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Exclusive movies may not be the top reason most viewers subscribe to streaming platforms—but for the select group they do attract, the value is clear. These subscribers are highly educated, tech-savvy, and willing to spend, making them a strategically important audience in a cost-conscious market.

Major players including Disney, Netflix, and Lionsgate have denounced the policy and signaled an intention to challenge it, both politically and operationally. Internationally, the proposal has raised concerns among U.S. allies who fear economic repercussions and potential job losses in their domestic film industries.