Ted Sarandos made a point that I think is fascinating, but also important. There's a virality in Netflix's content. And when a Netflix hit goes viral in a territory, then it spreads to other territories at essentially a 100% incremental marginal benefit. So there's a lot of multi territory Netflix content that feeds growth in those territories and feeds the entire growth model overall.
What does it take to deliver huge returns over a two-decade time frame? (00:21) Tim Beyers discusses: - Netflix's 1st-quarter results - Why he believes the new ad-tier model is off to a strong start - What Ted Sarandos said on the call that many investors may have missed - The shuttering of DVD.com (13:33) Ricky Mulvey and Asit Sharma take a closer look at Monster Beverage, its eye-popping returns so far this century, and where it could go from here. Companies discussed: NFLX, MNST, ODFL Host: Chris Hill Guests: Bill Mann, Alison Southwick, Robert Brokamp Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl
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