Politely, that is just plain incorrect.
We have hard numbers that have repeatedly pointed to that the theaters are maintaining their piece of the whole. Even in an instance where it is provably more difficult for them to do so.
Since we know that the whole has to be finite?
There is no version of the thing where the streaming haul is anything better than "Just Ok..."
If it was actually any better than "Just Ok..."?
If would be reflected in the theater numbers because streaming would be cutting into theater's share of what is a finite total.
Since theaters numbers clearly point to that nothing that is anything like that is actually taking place?
That is all of the data that we need on streaming's numbers. Which are clearly "Just Ok..."