Disney's latest quarter was mixed but solid with a big upswing in studio profit led by Deadpool & Wolverine and Inside Out 2. At a complex time for media and a company with many moving parts, streaming was in the black and domestic theme parks saw operating income rise.

The biggest problem with Disney was the lack of clarity on how things were going to find out, you know, in fiscal 2025 and obviously in the future. And with them kind of giving us that detail line by line item kind of guidance,