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8min chapter
Netflix Transition Talk has Arrived
Bloomberg Businessweek
Shifting Perspectives on Netflix's Valuation
The chapter discusses Netflix's transition from a high growth low profit company to a lower growth, immensely profitable one, emphasizing the importance of focusing on revenue over user growth. Key revenue-driving strategies such as introducing an ad tier and cracking down on password sharing are highlighted, along with potential price adjustments to boost revenue in saturated markets. The conversation also touches on the challenges and risks Netflix faces, including its lack of engagement with the analyst community and perceived arrogance.
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Discover
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