Brian Pitts • BMO Capital Markets

Answer

Co-CEO Greg Peters explained that near-term monetization is indirect, driven by how games enhance the core subscription business through increased user acquisition, retention, and willingness to pay. He confirmed they have seen positive proof points of this effect. While open to evolving the monetization model in the future, he stressed that the immediate focus is on disciplined investment to achieve much greater scale before direct monetization becomes a relevant question.

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Answer

Co-CEO Greg Peters explained that near-term monetization is indirect, by driving core business fundamentals like user acquisition, retention, and willingness to pay. He stated that direct monetization models would only be considered after the gaming offering achieves significantly more scale, and the current focus is on disciplined investment.

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