CNBC's "Fast Money" Netflix Reports Earnings… And More Pain For Apple 1/21/25
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Jan 21, 2025 
Donald Trump, former President of the United States, discusses a groundbreaking $500 billion AI initiative called Stargate aimed at enhancing U.S. technology and healthcare. He highlights monumental investments in data infrastructure and its potential to revolutionize cancer treatment. The conversation also dives into Netflix's stunning subscriber growth, attributing its success to new ad-supported plans, while Apple faces challenges in the wake of declining iPhone sales and increased Wall Street downgrades. Trump's insights on tech dynamics and market strategies provide a compelling perspective.
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Netflix's Monster Q4
- Netflix Q4 revenue jumped to over $10 billion, adding a record 19 million subscribers (10 million above forecast).
- This success was attributed to a broad range of content and the ad-supported plan.
Ad-Tier Success Drives Growth
- Netflix's ad-supported plan accounted for over 55% of sign-ups where available, growing nearly 30% quarter-over-quarter.
- This success allows for price hikes across various plans, improving profitability.
Winning the Streaming Wars
- Netflix dominates the streaming wars and has multiple levers for growth like ad-supported tiers and margin improvement from price increases.
- They believe they have significant room for growth, claiming less than 10% of TV viewership in every operating country.