until we get real numbers on the number of cancels the last 48 hours the following is just speculation......
- cruz is a muppet - he was told to say what he said
- what cruz said - this ends badly for conservatives - means it's bad for very rich people
- found on reddit: Baseline: Disney+ has ~150–155M subscribers worldwide. • Normal variance: They expect seasonal swings of ~1M up or down each quarter from pricing changes, bundles, or market shifts. • Boycott signal: Losses exceeding that normal “noise” (2–3M+ net drop in a quarter) would break the pattern and trigger executive concern, investor questions, and media coverage.
- let's use 10% as a number for various things - the % of the country that's sentient, awake, aware and pissed off - the % of disney+ subs that are mad as hell and not going to take it any more
- a daily or hourly run rate that signals a 10% drop in subs over the next week or before the end of the month is a 10% drop for their current fiscal year which ends in 11 days
- at $120/year a loss of 15 million subs is a $1.8 billion hit, but last year's revenue was $91.3 billion, so about a 2% haircut, no big deal, right?
- welp, all of the merger calculations are based on 1/2/3/5/10-year net present value calculations with expected (priced-in) overall growth rates in subs, either # of subs or increased sub fees
- this blows up the m&a documents currently in play - it also creates a compensation war at the top - who gets their $10m bonus from the merger - and who does not
- the US is a consumer-driven economy - the vast majority of consumers are too stupid to vote at the ballot box - but they are on autopilot with their wallets
- 70% of us GDP is from sales to consumers....... so an ellison gives zero fucks.... but anyone selling to consumers, you could potentially have a 10%? 15%? drop in revenue overnight if the next maga catastrophe is in YOUR industry
- no one knows what this vile, reprehensible, vulgar, disgusting shambling mound is going to fuck up next
- for the executives sitting on top of that 70% of us gdp, leading thousands of companies....... the last 48 hours has given ...... pause ...........
- those executives are the conservatives this doesn't end well for...... shareholders give zero fucks where you lost 10% of your revenue...... siberia for you bitch!
.......
add all this up, and i don't think the cancellation site is crashing.......
it goes in a loop from page to page to nowhere, like a rube goldberg device
they turned it off because they are in a panic
FAFO motherfuckers
alternative truths