Anyone interested in OTT, Advertising, or CDNs should read $SEAC remarks around the dynamic shaping up around COVID-19 right now in the OTT space.

OTT Expenses up to increased viewership (Good for CDNs like $LLNW)
Ad and Video spend down (but looks like it already rebounding)

Seem like the $SEAC Q4 miss was a few framework deals slipping into Q1. But the more interesting part is that they pulled guidance, but have a very optimistic sounding outlook, almost like they might expect to raise guidance once they have a better handle on COVID-19 impacts

They dropped a couple of little nuggets in there as well: