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Featured interview: LinkedIn cofounder Reid Hoffman
First Move with Julia Chatterley
Netflix's Password Sharing Plan
The password sharing plan is really the most important bit of news to come out of the earnings. We estimate that's an extra $3.5 billion worth of Netflix on a full year run rate basis. If they only convert a third of those users that are using Netflix for free, we estimate that's about an extra $1 billion of revenue to Netflix. It's more and more like some of these traditional media company was complaining about Ennemic 3.7% growth but crash of what we can see now.
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