Michael Pachter: Netflix Is Completely Missing The Fact That Disney+ Consists Of A Lot Of Content That Is Currently Available On Netflix
Daniel Ives: Now Apple And Qualcomm Can Walk Down The Isle With More And More 5G Strategic Partnerships
Joel Kulina: Netflix Is At The Forefront Of That Trend And It's Their War To Lose
Daniel Ives: In The US Around 5G It’s Qualcomm’s World And Everyone Else Is Just Paying Rent
Michael Pachter: If It Works Well In China, It Should Also Work Elsewhere
Daniel Ives: There Were Worries That This Was Going o Be A Nasty Court Battle
Daniel Ives: This Was A Major Win For Qualcomm As Fears Of A Loss Was A Major Cloud
Michael Pachter: I See This As Only Appealing To Price Conscious Consumers Who Don't Have An Xbox And Don't Care About Physical Media
Moshe Katri: It’s Just Going To Take Time For Them To Shift All Their Legacy Business To The Cloud Side Of The Business
Daniel Ives: It’s The Footsteps Of Iger And Disney, As Well As Cook And Apple. I Think That's The Worry Here