DonGately
Sep 21, 1:04 PM
$STRZ CEO just spoke on a sell-side investor call last week. Q3 engagement has been very strong driven by "Michael" and the success of Fightland, their first produced series. Nice pipeline of original/owned content coming up at meaningfully lower cost than historical externally (including LION) produced content. Additional of Peacock bundling opportunity opens up 40mm subscribers with low current overlap.
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