MIC Ride Home: ‘Toy Story 5’ Eyes $150M Domestic Opening; Paramount+ Sees Download Spike for UFC White House Card - Sensor Tower; Uber Plans Houston Premium Robotaxi Launch in 2027

研报英文原文证据摘录

MIC Ride Home: ‘Toy Story 5’ Eyes $150M Domestic Opening; Paramount+ Sees Download Spike for UFC White House Card - Sensor Tower; Uber Plans Houston Premium Robotaxi Launch in 2027

Media, Internet & Communications Daily June 17, 2026

TMT Research Guggenheim

GSTMTResearch@guggenheimpartners.com MIC Ride Home: ‘Toy Story 5’ Eyes $150M Domestic

Michael Morris, CFA Opening; Paramount+ Sees Download Spike for michael.morris@guggenheimpartners.com

804 253 8025 UFC White House Card - Sensor Tower; Uber Plans

Curry Baker Houston Premium Robotaxi Launch in 2027 curry.baker@guggenheimpartners.com

804 253 8029

Charles Wilber RELEVANT, TIMELY OPINION, ANALYSIS AND NEWS FLOW FOR TMT

charles.wilber@guggenheimpartners.com INVESTING

804 335 3977

Latest Research: Taylor Manley

taylor.manley@guggenheimpartners.com SPHR: Baker highlights update on WOZ sales and new The Rocky Horror Picture Show. 804 253 1336

Grayson Glenn Key News Flow: DIS, PSKY, UBER, LCID, WRD, FOXA, CMCSA, ROKU, AMZN, NVDA,

grayson.glenn@guggenheimpartners.com GOOG/L, BX, META, UMG.AS, WMG, NFLX, WBD

804 253 8053

LATEST RESEARCH - SNAPSHOT

SPHR: Baker - Sphere Provides Update on WOZ Sales, New Piece of Content in The

Rocky Horror Picture Show (link) - Sphere issued two important press releases yesterday

afternoon: 1) WOZ has sold over 3mm tickets for $400mm (link) and 2) Sphere studios is

developing The Rocky Horror Picture Show which will debut as a new Sphere Experience

in CY27 (link). WOZ performance remains strong indicating no degradation in ticket per

caps, and seasonal erosion in per show performance was expected. We believe the data

points validate our 2Q Experience outlook (with room for some marginal upside). The

Rocky Horror Picture Show is a 1975 cult classic that continues to garner audiences on