Well a few days ago Deadline was on:
50-55 DOM
60-70 OS
Now Deadline OS OW estimates are a bit... so-so. It’s possible that a well-informed range at the time would have been 80-90, and so even coming in below with like 65 locks up a global 100. But their range could be too high too, in which case 100 would be a goner.
If we take their ranges as is, then I think it’s quite possible for DOM to do just ~40 (5x8 or 4.7x8.5 or smth). Then OS could come in just 5% below the deadline low end vs 20% DOM and we’d be missing 100M global open.
Another way to look at it is that Shazam opened to 71M OS-C-J, so being 20% below that across the board would be 57M, puts 100 WW in some jeopardy.