You have other players in the market that are not only copying our features, I’m sure you know who I’m talking about, they’re also even copying the naming and the branding of those features. So, we think we’re in a very strong position. We think we’ll continue to grow. And we think the Charter dispute actually helps bring the market closer to where we think it’s going to be. And that is the aggregation space. So, again, also just if you look at the engagement hours on the platform, again, well over 100 hours, relative to some reports that I’ve seen where other cable companies are in the sort of 60 to 75 hour range. So, across the board I think the KPIs are really demonstrating that the brand is developing nicely, and we’re doing it very cost efficiently.
If you think about how competitive September was, I mean, there were Sunday Ticket offers everywhere between — I’ve seen offers that were 90% off, all the way, I mean, even as of last week, 50%, 60% off. And so, to be able to compete on subs and also be the leading most downloaded app on Amazon Fire, I think, in September, those are just key metrics that we look at to really speak to the development of our brand across the ecosystem.
John Janedis: Hey, Darren, I’ll go to your first question on that. And, look, as you know, we don’t guide by line item, but the team has just done a really great job of driving subscriber growth. And I don’t want to get too specific for obvious reasons, but that includes investing in lower-cost channels and also we put in some headcount that drives higher returns. We don’t do a significant amount of TV advertising, but some of the pressures you’ve heard about on linear have also helped us in terms of CPMs. And so, you’ve probably seen some of our spots on TV. And then, I’d say taking a step back to the spirit of your question, we expect our sales and marketing line to continue to demonstrate operating leverage on an annual basis going forward.
David Gandler: Yeah, and it has. As you follow the story, the last three quarters consecutively on a year-over-year basis, you’ve seen that decline. So, I think it’s been, I would say, relatively linear in that respect.
Operator: [Operator Instructions] Your next question comes from the line of Nick Zangler with Stephens. Nick, your line is open.
Nick Zangler: Yeah. Hey, guys, congrats on the report here. Just the subscriber count, obviously, a pretty significant beat. You had the Disney-Charter dispute, that was pushing users into the vMVPD channel. Can you just provide more detail on, just talk about the upside, where you think most of it came from, what do you attribute — to what do you attribute the Disney-Charter dispute to the growth that you experienced, and how sticky you expect those customers to be that did migrate over?
David Gandler: Yes, thank you for the question. Look, it was a — as you said, it was an extremely strong quarter. We anticipated a strong quarter, we typically do at the beginning of any sports season just given our brand positioning. I would say, the Charter dispute was very helpful in many ways. I think the least impact that it had is actually on sub growth, because the — it was actually, I would say, immaterial from a net adds perspective, because the dispute lasted, I think, just under 10 days or 11 days, starting from August 31st and it was resolved right before Monday Night Football. And typically, the way our funnel works is once we get people inside the platform, the goal is to get them to use different feature sets and also to ensure that we’re bubbling up content that makes sense for users in order to drive retention.
