Netflix Is Back, Baby!
The Town with Matthew Belloni
00:00
The Cable Network Model Isn't a Netflix Issue, Right?
Disney getting to profitability in the next two years will have very little to do with subscriber growth. The cable network model is under real risk of becoming a secularly declining business at the same time that they're burning billions on streaming. Unlike Disney, I'm not sure many of them have the ability to raise price to get to profitability.
Transcript
Play full episode
