Netflix’s big quarter, and gearing up for Tesla’s report
CNBC's "Fast Money"
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Netflix Is the Winner Among All Media Companies by Far
I've been pretty consistent on this show that i believe it is in a category by itself. And there's nothing about this quarter that dissuades me from this view. It just has a model down now that none of the other companies, including disney,. have the size of its content budget or ability to maintain engagement with all this competition. Its average revenue per sub just continues to grow.
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