up 8.5% year-over-year. If I look at 7% NUG and 4% RevPAR
to the extent that the disruption in the Middle East might might cause some impact on 6% to 7% growth this year
curious what you're seeing out there in terms of opportunities, you expect that that should pick up over time
The maintenance CapEx and the SCL level CapEx in the slide deck moved up for the next couple of years
The promotional activity in Macao looks like it ticked down a little bit sequentially
if we apply seasonal levels of kind of sequential growth to the market, we come up with some pretty big numbers
Could you guys just talk to what you're seeing in the promotional environment in Macao? Has that changed dramatically in the near term
As I look at the new fee revenue growth, about $60 million higher than where it was before
how would you view kind of success in renegotiating those deals?
Do you guys expect that that does get back to kind of pre-pandemic levels? Or is just the changed a little bit?
what kind of early action you're seeing on buy-in, what you're kind of embedding in your guide
help us understand how it makes sense that kinda maybe marketing spend, where exactly was that inefficiency?
How open are you guys to some fresh set of eyes on the Board
If someone was to approach you guys and were interested in one of the brands, would you explore that
how you think the introduction of Celebrity River might impact the long-term pricing dynamics of the Celebrity ocean brand.
Could you just maybe provide us with any sort of color on the back half of the year and what we should expect
how you're feeling about the gaming -- the amount of gaming product in the market or in your portfolio?
is this you guys just what you're now seeing in the market? It just gives you increased confidence a few years from now of what the TAM is?
Could you just talk about what you guys are seeing in terms of promotional competition and expectations as we progress through the year?
could you guys just give us any kind of signpost to think about, be it even when the rooms will go on sale
could just you guys walk through any expectations around anything you want to do in this market?