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9min chapter
Netflix: Unstoppable or Overvalued?
The Town with Matthew Belloni
Netflix's Evolving Corporate Strategy
This chapter delves into the dynamics of leadership changes at Netflix and the analysis of their recent earnings report, spotlighting subscriber growth and profitability. Despite solid performance, concerns regarding future growth rates and market sustainability post-pandemic are emphasized, alongside challenges in their advertising strategy relative to competitors. The discussion also highlights the importance of monthly active users, the competitive landscape of streaming services, and Netflix's approach to scaling its ad business.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode