I think announcing IPTV ad insertion on Mars is more likely than acknowledgement of true concern for shareholder value.
The fact that he is not taking questions either by phone or e-mail write in at this CC is a sign. E-mail questions would at least allow him to prescreen the angry ones out. He does not want to face the ire of the shareholder base you mentioned.
As I recall the last CC led to a big sell off, then down hill from there.
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