Chuck Robbins
๐ค SpeakerAppearances Over Time
Podcast Appearances
Well, I think you said that last quarter, so you proved to be correct 90 days ago.
But look, I think based on what we know today, we're 90 days into the year.
We're taking what we have in our backlog, what we see in the forecast.
But again, we have three more quarters to play out.
Lots of things can change.
The world's very dynamic.
But we're very confident in the numbers that we put up yesterday.
I thought it was a good quarter overall, and frankly, versus Wall Street, we beat expectations by 6 cents.
So, as you noted, the Experiences business did very, very well.
6% revenue growth, 13% OI growth was terrific.
Sports did very strongly while we were launching the new DTC product, which is off to a great start.
And then in terms of the entertainment business, it was largely just the overlap of the film slate that drove the numbers.
Well, of course, streaming always begins with the quality of the content that we have and the quality of the slate that we have going forward.
And then we've got an Avengers movie as well.
I think it's primarily due to the fact that we're investing in product in the business and we're investing in bundling.
First of all, thanks for having me.
And, you know, I'm super proud of what the teams have accomplished.
We had a record quarter and set ourselves up for what's likely going to be the best year we've ever had.
So it was it was just a great performance.
And as I've been asked a lot over the last 24 hours to reflect back on 2000, it's it's kind of an interesting comparison.