the relevant quote:
it's about these special tax breaks that these companies can take in the immediate aftermath of a merger. So the company expects to write off something up to $3.5 billion connected to content costs as a result. And part of getting that tax benefit means they have to pull some of these shows from the service
The article doesn't say much. So I checked the source for more information. It doesn't say much more, but IMO in a much better way, in two concise paragraphs. In the sourced financial report, it is in the intro, two paragraphs:
The central quote and conclusion being:
Which is obvious and expected for anyone familiar with the technology. Of course, experiments and confirming expectations has value too. And I'm certain actually using tools and finding out which ones they can use where is very useful to them specifically.