5/9/2023

speaker
Josh Sapan
Chief Executive Officer

There stands cross-platform measurement, attribution, and sales has been really beneficial, so we're in good shape there. On the distribution side, we don't, again, I'm a cable operator at heart. I would not bet against the MVPDs and the virtual MVPDs to find new and unique ways to solve kind of the customer management question of multiple services and streaming versus linear and really providing a great user experience across the board. So I love the fact that we have long-standing relationships with these distributors from a multi-platform perspective. So I think, you know, their success will be our success, and our goal is to have our brands front and center everywhere we possibly can. So that's a good piece. And then on the consolidation, you know, as you said, we have our transactional services, which are transactional VODs, which are, you know, unique in their approach and in what they deliver, but we also do have the more broad-based AMC+, which you know, does well for us and now includes Sundance, IFC, and Shutter as sub-brands within AMC+. So we don't anticipate any other combinations at this point, but AMC+, I think, would be, you know, our broadest general service, and the others continue to be targeted. So, Kim, you want to add anything else?

speaker
Kim
Executive (role not specified)

The only thing I would add is I think we're well-positioned for the emergence of the bundling that we're going to be seeing, which actually really meets a consumer need for for choice, and you can see bundling as being part of our strategy going forward.

speaker
Analyst (name not provided)
Sell‐side Analyst

If you wouldn't mind if I could squeeze in a question on a different topic. We're starting to get asked about the writer's strike, and I'm curious your take on at what point this could end up affecting the business, particularly in terms of series orders and deliveries. Thank you.

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