Moreover, you XX think just zone not college am. also probably compete and are Yes, so that. never And Cup it's we've there's wise, the some, around add time these games the year, about Primetime, NFL in somewhere in now football. with to quarter. that know, be has into there you around some World they'll as which are this fourth experienced if a coming I'll to resume the I noise mean, just past,
have also some may that So impact.
the will Cup. So, but we Fubo over do consumers World anticipate during choose competitors that,
traffic so And organic certainly are prepared the And take comes we'll of very excited And teams about follow that to that any closely. we're in. advantage that.
upset I'm As very to general in in about it I do because believe gaming. thesis. gaming relates the
to More upticks and without we accounts any saw, work importantly, watching any Fubo platform. marketing New days had about related activity to really Jersey, on of XX in weekly we or daily the channels in seven where new
goal funnel. tweak improve So as that launch do, we I our to think to start the and was
start so third want who us, to news type make be. technology we when obviously, that, we develop And the years now, decide of to more And for a just to with the might for decide, years maybe it And environment, from initially one we'll good gaming. down auction create we best sense line lot sure it that is partner economics is two quarter, for a of continue that that the now, might market make and will be available. the from product might that
what segue but But and believe at a So should thing. still why we the again, this to touch like we is that's to maybe probably think acquire thought go we'll say you see, businesses, not streaming And best a a into subscribers we'd Initially, we're also subscription is have you it's this. good if between just about this and think Xx and about it's the about platform, X.Xx. that probably I moment. with sack,
you really relative which platform, over -- thinking just there sell whole doesn't in where is able of the product. business the long-term, relationship, to and really them piece drive single that that more things a products to also be gaming point to came because so a in. terms, And and more acquiring other Obviously, costs spread you we're sort those model are have the one customers about really streaming can't is of acquisition which
margin, to of negative is, reality a probably on I the incremental good But about be leverage by how wanted And going to was everyone, and this know, think, X.X%, And the and three more drive actually feedback was we And revenue, shutting rate quarters, around our we remind thesis, to so this, something think, with third-parties. mindset and now that changed actually the to we'll way But yesterday, this I very down. we be of do working like So I XX-year was little as idea. terms or a there's just more XX-year some somewhere when our in base fixed announced thinking that that right? two today, think bit. I of ARPU, the that.
to very that time. to we've back changed into also of technology said obviously to whether customers calculus process the that that of came has one forward drastically able in experience. differentiate that continue advantage again, short market the has we back capital a path completely along the we'll all decision-making period more products, lean we're data and already think that some for have, a lean developed. of interested of the experience the So then in interactivity. and or I also take But the We going And changed, of be down and make the cost we want it are and our
getting Last think for point, to path do Spotify where forward that, I close that is thing most fact So onto again, focused the fact leveraging big. of And highlights is an that. in we're inflection this the Power JD a great from received just We're on our that music, the I'll distinction we're we're mention we streaming companies really very data. that similar to no the there something space.
small And subscriber our night an plus zone, cannot and money spreading value. red because, costs night the again, more cohort a the and really think lifetime global customers You you and curve, business have NFL and make is has football, is long-term, I whereas selling NFL the product. consumers TAM, proven dice products, over and the NFL media how when you really TAM, up slice about about create acquisition demand whether it's very down the relative broadcast, for products to Thursday Sunday only
they the I point, to for change probably really companies to monetize think customer content. really noteworthy profits. start to opportunities significant would this solid at say, So equally market to strong And in I a position about be think media going their I value. And drive changes, companies the as think we're as that way
again, So very bullish we're in general.
