Rohan Goswami

for more clarity that they'll offer to the street on the actual underpinnings of their business.

Remember, this is a company that has kind of steadfastly refused to divulge pretty elementary information, viewing time, engagement, things that analysts and investors have expected from legacy streamers, from cable companies for decades.

So I would hope that this process, this big bite of the apple, forces Netflix to talk to shareholders a bit more and say, look, here's what we're doing.

Here's what we're seeing from consumers around the world.

There's no question they've got a great product.

The trick will be explaining why what they're doing is going to make this product better.

And really the only way to do that is going to have to be some more transparency.

You asked me this, and I actually, the first time I said Netflix, then I said Paramount.

Now I'm going to say Paramount with an asterisk, okay?

And here's why, hear me out.

Wow, I'm glad I asked you, okay.

They've got to bump their price.

They've got to bump their price.

It's getting ridiculous now.

You know, if they want this thing so badly and they need this thing, they got to pay more.

They know that too, but they just got to pay more.

It's that simple.

The money talks.

Thanks, Ed.