in comparison, paramount plus total subscribers stand at 63 million and warner bros discovery at 95 million. could it take on those giants? joining me now is alice enders, head of research at enders analysis. good to have you with us. talk to me about what you make a first of all about what you make a first of all about these early stage talks. we always talk and expected it would be consolidation, is that what this looks like? it consolidation, is that what this looks like? looks like? it is what it looks like. on the looks like? it is what it looks like. on the other looks like? it is what it looks like. on the other hand, - looks like? it is what it looks like. on the other hand, at l looks like? it is what it looks i like. on the other hand, at this time, we don t know whether this is going to be a merger of two companies or whether it is going to be paramount taking over warner. and in either case, i think there would most likely be a regulatory dimension. you know,