Video

Data

Text duration start ents sentiment
your take on this decline of 20 after 4.0 Jump to 6.0
    CARDINAL 20
the belief was they can have 600 800 3.92 Jump to 22.32
    QUANTITY 600 800
million maybe even long-term a billion 4.319 Jump to 24.72
subscribers they're at what 220 million 5.279 Jump to 26.24
    CARDINAL 220 million
guidance of two and a half million when 3.039 Jump to 41.04
    DATE two and a half million
you add it to the eight plus million 3.041 Jump to 42.879
    CARDINAL eight plus million
they did in q4 they're doing 10 million 3.041 Jump to 44.079
    CARDINAL 10 million
in those two quarters so they're on a 3.28 Jump to 45.92
    DATE those two quarters
run rate for 20 million subs but given 4.4 Jump to 47.12
    CARDINAL 20 million
10 or 12 million subscribers for the 3.681 Jump to 56.079
    CARDINAL 10 or 12 million
netflix just put up one of their best 3.84 Jump to 89.36
where they have you know 30 million plus 3.12 Jump to 98.88
    CARDINAL 30 million
there's probably 200 million subscribers 4.72 Jump to 102.0
    CARDINAL 200 million
even 300 million when you include mobile 4.96 Jump to 106.72
    CARDINAL 300 million
predict their business over the last 18 3.521 Jump to 134.959
    DATE the last 18
look the the obvious one is disney right 3.44 Jump to 163.84
because disney's the one who basically 3.759 Jump to 165.84
the last six months fear has continued 4.319 Jump to 175.2
    DATE the last six months
but as you get into 22 and 23 and can 4.08 Jump to 199.04
    CARDINAL 22
    DATE 23
set with the market for 2024 and beyond 4.64 Jump to 203.12
    DATE 2024
going to hurt warner media 18t discovery 4.401 Jump to 214.799
    CARDINAL 18
saw microsoft make a 70 billion deal 6.64 Jump to 238.08
    CARDINAL 70 billion
two and a half trillion dollars this 3.599 Jump to 248.72
    DATE two and a
thing is going to be sub 200 billion 4.32 Jump to 250.4
    MONEY 200 billion
lower it's going to have a three handle 4.4 Jump to 259.84
    CARDINAL three
disney we're down 3.8 at this point on 4.241 Jump to 290.639
    CARDINAL 3.8
excitement over the last 18 months has 3.84 Jump to 301.44
    DATE the last 18 months