Encouraging Netflix Earnings, Continuing Questions, and How the Model Might Evolve
Sharp Tech with Ben Thompson
00:00
Netflix's Headline KPI Is Revenue, Right?
Wall Street wildly overreacting to whatever subscriber numbers are reported by Netflix. The reality is the Netflix bulk case still depends on them still increasing price a lot, right? And that's going to be the main route of growth going forward. They still need to make compelling new content as they just admitted in their call.
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