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I'm wondering if you could share a little bit about what you've learned so far in terms of adoption, engagement, anything interesting in terms of what kind of packages
How does this agreement and the content you're getting help Jimmy grow that business faster? Can you talk a little bit about how you see this playing out
is the broadening out of Disney+ into other areas of content helping the business from a sign-ups, churn engagement point of view
what do you think will be the most impactful to driving that business? And what's realistic for investors to sort of -- in terms of time line
your ability to deliver on your guidance on the domestic parks front for the year. So any update there would be greatly appreciated
Why is that the wrong conclusion, and how do you see the underlying engagement trends, in the business
can you talk broadly about the health of the business and how you would frame the opportunity ahead
can you share any data points around your upfront negotiations?
What is Netflix doing to leverage AI for its creative partners? How meaningful can this be? And are there any
do the strong viewing numbers for the NFL games leave you more interested in full season sports rights for Netflix
whether you guys are saving any capacity for meaningful spectrum investments
definitely getting more questions from investors about a foldable iPhone and what that might mean in terms of consumer demand and upgrade rates
how are you making sure you're sort of segmenting the market the right way between fiber and fixed wireless and being efficient with your marketing
Your three-year guidance assumes that gets better, that margins expand next couple of years. Wondering if you could talk a little bit about how you deliver that
how do you guys think about the returns you're generating in this business
Can you talk about, since John, you've been there the whole time, the returns you see in the 30 million ahead versus the 30 million look back
There was a press report back in March around AT&T Inc. in talks to acquire Lumen's mass market consumer fiber business
what's happened and how that may impact your ability to take costs out of the business even faster than you already sort of laid out for us
Any update on sort of how you're thinking about gross adds and whether that can maybe inflect positive in '25
Pascal, I think you mentioned maybe some pent-up demand benefited the fourth quarter coming off the labor strikes at the end of Q3
What are you doing to make sure that this migration is customer-led I think it's pretty clear it's good for your business to move to a digital provisioning model, but your retail distribution, your...
can you talk a little bit about the path from here to full run rate, if there's any guidance you can provide to us on sort of the time line to capture all those synergies
you talked about sort of this -- the network perception gap and committing to narrowing that. Can you guys talk a little bit about your strategy and tactics to close that gap as quickly as possible
Could you guys unpack a little bit of the drivers there and whether you're more optimistic about growth in that line
I wanted to ask you if you could spend a little more time on your strategy there and why you think it makes sense
sort of the go-to-market and, you know, expectations for kinda driving that business into the base
Now that you've been in the seat, what do you think is the biggest opportunity ahead of T-Mobile US
I hope the Vistar acquisition was an interesting one. And you talked about T-Ads back at your Capital Markets Day
I wanted to ask you a bit more about sort of the mix between kind of ARPA growth and account growth
how you're thinking about customer lifetime values as you move forward
Verizon's back book is overpriced
you guys have, you know, meaningfully more cash flow to play with now
Can you talk a little bit about the March and April gross adds improvement and sort of how much that's been tied
sort of talk a little bit about the competitive environment and sort of what gives you guys confidence