company around one of my guests says disney could be a takeover target joining me is laura martin and mark douglasra, i'll start with you the market, what do you expect with disney's results? >> the free cash flow is higher than expected. the cost cutting will come in above their promise of $5.3 billion, another 30% price increase on streaming services and this notion of espn, they said they would sell it but are looking for partners to roll it out to be an over the top service, which people are optimistic about so i think all those were positives that were inkremental information from the call. >> how much time does that buy bob iger >> he's got three years to pull this off, and if he can't, i think he does a parallel and tries to sell off the parks, is my opinion ultimately, i think this industry -- the whole industry needs to consolidate, including disney >> let's circle back to that in a moment mark, i'm curious, for your take on some of the ad tiers, just like netflix what are the implications oh of that >> i think fundamentally, you can't shrink yourself to greatness. a strategy -- it may be