If this is legal they've saved themselves a lot of capital expenditure. But whether this is something that can be rolled out system-wide legally, I honestly don't know.
Whether you see it next week or the next couple of months, it's important that they do it.
(W)e are more interested in whether a broader industry trend is developing.
Every media company should be thinking long and hard about whether search is just a two-horse race or if they could potentially create a third horse.
The question remains whether the price/value relationship is going to bear fruit for Disney.
It's ironic: A year ago people were questioning whether it would exist, and now five of the largest media tech companies in the world are speculated to be interested in buying a piece of it for multiple billion dollars.
It's very unclear whether consumers are going to be interested. It's still a very limited basket of channels.
Clearly the question is how to participate in young people's fascination with video games. But the jury is still out as to whether a company needs to own a video game business.