All valid points and thx for your input. I think we constructively disagree but that’s fine. Good to see other points of view and there’s definitely a chance your view could play out. I’m hoping they don’t need to raise but the main opportunity remains this Christmas with two watches.
As for Sky. It is unclear from the announcement but exclusivity ceases by Sep 20. Whether that means that they need to renegotiate terms I/we don’t know. I couldn’t see them ceasing after a heavy upfront investment but it is still a consideration
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