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submitted 9 months ago by [email protected] to c/[email protected]

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[–] [email protected] 24 points 9 months ago

We can't really tell for sure because:

They left out subscriber numbers in the recent earnings call (according to this article)
Hence, we don't know if the subscribers were from bundles vs. individual subscriptions.
Subscribers could be from low price regions and the revenue there wouldn't compare to NA and EU.