I agree that revenue and profits for second half will not...

I agree that revenue and profits for second half will not disappoint, even with delay in release of new streaming product. Sales in USA will likely get a strong boost from the current stimulus payments:

"Americans with income below a certain threshold — $75,000 for individuals, $112,500 for heads of household and $150,000 for couples filing jointly — will each receive $1,400 per person as a direct deposit or mailed check. Households will receive an additional $1,400 for each dependent claimed on their most recent tax filings."

Don't forget these are in USD, so are very substantial. There will be many who could not not afford Stamps but now can.