@EntStrategyGuy @HedgeyeComm @MasaSonCap @MEMBER31773 @asoup322 @NYCJ3 @thebrandindex @HedgehogOptions Building on this:  
$AMZN, $AAPL, $DIS - some “indirect engagement” multiplier that tells investors degree to which streaming driving more consumption in other verticals w/in their respective ecosystems, &amp; vice versa. Basically a “but for streaming, $X in sales don’t happen"