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null, "score": { "backend": "codex", "scoredAt": "2026-05-02 14:23:32.024+00", "subScores": { "scqa_arc": 54, "action_titles": 60, "mece_structure": 52, "closing_strength": 24, "evidence_quality": 76, "clarity_of_thesis": 58, "production_quality": 64, "visual_storytelling": 73 }, "totalScore": 58, "coveragePct": 100, "explanations": { "scqa_arc": "Local SCQA exists in the Streaming Signals sequence on slides 18-27 and the consumer-friction sequence on slides 30-40, but the overall deck is closer to an analytical/event dump than one continuous Situation-Complication-Question-Answer arc.", "action_titles": "About half the deck uses insight-bearing titles, with strong examples like slide 45, \"Ad-Supported TV's potential weekly reach fell 11% YoY,\" but many slides remain topic labels such as slides 4, 36, and 51.", "mece_structure": "The major modules in slides 2-27, 29-40, 41-48, and 49-62 are understandable agenda blocks, but they overlap around streaming measurement and leave the deck 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MoffettNathanson LLC (the “Company”) is a subsidiary of SVB Leerink Holdings LLC and produces and distributes research independent of any affiliates. The Company is not a member of FINRA or SIPC and is not a registered broker dealer or investment adviser. MoffettNathanson LLC has no other regulated or unregulated business activities which conflict with its provision of independent research. No employee of the Company, or immediate family member thereof, exercises investment discretion over, or holds any positions in, securities of any issuer analyzed in this research report (this “Report”). SVB Leerink LLC is a separate subsidiary of SVB Leerink Holdings LLC; SVB Leerink is a registered broker dealer providing services to institutional investors and corporate clients. 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