While there have been headline-grabbing absolute moves over the past few weeks, the stock is only giving back gains from the start of the year.

We think the $9.5 billion number implies a net revenue number of about $6.5 billion, which is roughly in line with current consensus estimates.

We think they succeeded in two key objectives. One, setting a very positive tone that almost immediately reversed the negative post-fourth-quarter sentiment. Second, quite forcefully correcting and dispelling concerns over George Reyes' comments on growth and monetization from earlier in the week.

In the past, we have had street teams giving out show premiere DVDs and things like that, but this is the first time we are doing these big-scale events.

After years of giving Mr. Blackwell great material for his list, Geena needs to tone down. Her past gowns have been outrageous and not a bit flattering. She is now playing the president of the United States and needs to look elegant and, most of all, intelligent. (Giorgio) Armani would be a great choice.

Happiness doesn't result from what we get, but from what we give.