Encouraging Netflix Earnings, Continuing Questions, and How the Model Might Evolve
Sharp Tech with Ben Thompson
00:00
Netflix's Average Revenue Predictor
Netflix's 7.7 million subscribers are almost all in countries where Netflix charges very very little. So that's why their average revenue prescriber actually went down this last quarter, even as they're going up profitability was not as good as expected. And meanwhile, Netflix clearly should have had an ad tier, right? Like if people want ads and to pay less, give them ads. But we'll get to why it was okay.
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