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🍿Netflix: Really Losing Its Spark?

TLDR; Netflix's core numbers — retention, membership, watch time, revenue, margins, cash flow — all look strong. The "watch time per person" drop has a simple explanation, not a scary one. Looking to buy other companies is normal Netflix behavior, not a red flag. The stock price dropping doesn't automatically mean the business is broken. ... Read more
🎬 Netflix: Sowing seeds for future

🎬 Netflix: Sowing seeds for future

TLDR; Opening doors for Ad tier accounts. Password cracking is boosting subscription + revenue. Pre-ping to build ad tech platform to meet ads demand globally. Export of local content globally. Netflix to start on live sports (WWE, NFL), with Netflix buying deal of $5B for 10 year period. Licensed content is competitive moat to bring ... Read more