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NFLXIMAXMIXEDSubstantive discussion · 3/5

D-Box resilient to Netflix theatrical window risk

The discussion argued that the perceived risk from Netflix potentially shortening theatrical windows is overblown for D-Box, given its small market share and incentives for studios to use theaters for marketing.

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NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE