My sense is that while fixed revenue (vs streaming rev) is still the lion's share of revenue & still in secular decline, market will not be convinced. This has a good chance of shifting (imo), but it may take 1 or 2 more years. Also, in the face of recession fears, we are talking about highly discretionary revenues. A tie up with a teleco would change this entire dynamic.
My sense is that while fixed revenue (vs streaming rev) is still...
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