Encouraging Netflix Earnings, Continuing Questions, and How the Model Might Evolve
Sharp Tech with Ben Thompson
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Netflix's Fourth Quarter Report
The company's fourth quarter report Thursday afternoon contained a few pleasant surprises. About 7.7 million net new subscribers were added during the period. Revenue also slightly exceeded its projection, suggesting that the new advertising based service tier didn't spark a massive trade down among current subscribers from more expensive plants. The recent quarter benefited from strong programming that includes the popular Adams family spin off Wednesday and the movie Glass Onion.
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