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when do you envision the user-generated content showing up on the Disney Plus platform? When can we expect to see that
It looks like domestic parks attendance was a little light in the fourth quarter. Hugh, is that driven by sort of competition? Macro?
can the launch of the ESPN platform accelerate growth on the D2C side, either from a subscriber standpoint or from an engagement standpoint
can you update us on the cost-cutting initiatives and how far along you are
you have guidance for high single-digit earnings growth for the year, started out with earnings growth of over 40% in the first quarter here
How has member retention been trending, given the Q4 strong paid net additions? Have you retained the bulk
on the fiber convergence rate, 42%. Increased by 200 basis points. John, where do you expect this level to get to over time, maybe over the course of the decade? And do you expect the sort of rate ...
consumer wireline revenue growth looks like it slowed in the quarter. Could you just talk about some of the drivers of that slowdown
how would you say the company is positioned? If we see higher promotional activity in the fourth quarter given the changes at Verizon and T-Mobile
should we expect continued pressure on ARPU on both wireless and broadband as we look out over the next several quarters
Is there any way to quantify the savings from this initial filing or talk about the opportunity for savings as far as that initiative is concerned
can you talk about whether you expect to see a similar increase in the second half of the year based on what you're seeing from a competitive standpoint
is there any way to frame the impact of the or quantify the impact of the higher upgrade that you are seeing so far in the second quarter
if we add back the vendor adjuster it looks like EBITDA was only down about five percent. This a good rate going forward
are there any direct cost savings that would come with this that you could potentially see in '25 if that's successful
on tax reform. One, just what's your view on the chance of getting that through? And you mentioned that you could go a little faster with some of the CapEx
how big of an opportunity do you think the sort of fiber business is? I know you have targets out there for homes passed. But can you talk about how many sort of homes passed you have now at fiber
Can you give us a little more color on that? Is that sort of a 50,000-run rate for the next few quarters
you guys saw strong sub growth in the quarter despite slightly higher churn. Could you just give us an idea
Are you guys seeing any macro pressure in the prepaid market or on the wholesale market that is starting to emerge
Do you still believe that's the case, number one? And number two, do you think we've pushed a little too hard on pricing
the guidance sort of goes against the narrative that we're seeing slowing growth in subscribers
are you assuming faster postpaid service growth or sort of less of a slowdown on the wholesale side
flat service revenue growth in mobility
expand on your vision of the company
it looks like you saw further deceleration in postpaid ARPU growth
Any additional color you can give us on how tariffs on, I guess, first handsets and then telecom equipment
any sense in how big this opportunity could be both on the connectivity side or in terms of the space and power