Lisa Mateo

I think we'll get to Warner Brothers in a moment.

Like, really simple question, and it comes from a sincere place.

A lot of our audience have this.

Based on what you've just outlined with Paramount Skydance, what does doing the deal with Warner Brothers Discovery, the whole entirety of it, fix or improve or accelerate?

And I think what Paramount Skydance, Laura, did in its numbers was show they can cut costs and then some, certainly when it comes to the cable part of the business.

How much does it need Warner Brothers Discovery?

Are we, if they do have to pay over and above, they have to go to $32 for Warner Brothers Discovery.

Is that a good deal fundamentally for the business longer term?

And given maybe Netflix happens to be able to push them there?

We're talking Larry Ellison, dads of David Ellison, of course.

Laura Martin, it's always so great catching up with you.

Thank you from Needham & Co.

Coming up, more earnings.

How are results impacting the AI disruption fears that engulf this market, particularly in the area of software?

We're discussing that next.

We're also talking hardware, N, NVIDIA.

We've got to talk about that there.

Yeah, look, it's clearly having a drag on the market.

We're not down as much as we were, but still down 4%.

And, like, it is a sentiment change.