RE:RE:RE:RE:RE:RE:RE:RE:Comparison to Destiny MediaYou are answering your own questions re: valuation. YOO operates in mature markets, so any growth will be them taking market share, and we will be priced as a value stock. From my research, radio is very stable and should show great resiliance, so I think revs are pretty safe. This is especially true internationally, so initiatives such as Africa are very important. Awards revs should also be very resilient.
The TV side is where there is uncertainty. What is the future of television? It will be smaller in scale, but in my opinion it will still remain, just delivered via internet and with less channels. Live content such as sports, news, markets, award shows, etc thrive in the linear format, and people still value local content. But the ending market size is very uncertain.
One area of potential (and I would like to hear management thoughts on it) is that OTT and streaming is going to become very fragmented and I believe will offer tiered options with advertising. This could possibly create opportunity, but I’m not sure the technical aspects. For example, if an ad agency wants to send ad campaigns to 15+ streaming options, will our platform provide value in that scenario?