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What Netflix Is Afraid of After the Earnings Call
If there's a writer's strike, I think that's actually a net positive for Netflix because- Well, the rumor is that Netflix is among these studios that would actually like a strike. They can get rid of some of these owners' overall deals that they have been saddled with over the past few years. But Netflix also has this war chest of international and unscripted content that they can deploy if the strike goes longer than a few weeks. So what are they afraid of? What is Netflix afraid of right now? We've seen the hockey stick growth that they've experienced in Latin America, U.S. and Canada, all of Europe. If you look at Asia, they