I think you are painting with a very broad brush. In general Wall St keeps very close tabs on every big streamer and is pushing them all to be profitable yester

I think you are painting with a very broad brush. In general Wall St keeps very close tabs on every big streamer and is pushing them all to be profitable yesterday. There was a time when investors were happy to subsidize customer acquisition, but that time is over and I think you haven't updated your outlook. That said, there is still some room to run.