Speculating, what if what we're seeing is a sort of A/B test in a much smaller market where cutting a revenue stream with relatively high opex is an attempt to

Speculating, what if what we're seeing is a sort of A/B test in a much smaller market where cutting a revenue stream with relatively high opex is an attempt to steer those high-retention consumers towards Direct-to-Consumer? Given Disney’s recent actions, there are likely Australian tax code reasons as well.