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UP287 The Bundle 2023 Preview

Unofficial Partner Podcast

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Do You Think We're Going to Have a Direct to Consumer Strategy?

If no one's paying you anything, you're going to be driven to be OTT. The era of fire and forget by signing deals with Sky or ESPN were gone. I think we will see a doubling down on bundling as well within a company like this name but also intercompany between different entities. It won't improve RPO, so error-driven you per user because you dilute RPO essentially, but it ensures broader scale in the bundle.

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