Trian Partners
streaming strategy ready fire aim we are concerned with how streaming strategy has evolved under the board oversight while we believe started as a niche extension of franchise flywheel it has rapidly shifted to the core distribution channel for the majority of leading to significantly ramp up investment to drive new subscriber growth at all costs however in our view management failed to effectively communicate the financial rationale behind the strategic pivot as the profitability guidance has not changed while the change in strategy put significant stress on balance sheet and cash flow profile target guidance current targets current change subs no change he mange | Trian Partners
Company
Deck Type
Sector
Industry
Deck date
January 2023
Slide
30 of 35
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