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One Year After the Crash: Is the New Netflix Working?
The Town with Matthew Belloni
The Importance of Password Sharing
The fear is obviously that you'll lose some of those people. You will lose the people who are testing it out and may ultimately become subscribers. The only thing that's gonna matter for Netflix stock is can they re-accelerate revenue growth? Double digits. Can they drive revenue growth? Because it's a combination of entering advertising, driving ad revenue per sub, getting password sharing, getting people to pay for more people on their accounts. Like this is a complex set of moving pieces, but it's all about can they drive revenue at double digits? That's what investors are keying on over the course of the next couple of quarters.
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