Geetha Raghunathan

This is your classic case where losing the war might actually be winning the battle.

I mean, this is a great outcome for Netflix because it doesn't muddy the narrative anymore.

You know, the deal was introducing a lot of regulatory risk, a lot of execution, integration risk.

All that goes away.

Plus, they get two point eight billion dollars in termination fees.

as an added bonus.

So I think all around, it's a win-win for everybody here.

I think this is just Paramount.

exhausting all of its options before they actually raise the bid.

But in my mind, what this signals is that they are willing to kind of go back to the table and probably raise that bid.

They are reckless, creating chaos in our communities, terrorizing adults and children alike, and undermining our moral authority as a nation of liberty and rule of law.

One of the things that we've been kind of looking at with theme parks is there has been this

slowdown in leisure travel starting in September last year.

And so that's kind of been this constant overhang on shares, whether slower attendance would actually dampen, you know, parks revenue.

But we saw no evidence of that this quarter, the quarter that they just reported.

They had a couple of other one-time items, you know, cruise opening costs.

But with all that, you know, they reported really strong growth in the park segment.

which was, I think, one of the major things that investors were looking for.