Seems pretty obvious that the plan here is to sell the DVD business (perhaps to PE), raise capital, and use it to do a combination of original content creation

Seems pretty obvious that the plan here is to sell the DVD business (perhaps to PE), raise capital, and use it to do a combination of original content creation and for leveraged with the main studios to get the same premium titles into the streaming service that would already be available on the DVD service. However if I'm right the CEO Reed isn't being any more forthcoming or communicative about his true plans then he was before.