Bloomberg Intelligence BI Weekend: Netflix Earnings, Energy Outlook (Podcast)
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Jan 24, 2025 Dive into Netflix's latest earnings as it continues to dominate the streaming world, while Goldman Sachs undergoes a significant management overhaul. Discover the ambitious AI partnership between SoftBank, OpenAI, and Oracle aiming to invest $100 billion in infrastructure. Explore the complex dynamics of political leadership as Trump navigates legacy versus revenge. Finally, gain insights into the aerospace sector with GE Aerospace outperforming expectations amidst evolving airline dynamics and energy financing challenges.
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Netflix's Success
- Netflix achieved record subscriber growth, exceeding all expectations.
- This success stems from their massive scale, allowing for high revenue and low subscriber costs.
Netflix's Market Dominance
- Netflix's scale creates a significant lead, making it challenging for rivals to compete.
- Reaching 300 million subscribers and high operating margins solidifies their dominance.
Netflix's Future Growth
- Netflix's strong performance makes it hard to find flaws in their business model.
- Their future growth will rely on advertising and potential price increases.