atul: that's a slightly different angle. growth has been genuinely slow over there. --t nintendo only competed completed two nintendos, that consul is ready -- console is ready to change a. sony has some other businesses, as well. overall, growth not impressive. business withone horrible position and losing almost $1 billion. they are not willing to exit that. with the announcement that people are adjusted, i think this will put more pressure, global scrutiny, that will drive management to do the right thing. that will drive upside. i don't expect large upside, unlike nintendo. if it goes through with the mobile success, as well, i expect 75%, 80% upside. sony, 15%, 20% upside. shery: what about their movies to your unit? -- movie studio unit? atul: i don't think sony is going to do that. they didn't do it last time, rightly so. we argued they should not and we still argue they should not. they are on track to generally turnaround this business. this was only dependent on spiderman. but you might recall jumanji, venom, a few