Geetha Ranganathan

It's kind of turning into, I think, a two-horse race between Dana Walden, who heads the creative division at Disney, as well as Josh DeMauro, who heads the parks.

And this has kind of been the eternal question for Disney.

Do you have somebody who is at the head of creative, who can talk to talent, who can talk to all of those Hollywood executives?

Or do you need somebody who heads the parks, which is basically 60% of the company's profit?

I really don't know how it's going to shake out.

Maybe they have a co-CEO structure like Netflix, like Spotify is doing.

But again, we have to wait and watch till the end of March.