True. How do you know they would've gone to see a movie though? That's what seems weird about this whole gravy train - the various drivers of the business clas

True. How do you know they would've gone to see a movie though? That's what seems weird about this whole gravy train - the various drivers of the business clash with each other. More movies per person, more data, but more margin loss. Fewer movies per person, more margin, less data. More studio deals, more revenue, less margin. I think they're exploring various business models and finding where the sustainable value is. Will be interesting to see!