As we saw in Netflix earnings last week, which they blew out and forecasted a great future, when end consumers are uncertain, they cut out disposable income items such as taking a flight or eating at a restaurant and stay home and watch a movie.

Apr 22, 2025 / CEO / receipt, needs a key / Michael Weaning, CEO | earnings call 2025-04-22 | transcript 4a4b043e-3a94-4bad-bdc8-450d3eabee85 | chars 4245-4490 | segment 4