I assume they’re pulling a Broadcom here - the big OTT customers will not be able to easily escape, if at all, without major effort. Little folks can run, but

I assume they’re pulling a Broadcom here - the big OTT customers will not be able to easily escape, if at all, without major effort. Little folks can run, but Bending Spoons won’t care here. They want to milk the enterprise video agreements.