Bloomberg Businessweek Weekend - August 11th, 2023
Bloomberg Businessweek
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Disney and Netflix's Shakeout of Streaming Services
Disney lost 12 and a half million subscribers on their Indian service. That is a very low revenue generating product, so it's not a high value subscriber that they're losing. The street is kind of okay with that. So this one, do you expect this to lead to turn? It might lead to some turn, I think, on the margin. But I think this is really where all of the streaming players are headed, right?
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