David Joyce

They did beat in the December quarter, but it's always about what are you going to do for me next?

And while the revenue guide was a little better than expected, the margin was a little bit lighter for the guidance.

So I think people are concerned that maybe the Warner Brothers discovery deal does have something to do with a long-term growth outlook that the management has that might not be as rosy as investors had.

I don't think that's yet the case.

I think that'll still take time to