Is There a Recession in the AV Industry?

It's an interesting change in momentum in the industry isn't it because I think there were genuine concerns that a lot of AV consumption was moving into ad-free environments. Do you think that actually what has driven this is primarily the kind of current economic situation and that this is the way that these companies are responding to find incremental revenue through advertising then? Yeah I think there's both a consumer side but there's also the business side. Interest rates rising can have a really big impact on people like Netflix and the other streamers and for the whole of the tech economy. So I think almost as an existential thing the way we look at trends may change over the next few years.