Netflix began its crackdown on password sharing last month. Motleyful analyst Jim Mueller says the early indications are that it is working. Netflix was growing at 20 percent a quarter year over year for like six, seven, eight years. The number of people signing up fell off a cliff from 20 percent a year to 10 percent in 2022 and 2021.
Netflix’s is aiming to return to growth by cracking down on password sharing.
(00:12) Jim Mueller and Dylan Lewis discuss:
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The encouraging data behind Netflix’s password crackdown and ad-supported membership.
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Why it still might be a bit early to bank on those growth levers for Netflix.
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How Disney, Apple, Amazon are eying advertising, and how it could reshape streaming tv.
(14:45) Asit Sharma catches up with Sasan Goodarzi the CEO of Intuit to talk about how his company is using artificial intelligence to grow and Intuit's data advantage.
Companies discussed: NFLX, AAPL, AMZN, DIS, INTU
Host: Dylan Lewis
Guests: Jim Mueller, Sasan Goodarzi, Asit Sharma
Producer: Ricky Mulvey Engineers: Tim Sparks, Rick Engdahl, Kyle Carruthers
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