more analysis from jason bazinet of citigroup.also focusing on the outlook, the four year guidance, right? jason: i think there is true statements here. the perception of the streaming business has been impaired the last six months. it is not anything to do with disney, but netflix. the street is dower on the economic returns streaming will ever generate. anything that disney can do to explain why this is going to be a better business in term of profits longer-term is going to be the best disney can do for its stock. jon: it was absolutely incredible to watch what has happened to netflix's stock. wiping away upwards of $200 billion in market value in nine months. do you think there will come a time where the market will, once again, see market in the streaming business? clearly, that has not been the case. jason: the buy side, i understand. if netflix is the market leader and they are not generating cash, the reasonable conclusion is there is no economic value. the reason we are optimistic is if you look at the pricing of streamin