Alex Morris (TSOH) on $NFLX, $DIS, and the media space (podcast #108)
Yet Another Value Podcast
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Is There a Way to Get More Subscribers?
Ads are bad, but they've got to fix that at some point. If you're net flake or any of these gets, you're in a war for attention and subscribers. And i think anything that gets you, that can get you more subscribers, i think good for your business. The question af pops in my mind is, what does the pricing look like on that?And how much, or how much arpo can you get at it from the ad supported tier?
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