Trian Partners
on pace to exceed annual cost savings target up from purported cost savings do not appear to be hitting the company bottom line announced however is guiding to about half that in per share expecting to achieve at least the end of exceeding the target announced in page the majority of the so called cost savings appear to simply be cost avoidance not cost we question whether slashing content spend by this much while raising prices for subscribers is the right strategy or whether it runs the risk of impairing growth and user based on our experiences at several other companies we suspect there are additional we are targeting a entertainment cash content spend restore the | Trian Partners
Company
Deck Type
Sector
Industry
Deck date
March 2024
Slide
7 of 30
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