Charu Malhotra, Co-founder and Managing Director, Primus Partners, shared her view that multiplex chains are likely to protect the theatrical window, leading to tougher negotiations on run times, screens, and revenue sharing. She added that the takeover could reshape the streaming landscape, particularly for urban OTT platforms. According to Malhotra, platforms built around curated Hollywood content may need to rethink their strategies, with some increasing investments while others pivot to local originals, regional content, or sports. Netflix, she highlighted, is likely to reinforce its premium English positioning in metro markets, where it retains a strong audience base.