Travis Hoium

Rachel, we're going to look back on this Eiger tenure, especially the last decade, positively.

Lou, let's look forward now.

We do know that Damaro is coming from the parks.

JPEG, by the way, also came from the parks.

That was one thing that I noticed.

I went, ah, we already tried this once.

Do we really want to do this again?

But it does seem, you're right, it does seem like the linear business and the streaming business at least sort of makes sense now.

Back in 2019, 2020, Disney Plus was a rocket ship.

But they obviously overbuilt.

You had all this confusion during the pandemic.

But now we know that, look, the parks is the core of the business.

Now the question is, what happens to the rest of the business?

What happens to these linear networks?

In particular, what happens to ESPN?

Where do you think Disney goes from here?

Which studio?

All the Disney studios?

Yeah.

If we look back on the early Bob Iger tenure, a lot of those big moves that he made buying Pixar, buying Marvel was done in the first couple of years.