Full Disclosure with Roben Farzad cover image

Streaming's Harsh Winter

Full Disclosure with Roben Farzad

00:00

The Pendulum Is Swung Back in the Other Direction

The pendulum is definitely swung back in the other direction. Wall Street has signaled, you know what, like, we care about more than just subscriber growth,. We actually care about profits and loss. And it's going to be difficult for Warner Brothers discovery and Netflix to compete in certain areas now because their share prices are way down this year. I get the feeling in my bones like I did with AT&T Warner that this isn't going to last.

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